ILCG vs VTI

ILCG vs VTI

Which is better, ILCG or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. ILCG led over 3Y and the full window, VTI over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.94.

Lower Fees: VTIHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricILCGVTI
Expense Ratio0.04%0.03%Best
AUM$3.1B$666.9B
Dividend Yield0.43%1.03%
Holdings3313,543
YTD Return+10.22%+12.57%Best
1Y Return+12.26%+17.22%Best
3Y Return (annualized)+23.06%Best+20.87%
5Y Return (annualized)+11.46%+11.86%Best
Volatility (annualized)16.9%15.2%Best
Max Drawdown-53.2%Best-56.6%
$10,000 over 5 years$17,203$17,514Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 28, 2004May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 2, 2004 to Sep 11, 2026 (22.2 years).

ILCG vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 22.2 years both funds cover.

ILCG vs VTI Performance

iShares Morningstar Growth ETF (ILCG) is an ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year ILCG returned +12.26% while VTI returned +17.22%. Year to date, ILCG is up 10.22% versus a gain of 12.57% for VTI.

Over three years, ILCG compounded at +23.06% per year against +20.87% for VTI; over five years the annualized figures are +11.46% and +11.86% respectively. Across the full 22-year window we track, ILCG has the edge at +10.89% annualized vs +9.48%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ILCG has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.2% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -53.2% for ILCG and -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ILCG charges 0.04% per year while VTI charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, ILCG currently yields 0.43% against 1.03% for VTI.

Holdings Overlap

ILCG already in VTI98.1%

At least 98.1% of ILCG's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of ILCG is already inside VTI. Owning both mostly buys the same companies twice.

300 positions in common, counted across the 326 positions we hold weights for in ILCG and 2,787 in VTI, against full books of 331 and 3,543.

Top Shared Holdings

StockWeight in ILCGWeight in VTIDifference
NVDANvidia Corp.15.64%6.32%9.32%
AAPLApple, Inc6.95%5.84%1.11%
AVGOBroadcom Inc5.93%2.46%3.47%
AMZNAmazon.Com Inc4.48%3.17%1.31%
GOOGLAlphabet A Usd 0.0013.67%2.88%0.79%
MSFTMicrosoft Corp 4.100 Feb 06 372.71%3.81%1.10%
GOOGAlphabet Inc2.94%2.27%0.67%
LLYEli Lilly & Co.2.85%1.40%1.45%
AMDAdvanced Micro Devices Inc.2.39%1.30%1.09%
MUMicron Technology, Inc.1.68%1.79%0.11%

98.1% of ILCG is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ILCGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ILCG or VTI?

ILCG has an expense ratio of 0.04% while VTI charges 0.03%. VTI is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, ILCG or VTI?

Over the past year ILCG returned +12.26% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (22 years), ILCG annualized +10.89% vs +9.48% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ILCG or VTI?

ILCG has been the more volatile fund at 16.9% annualized versus 15.2% for VTI. Worst drawdown: ILCG -53.2% vs VTI -56.6%.

Should I hold both ILCG and VTI?

ILCG and VTI have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between ILCG and VTI?

At least 98.1% of ILCG's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 300 positions in common, counted across the 326 positions we hold weights for in ILCG and 2,787 in VTI.

Which pays a higher dividend, ILCG or VTI?

ILCG yields 0.43% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than ILCG?

VTI has a lower expense ratio. ILCG led over 3Y and the full window, VTI over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.