IMTM vs VTI
IMTM vs VTI
iShares MSCI Intl Momentum Factor ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | IMTM | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $4.1B | $663.5B | |
| Dividend Yield | 4.36% | 1.07% | |
| Holdings | 326 | 3,543 | |
| YTD Return | +11.28% | +14.20% | |
| 1Y Return | +21.68% | +24.16% | |
| 3Y Return (annualized) | +21.38% | +21.12% | |
| 5Y Return (annualized) | +10.10% | +12.37% | |
| Volatility (annualized) | 13.8% | 15.3% | |
| Max Drawdown | -30.7% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 13, 2015 | May 24, 2001 |
IMTM vs VTI Performance
iShares MSCI Intl Momentum Factor ETF (IMTM) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IMTM returned +21.68% while VTI returned +24.16%. Year to date, IMTM is up 11.28% versus a gain of 14.20% for VTI.
Over three years, IMTM compounded at +21.38% per year against +21.12% for VTI; over five years the annualized figures are +10.10% and +12.37% respectively. Across the full 12-year window we track, VTI has the edge at +8.14% annualized vs +8.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.8% for IMTM. 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 -30.7% for IMTM and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IMTM charges 0.30% per year while VTI charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, IMTM currently yields 4.36% against 1.07% for VTI.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IMTM or VTI?
IMTM has an expense ratio of 0.30% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, IMTM or VTI?
Over the past year IMTM returned +21.68% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (12 years), IMTM annualized +8.13% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, IMTM or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 13.8% for IMTM. Worst drawdown: IMTM -30.7% vs VTI -56.6%.
Should I hold both IMTM and VTI?
IMTM and VTI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IMTM and VTI?
IMTM and VTI share 2 common holdings with a 0.1% weight overlap. Combined, they hold 3078 unique securities.
Which pays a higher dividend, IMTM or VTI?
IMTM yields 4.36% while VTI yields 1.07%, so IMTM currently pays the higher dividend yield.
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