INEQ vs VTI
Columbia International Equity Income ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, INEQ or VTI?
Large Cap Value against Large Cap Blend.
VTI has a lower expense ratio. INEQ led over 1Y, 3Y and 5Y, VTI over the full window.
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
| Metric | INEQ | VTI |
|---|---|---|
| Expense Ratio | 0.45% | 0.03%Best |
| AUM | $105M | $666.9B |
| Dividend Yield | 9.13% | 1.03% |
| Holdings | 103 | 3,543 |
| YTD Return | +13.67%Best | +12.08% |
| 1Y Return | +21.77%Best | +16.31% |
| 3Y Return (annualized) | +20.94%Best | +20.83% |
| 5Y Return (annualized) | +12.91%Best | +11.89% |
| Volatility (annualized) | 15.3%Best | 15.7% |
| Max Drawdown | -47.2% | -35.0%Best |
| $10,000 over 5 years | $18,351Best | $17,537 |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jun 13, 2016 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 13, 2016 to Sep 14, 2026 (10.3 years).
INEQ 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 10.3 years both funds cover.
INEQ vs VTI Performance
Columbia International Equity Income ETF (INEQ) is an ETF from Columbia Threadneedle Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year INEQ returned +21.77% while VTI returned +16.31%. Year to date, INEQ is up 13.67% versus a gain of 12.08% for VTI.
Over three years, INEQ compounded at +20.94% per year against +20.83% for VTI; over five years the annualized figures are +12.91% and +11.89% respectively. Across the full 10-year window we track, VTI has the edge at +13.89% annualized vs +8.00%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.3% for INEQ. 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 -47.2% for INEQ and -35.0% 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
INEQ charges 0.45% per year while VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, INEQ currently yields 9.13% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 99 holdings in INEQ and 3,463 in VTI, totalling 92.7% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 99 positions we hold weights for in INEQ and 3,463 in VTI, against full books of 103 and 3,543.
You are not choosing between two funds in isolation.
Whichever of INEQ and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, INEQ or VTI?
INEQ has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, INEQ or VTI?
Over the past year INEQ returned +21.77% vs +16.31% for VTI, so INEQ leads on 1-year performance. Over the longest common window we track (10 years), INEQ annualized +8.00% vs +13.89% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INEQ or VTI?
VTI has been the more volatile fund at 15.7% annualized versus 15.3% for INEQ. Worst drawdown: INEQ -47.2% vs VTI -35.0%.
Should I hold both INEQ and VTI?
INEQ and VTI have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, INEQ or VTI?
INEQ yields 9.13% while VTI yields 1.03%, so INEQ currently pays the higher dividend yield.
Is VTI better than INEQ?
VTI has a lower expense ratio. INEQ led over 1Y, 3Y and 5Y, VTI over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.