ITOT vs VTI

ITOT vs VTI

Which is better, ITOT or VTI?

VTI has been ahead.

VTI led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 1.00.

Lower Fees: TiedHigher Returns: VTI

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

MetricITOTVTI
Expense Ratio0.03%Tie0.03%Tie
AUM$95.7B$666.9B
Dividend Yield0.98%1.03%
Holdings2,5023,543
YTD Return+11.04%+11.06%Best
1Y Return+15.35%+15.41%Best
3Y Return (annualized)+20.46%+20.48%Best
5Y Return (annualized)+11.52%Tie+11.52%Tie
Volatility (annualized)15.0%Best15.1%
Max Drawdown-56.3%Best-56.6%
$10,000 over 5 years$17,249Tie$17,249Tie
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 20, 2004May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 23, 2004 to Sep 16, 2026 (22.6 years).

ITOT 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 22.6 years both funds cover.

ITOT vs VTI Performance

iShares Core S&P Total US Stock Market ETF (ITOT) 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 ITOT returned +15.35% while VTI returned +15.41%. Year to date, ITOT is up 11.04% versus a gain of 11.06% for VTI.

Over three years, ITOT compounded at +20.46% per year against +20.48% for VTI; over five years the annualized figures are +11.52% and +11.52% respectively. Across the full 23-year window we track, VTI has the edge at +9.15% annualized vs +9.05%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 15.0% for ITOT. 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 -56.3% for ITOT 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ITOT charges 0.03% per year while VTI charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, ITOT currently yields 0.98% against 1.03% for VTI.

Holdings Overlap

VTI already in ITOT92.1%

At least 92.1% of VTI's money is in holdings ITOT also owns.

Stated as a floor: for ITOT, our book for it covers 94.2% 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 VTI is already inside ITOT. Owning both mostly buys the same companies twice.

1,562 positions in common, counted across the 1,631 positions we hold weights for in ITOT and 3,463 in VTI, against full books of 2,502 and 3,543.

Top Shared Holdings

StockWeight in ITOTWeight in VTIDifference
NVDANvidia Corp6.45%6.40%0.05%
AAPLApple, Inc6.25%6.29%0.04%
MSFTMicrosoft Corp3.91%4.79%0.88%
AMZNAmazon.Com Inc3.26%3.65%0.39%
GOOGLAlphabet Inc,class A2.92%2.90%0.02%
AVGOBroadcom Inc2.41%2.56%0.15%
GOOGAlphabet Inc2.35%2.31%0.04%
METAMeta Platforms Inc1.80%1.70%0.10%
TSLATesla Inc1.61%1.22%0.39%
MUMicron Technology, Inc.1.51%1.29%0.22%

92.1% of VTI is already inside ITOT.

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

ITOTVTI

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Frequently Asked Questions

Which is cheaper, ITOT or VTI?

ITOT has an expense ratio of 0.03% while VTI charges 0.03%. At the precision these are quoted to, they cost the same.

Which performed better, ITOT or VTI?

Over the past year ITOT returned +15.35% vs +15.41% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (23 years), ITOT annualized +9.05% vs +9.15% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ITOT or VTI?

VTI has been the more volatile fund at 15.1% annualized versus 15.0% for ITOT. Worst drawdown: ITOT -56.3% vs VTI -56.6%.

Should I hold both ITOT and VTI?

ITOT and VTI have a monthly-return correlation of 1.00, 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 ITOT and VTI?

At least 92.1% of VTI's money is in holdings ITOT also owns. Our book for ITOT is partial, so the real figure is this or higher. They hold 1,562 positions in common, counted across the 1,631 positions we hold weights for in ITOT and 3,463 in VTI.

Which pays a higher dividend, ITOT or VTI?

ITOT yields 0.98% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than ITOT?

VTI led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 1.00. Which one suits a particular account depends on what it is for. This is information, not a recommendation.