IVV vs VTILX

IVV vs VTILX
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. VTILX offers more diversification with 7,391 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: VTILX

Side-by-Side Comparison

MetricIVVVTILXWinner
Expense Ratio0.03%0.07%
AUM$907.0B$141.9B
Dividend Yield1.10%4.19%
Holdings5087,391
YTD Return+12.28%-1.38%
1Y Return+20.94%-3.13%
3Y Return (annualized)+21.81%-0.30%
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%6.0%
Max Drawdown-56.5%-15.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Feb 17, 2021

IVV vs VTILX Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Total International Bond II Index Fund Class Institutional (VTILX) is a mutual fund from Vanguard (US). Over the past year IVV returned +20.94% while VTILX returned -3.13%. Year to date, IVV is up 12.28% versus a loss of 1.38% for VTILX.

Over three years, IVV compounded at +21.81% per year against -0.30% for VTILX. Across the full 5-year window we track, IVV has the edge at +6.98% annualized vs -2.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.0% for VTILX. 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 -56.5% for IVV and -15.3% for VTILX. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while VTILX charges 0.07%. On a $10,000 position that is $3 vs $7 annually, a gap of $4 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.19% for VTILX.

Holdings Overlap

0.0%overlap

IVV and VTILX share 12 holdings out of 1952 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VTILXDifference
AAPL7.44%0.00%7.44%
MSFT4.57%0.00%4.57%
JPM1.43%0.01%1.42%
WMTProProPro
ABBVProProPro
PGProProPro
GSProProPro
CProProPro
MCDProProPro
MCKProProPro
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Frequently Asked Questions

Which is cheaper, IVV or VTILX?

IVV has an expense ratio of 0.03% while VTILX charges 0.07%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, IVV or VTILX?

Over the past year IVV returned +20.94% vs -3.13% for VTILX, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +6.98% vs -2.90% for VTILX. Past performance does not guarantee future results.

Which is riskier, IVV or VTILX?

IVV has been the more volatile fund at 15.1% annualized versus 6.0% for VTILX. Worst drawdown: IVV -56.5% vs VTILX -15.3%.

Should I hold both IVV and VTILX?

IVV and VTILX have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VTILX?

IVV and VTILX share 12 common holdings with a 0.0% weight overlap. Combined, they hold 1952 unique securities.

Which pays a higher dividend, IVV or VTILX?

IVV yields 1.10% while VTILX yields 4.19%, so VTILX currently pays the higher dividend yield.

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