IWF vs VTI

IWF vs VTI

Which is better, IWF or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. IWF led over 3Y and the full window, VTI over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.96. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 56.8%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: 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

MetricIWFVTI
Expense Ratio0.18%0.03%Best
AUM$123.8B$666.9B
Dividend Yield0.35%1.03%
Holdings3723,543
YTD Return+2.48%+11.06%Best
1Y Return+4.44%+15.41%Best
3Y Return (annualized)+21.00%Best+20.48%
5Y Return (annualized)+11.41%+11.52%Best
Volatility (annualized)16.4%15.3%Best
Max Drawdown-52.0%Best-56.6%
$10,000 over 5 years$17,164$17,249Best
Top 10 Weight56.8%33.3%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMay 22, 2000May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: May 31, 2001 to Sep 16, 2026 (25.3 years).

IWF 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 25.3 years both funds cover.

IWF vs VTI Performance

iShares Russell 1000 Growth ETF (IWF) 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 IWF returned +4.44% while VTI returned +15.41%. Year to date, IWF is up 2.48% versus a gain of 11.06% for VTI.

Over three years, IWF compounded at +21.00% per year against +20.48% for VTI; over five years the annualized figures are +11.41% and +11.52% respectively. Across the full 25-year window we track, IWF has the edge at +8.99% annualized vs +7.99%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IWF has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 15.3% 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 -52.0% for IWF 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IWF charges 0.18% per year while VTI charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IWF currently yields 0.35% against 1.03% for VTI.

Holdings Overlap

IWF already in VTI98.7%
VTI already in IWF62.2%

98.7% of IWF's money is in holdings VTI also owns. 62.2% of VTI's money is in holdings IWF also owns.

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

345 positions in common, counted across the 367 positions we hold weights for in IWF and 3,463 in VTI, against full books of 372 and 3,543.

What only one of them owns

Our book lists 824 positions for VTI that do not appear in our book for IWF (35.4% of the fund), and 12 for IWF that do not appear in VTI (0.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IWFWeight in VTIDifference
NVDANvidia Corp15.45%6.40%9.05%
AAPLApple, Inc7.45%6.29%1.16%
MSFTMicrosoft Corp5.65%4.79%0.86%
GOOGLAlphabet Inc,class A5.93%2.90%3.03%
AVGOBroadcom Inc5.17%2.56%2.61%
GOOGAlphabet Inc4.78%2.31%2.47%
METAMeta Platforms Inc3.09%1.70%1.39%
MUMicron Technology, Inc.3.24%1.29%1.95%
TSLATesla Inc3.22%1.22%2.00%
AMZNAmazon.Com Inc0.63%3.65%3.02%

98.7% of IWF 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.

IWFVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IWF or VTI?

IWF has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, IWF or VTI?

Over the past year IWF returned +4.44% vs +15.41% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), IWF annualized +8.99% vs +7.99% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IWF or VTI?

IWF has been the more volatile fund at 16.4% annualized versus 15.3% for VTI. Worst drawdown: IWF -52.0% vs VTI -56.6%.

Should I hold both IWF and VTI?

IWF and VTI have a monthly-return correlation of 0.96, 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 IWF and VTI?

98.7% of IWF's money is in holdings VTI also owns. 62.2% of VTI's is in holdings IWF also owns. They hold 345 positions in common, counted across the 367 positions we hold weights for in IWF and 3,463 in VTI.

Which pays a higher dividend, IWF or VTI?

IWF yields 0.35% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than IWF?

VTI has a lower expense ratio. IWF led over 3Y and the full window, VTI over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.96. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 56.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.