IWMY vs VTI
Defiance R2000 Weekly Distribution ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, IWMY or VTI?
Option Writing against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y and 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 | IWMY | VTI |
|---|---|---|
| Expense Ratio | 1.05% | 0.03%Best |
| AUM | $95M | $666.9B |
| Dividend Yield | 40.14% | 1.03% |
| Holdings | 10 | 3,543 |
| YTD Return | +9.76% | +11.53%Best |
| 1Y Return | +8.40% | +15.74%Best |
| 3Y Return (annualized) | - | +20.67% |
| 5Y Return (annualized) | - | +11.59% |
| Volatility (annualized) | 14.7% | 12.8%Best |
| Max Drawdown | -35.7% | -19.3%Best |
| $10,000 over 2.9 years | $9,521 | $18,787Best |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Blend |
| Inception | Oct 30, 2023 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 31, 2023 to Sep 15, 2026 (2.9 years).
IWMY 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 2.9 years both funds cover.
IWMY vs VTI Performance
Defiance R2000 Weekly Distribution ETF (IWMY) is an ETF from Defiance ETFs, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year IWMY returned +8.40% while VTI returned +15.74%. Year to date, IWMY is up 9.76% versus a gain of 11.53% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWMY has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 12.8% 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 -35.7% for IWMY and -19.3% 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 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IWMY charges 1.05% per year while VTI charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, IWMY currently yields 40.14% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 1 holding in IWMY and 3,463 in VTI, totalling 6.1% 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 1 positions we hold weights for in IWMY and 3,463 in VTI, against full books of 10 and 3,543.
You are not choosing between two funds in isolation.
Whichever of IWMY 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, IWMY or VTI?
IWMY has an expense ratio of 1.05% while VTI charges 0.03%. VTI is the cheaper option, by $102 a year on a $10,000 investment.
Which performed better, IWMY or VTI?
Over the past year IWMY returned +8.40% vs +15.74% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IWMY or VTI?
IWMY has been the more volatile fund at 14.7% annualized versus 12.8% for VTI. Worst drawdown: IWMY -35.7% vs VTI -19.3%.
Should I hold both IWMY and VTI?
IWMY and VTI have a monthly-return correlation of 0.64, 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, IWMY or VTI?
IWMY yields 40.14% while VTI yields 1.03%, so IWMY currently pays the higher dividend yield.
Is VTI better than IWMY?
VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.