IWX vs VTI
iShares Russell Top 200 Value ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, IWX or VTI?
Large Cap Value against Large Cap Blend.
VTI has a lower expense ratio. IWX led over 1Y and 5Y, VTI over 3Y and the full window. The two have moved almost in lockstep, correlation 0.92.
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 | IWX | VTI |
|---|---|---|
| Expense Ratio | 0.20% | 0.03%Best |
| AUM | $4.0B | $666.9B |
| Dividend Yield | 1.36% | 1.03% |
| Holdings | 156 | 3,543 |
| YTD Return | +22.43%Best | +12.57% |
| 1Y Return | +30.26%Best | +17.22% |
| 3Y Return (annualized) | +20.52% | +20.87%Best |
| 5Y Return (annualized) | +12.96%Best | +11.86% |
| Volatility (annualized) | 13.8%Best | 14.8% |
| Max Drawdown | -35.8% | -35.0%Best |
| $10,000 over 5 years | $18,392Best | $17,514 |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Sep 22, 2009 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2009 to Sep 11, 2026 (17 years).
IWX 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 17 years both funds cover.
IWX vs VTI Performance
iShares Russell Top 200 Value ETF (IWX) 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 IWX returned +30.26% while VTI returned +17.22%. Year to date, IWX is up 22.43% versus a gain of 12.57% for VTI.
Over three years, IWX compounded at +20.52% per year against +20.87% for VTI; over five years the annualized figures are +12.96% and +11.86% respectively. Across the full 17-year window we track, VTI has the edge at +12.66% annualized vs +9.97%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.8% for IWX. 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 -35.8% for IWX 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IWX charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, IWX currently yields 1.36% against 1.03% for VTI.
Holdings Overlap
At least 99.4% of IWX's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 90.6% 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 IWX is already inside VTI. Owning both mostly buys the same companies twice.
147 positions in common, counted across the 153 positions we hold weights for in IWX and 2,787 in VTI, against full books of 156 and 3,543.
Top Shared Holdings
| Stock | Weight in IWX | Weight in VTI | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.55% | 5.84% | 1.71% |
| AMZNAmazon.Com Inc | 9.09% | 3.17% | 5.92% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 6.74% | 3.81% | 2.93% |
| BRK.BBerkshire Hathaway B | 3.55% | 1.24% | 2.31% |
| JPMJpmorgan Chase & Co. | 3.52% | 1.11% | 2.41% |
| XOMExxon Mobil Corp. | 2.36% | 0.78% | 1.58% |
| JNJJohnson & Johnson | 2.26% | 0.84% | 1.42% |
| INTCIntel Corp. | 1.63% | 0.77% | 0.86% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.77% | 0.57% | 1.20% |
| WMTWalmart, Inc. | 1.65% | 0.68% | 0.97% |
99.4% of IWX 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IWX or VTI?
IWX has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, IWX or VTI?
Over the past year IWX returned +30.26% vs +17.22% for VTI, so IWX leads on 1-year performance. Over the longest common window we track (17 years), IWX annualized +9.97% vs +12.66% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IWX or VTI?
VTI has been the more volatile fund at 14.8% annualized versus 13.8% for IWX. Worst drawdown: IWX -35.8% vs VTI -35.0%.
Should I hold both IWX and VTI?
IWX and VTI have a monthly-return correlation of 0.92, 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 IWX and VTI?
At least 99.4% of IWX's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 147 positions in common, counted across the 153 positions we hold weights for in IWX and 2,787 in VTI.
Which pays a higher dividend, IWX or VTI?
IWX yields 1.36% while VTI yields 1.03%, so IWX currently pays the higher dividend yield.
Is VTI better than IWX?
VTI has a lower expense ratio. IWX led over 1Y and 5Y, VTI over 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.