LDRC vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricLDRCVTIWinner
Expense Ratio0.10%0.03%
AUM$87M$663.5B
Dividend Yield4.21%1.07%
Holdings73,543
YTD Return+1.05%+14.20%
1Y Return+3.30%+24.16%
3Y Return (annualized)-+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)1.2%15.3%
Max Drawdown-1.0%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionNov 7, 2024May 24, 2001

LDRC vs VTI Performance

iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LDRC returned +3.30% while VTI returned +24.16%. Year to date, LDRC is up 1.05% versus a gain of 14.20% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 1.2% for LDRC. 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 -1.0% for LDRC and -56.6% for VTI. 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LDRC charges 0.10% per year while VTI charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, LDRC currently yields 4.21% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

LDRC and VTI share 0 holdings out of 2789 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, LDRC or VTI?

LDRC has an expense ratio of 0.10% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, LDRC or VTI?

Over the past year LDRC returned +3.30% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), LDRC annualized +4.35% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, LDRC or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 1.2% for LDRC. Worst drawdown: LDRC -1.0% vs VTI -56.6%.

Should I hold both LDRC and VTI?

LDRC and VTI have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LDRC and VTI?

LDRC and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, LDRC or VTI?

LDRC yields 4.21% while VTI yields 1.07%, so LDRC currently pays the higher dividend yield.

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