LDRH vs VTI

LDRH vs VTI

Which is better, LDRH or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: 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

MetricLDRHVTI
Expense Ratio0.35%0.03%Best
AUM$23M$666.9B
Dividend Yield6.40%1.03%
Holdings1,2673,543
YTD Return+1.77%+12.30%Best
1Y Return+2.97%+16.08%Best
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)1.9%Best12.9%
Max Drawdown-3.2%Best-19.3%
$10,000 over 1.9 years$10,948$13,001Best
Top 10 Weight-33.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionNov 7, 2024May 24, 2001

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 8, 2024 to Sep 18, 2026 (1.9 years).

LDRH 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 1.9 years both funds cover.

LDRH vs VTI Performance

iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) 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 LDRH returned +2.97% while VTI returned +16.08%. Year to date, LDRH is up 1.77% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 1.9% for LDRH. 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 -3.2% for LDRH 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LDRH charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, LDRH currently yields 6.40% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 6 holdings in LDRH and 3,463 in VTI, totalling 100.0% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 92 days apart, LDRH as of Apr 30, 2026 and VTI as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 6 positions we hold weights for in LDRH and 3,463 in VTI, against full books of 1,267 and 3,543.

What only one of them owns

Our book lists 1,150 positions for VTI that do not appear in our book for LDRH (97.5% of the fund), and 6 for LDRH that do not appear in VTI (100.0%).

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.

You are not choosing between two funds in isolation.

Whichever of LDRH and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LDRHVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LDRH or VTI?

LDRH has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, LDRH or VTI?

Over the past year LDRH returned +2.97% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), LDRH annualized +4.88% vs +14.81% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LDRH or VTI?

VTI has been the more volatile fund at 12.9% annualized versus 1.9% for LDRH. Worst drawdown: LDRH -3.2% vs VTI -19.3%.

Should I hold both LDRH and VTI?

LDRH and VTI have a monthly-return correlation of 0.76, 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, LDRH or VTI?

LDRH yields 6.40% while VTI yields 1.03%, so LDRH currently pays the higher dividend yield.

Is VTI better than LDRH?

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.