TBLL 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

MetricTBLLVTIWinner
Expense Ratio0.08%0.03%
AUM$2.6B$663.5B
Dividend Yield3.76%1.07%
Holdings863,543
YTD Return+2.13%+14.96%
1Y Return+3.79%+22.39%
3Y Return (annualized)+4.56%+21.51%
5Y Return (annualized)+3.50%+12.36%
Volatility (annualized)0.8%15.4%
Max Drawdown-1.0%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJan 10, 2017May 24, 2001

TBLL vs VTI Performance

Invesco Short Term Treasury ETF (TBLL) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TBLL returned +3.79% while VTI returned +22.39%. Year to date, TBLL is up 2.13% versus a gain of 14.96% for VTI.

Over three years, TBLL compounded at +4.56% per year against +21.51% for VTI; over five years the annualized figures are +3.50% and +12.36% respectively. Across the full 10-year window we track, VTI has the edge at +8.16% annualized vs +1.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 0.8% for TBLL. 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 TBLL 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 -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TBLL charges 0.08% per year while VTI charges 0.03%. On a $10,000 position that is $8 vs $3 annually, a gap of $5 per year that compounds over a long holding period. On income, TBLL currently yields 3.76% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

TBLL and VTI share 0 holdings out of 2827 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, TBLL or VTI?

TBLL has an expense ratio of 0.08% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, TBLL or VTI?

Over the past year TBLL returned +3.79% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (10 years), TBLL annualized +1.84% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, TBLL or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 0.8% for TBLL. Worst drawdown: TBLL -1.0% vs VTI -56.6%.

Should I hold both TBLL and VTI?

TBLL and VTI have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TBLL and VTI?

TBLL and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2827 unique securities.

Which pays a higher dividend, TBLL or VTI?

TBLL yields 3.76% while VTI yields 1.07%, so TBLL currently pays the higher dividend yield.

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