TLH vs VTI

TLH vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricTLHVTIWinner
Expense Ratio0.15%0.03%
AUM$11.0B$666.9B
Dividend Yield4.59%1.07%
Holdings613,543
YTD Return-2.31%+14.82%
1Y Return+0.18%+22.43%
3Y Return (annualized)+1.77%+21.93%
5Y Return (annualized)-5.25%+12.34%
Volatility (annualized)9.9%15.4%
Max Drawdown-42.1%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJan 5, 2007May 24, 2001

TLH vs VTI Performance

iShares 10-20 Year Treasury Bond ETF (TLH) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TLH returned +0.18% while VTI returned +22.43%. Year to date, TLH is down 2.31% versus a gain of 14.82% for VTI.

Over three years, TLH compounded at +1.77% per year against +21.93% for VTI; over five years the annualized figures are -5.25% and +12.34% respectively. Across the full 20-year window we track, VTI has the edge at +8.16% annualized vs +0.76%. 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 9.9% for TLH. 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 -42.1% for TLH 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TLH charges 0.15% per year while VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, TLH currently yields 4.59% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

TLH and VTI share 0 holdings out of 2844 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, TLH or VTI?

TLH has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, TLH or VTI?

Over the past year TLH returned +0.18% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), TLH annualized +0.76% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, TLH or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 9.9% for TLH. Worst drawdown: TLH -42.1% vs VTI -56.6%.

Should I hold both TLH and VTI?

TLH and VTI have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TLH and VTI?

TLH and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2844 unique securities.

Which pays a higher dividend, TLH or VTI?

TLH yields 4.59% while VTI yields 1.07%, so TLH currently pays the higher dividend yield.

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