UITB vs VTI

UITB vs VTI

Which is better, UITB or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y 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

MetricUITBVTI
Expense Ratio0.25%0.03%Best
AUM$2.7B$666.9B
Dividend Yield4.30%1.03%
Holdings1,2063,543
YTD Return-1.69%+12.57%Best
1Y Return-1.22%+17.22%Best
3Y Return (annualized)+4.09%+20.87%Best
5Y Return (annualized)-0.15%+11.86%Best
Volatility (annualized)5.5%Best16.7%
Max Drawdown-17.0%Best-35.0%
$10,000 over 5 years$9,925$17,514Best
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionOct 24, 2017May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 26, 2017 to Sep 11, 2026 (8.9 years).

UITB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

UITB vs VTI Performance

VictoryShares Core Intermediate Bond ETF (UITB) is an ETF from Victory Capital Management Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year UITB returned -1.22% while VTI returned +17.22%. Year to date, UITB is down 1.69% versus a gain of 12.57% for VTI.

Over three years, UITB compounded at +4.09% per year against +20.87% for VTI; over five years the annualized figures are -0.15% and +11.86% respectively. Across the full 9-year window we track, VTI has the edge at +13.54% annualized vs +0.93%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 5.5% for UITB. 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 -17.0% for UITB 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 0.54. They move together some of the time, and apart the rest.

Fees and Cost Over Time

UITB charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, UITB currently yields 4.30% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 857 holdings in UITB and 2,787 in VTI, totalling 70.4% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 857 positions we hold weights for in UITB and 2,787 in VTI, against full books of 1,206 and 3,543.

You are not choosing between two funds in isolation.

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

UITBVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, UITB or VTI?

UITB has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, UITB or VTI?

Over the past year UITB returned -1.22% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), UITB annualized +0.93% vs +13.54% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, UITB or VTI?

VTI has been the more volatile fund at 16.7% annualized versus 5.5% for UITB. Worst drawdown: UITB -17.0% vs VTI -35.0%.

Should I hold both UITB and VTI?

UITB and VTI have a monthly-return correlation of 0.54, 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, UITB or VTI?

UITB yields 4.30% while VTI yields 1.03%, so UITB currently pays the higher dividend yield.

Is VTI better than UITB?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.