VBK vs VTILX

Quick Verdict

VBK has a lower expense ratio. VBK delivered stronger 1-year returns. VTILX offers more diversification with 1459 holdings.

Lower Fees: VBKHigher Returns: VBKMore Diversified: VTILX

Side-by-Side Comparison

MetricVBKVTILXWinner
Expense Ratio0.05%0.07%
AUM$24.8B$142.6B
Dividend Yield0.57%4.12%
Holdings5617,391
YTD Return+17.71%-0.81%
1Y Return+29.45%-3.01%
3Y Return (annualized)+16.91%-0.47%
5Y Return (annualized)+5.29%-
Volatility (annualized)19.6%6.0%
Max Drawdown-59.4%-15.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionJan 26, 2004Feb 17, 2021

VBK vs VTILX Performance

Vanguard Small Cap Growth ETF (VBK) is a ETF from Vanguard (US) and Vanguard Total International Bond II Index Fund Class Institutional (VTILX) is a mutual fund from Vanguard (US). Over the past year VBK returned +29.45% while VTILX returned -3.01%. Year to date, VBK is up 17.71% versus a loss of 0.81% for VTILX.

Over three years, VBK compounded at +16.91% per year against -0.47% for VTILX. Across the full 5-year window we track, VBK has the edge at +9.41% annualized vs -2.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VBK has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 6.0% for VTILX. 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 -59.4% for VBK and -15.3% for VTILX. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VBK charges 0.05% per year while VTILX charges 0.07%. On a $10,000 position that is $5 vs $7 annually, a gap of $2 per year that compounds over a long holding period. On income, VBK currently yields 0.57% against 4.12% for VTILX.

Holdings Overlap

0.0%overlap

VBK and VTILX share 1 holdings out of 2000 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VBKWeight in VTILXDifference
EXHO:PA0.04%0.00%0.04%

Frequently Asked Questions

Which is cheaper, VBK or VTILX?

VBK has an expense ratio of 0.05% while VTILX charges 0.07%. VBK is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, VBK or VTILX?

Over the past year VBK returned +29.45% vs -3.01% for VTILX, so VBK leads on 1-year performance. Over the longest common window we track (5 years), VBK annualized +9.41% vs -2.80% for VTILX. Past performance does not guarantee future results.

Which is riskier, VBK or VTILX?

VBK has been the more volatile fund at 19.6% annualized versus 6.0% for VTILX. Worst drawdown: VBK -59.4% vs VTILX -15.3%.

Should I hold both VBK and VTILX?

VBK and VTILX have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VBK and VTILX?

VBK and VTILX share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2000 unique securities.

Which pays a higher dividend, VBK or VTILX?

VBK yields 0.57% while VTILX yields 4.12%, so VTILX currently pays the higher dividend yield.

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