VIG vs VTILX

Quick Verdict

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

Lower Fees: VIGHigher Returns: VIGMore Diversified: VTILX

Side-by-Side Comparison

MetricVIGVTILXWinner
Expense Ratio0.04%0.07%
AUM$110.2B$142.6B
Dividend Yield1.79%4.12%
Holdings3357,391
YTD Return+12.51%-1.04%
1Y Return+19.91%-3.09%
3Y Return (annualized)+16.66%-0.32%
5Y Return (annualized)+10.81%-
Volatility (annualized)13.3%6.0%
Max Drawdown-48.2%-15.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionApr 21, 2006Feb 17, 2021

VIG vs VTILX Performance

Vanguard Dividend Appreciation ETF (VIG) 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 VIG returned +19.91% while VTILX returned -3.09%. Year to date, VIG is up 12.51% versus a loss of 1.04% for VTILX.

Over three years, VIG compounded at +16.66% per year against -0.32% for VTILX. Across the full 5-year window we track, VIG has the edge at +8.70% annualized vs -2.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VIG has been the more volatile fund, with annualized monthly volatility of 13.3% 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 -48.2% for VIG 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VIG charges 0.04% per year while VTILX charges 0.07%. On a $10,000 position that is $4 vs $7 annually, a gap of $3 per year that compounds over a long holding period. On income, VIG currently yields 1.79% against 4.12% for VTILX.

Holdings Overlap

0.0%overlap

VIG and VTILX share 10 holdings out of 1780 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VIGWeight in VTILXDifference
AAPL4.22%0.00%4.22%
JPM:US3.57%0.01%3.56%
MSFT3.53%0.00%3.53%
WMTProProPro
ABBVProProPro
PGProProPro
GSProProPro
MCDProProPro
MCKProProPro
NDAQProProPro
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Frequently Asked Questions

Which is cheaper, VIG or VTILX?

VIG has an expense ratio of 0.04% while VTILX charges 0.07%. VIG is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, VIG or VTILX?

Over the past year VIG returned +19.91% vs -3.09% for VTILX, so VIG leads on 1-year performance. Over the longest common window we track (5 years), VIG annualized +8.70% vs -2.84% for VTILX. Past performance does not guarantee future results.

Which is riskier, VIG or VTILX?

VIG has been the more volatile fund at 13.3% annualized versus 6.0% for VTILX. Worst drawdown: VIG -48.2% vs VTILX -15.3%.

Should I hold both VIG and VTILX?

VIG and VTILX have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VIG and VTILX?

VIG and VTILX share 10 common holdings with a 0.0% weight overlap. Combined, they hold 1780 unique securities.

Which pays a higher dividend, VIG or VTILX?

VIG yields 1.79% while VTILX yields 4.12%, so VTILX currently pays the higher dividend yield.

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