VOE vs VTILX

VOE vs VTILX
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Quick Verdict

VOE has a lower expense ratio. VOE delivered stronger 1-year returns. VTILX offers more diversification with 7,391 holdings.

Lower Fees: VOEHigher Returns: VOEMore Diversified: VTILX

Side-by-Side Comparison

MetricVOEVTILXWinner
Expense Ratio0.05%0.07%
AUM$23.9B$141.9B
Dividend Yield1.81%4.19%
Holdings1767,391
YTD Return+17.32%-1.38%
1Y Return+24.01%-3.13%
3Y Return (annualized)+17.81%-0.30%
5Y Return (annualized)+10.31%-
Volatility (annualized)17.6%6.0%
Max Drawdown-63.4%-15.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionAug 17, 2006Feb 17, 2021

VOE vs VTILX Performance

Vanguard Morningstar Mid-Cap Value ETF (VOE) 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 VOE returned +24.01% while VTILX returned -3.13%. Year to date, VOE is up 17.32% versus a loss of 1.38% for VTILX.

Over three years, VOE compounded at +17.81% per year against -0.30% for VTILX. Across the full 5-year window we track, VOE has the edge at +7.95% annualized vs -2.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOE has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -63.4% for VOE 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOE 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, VOE currently yields 1.81% against 4.19% for VTILX.

Holdings Overlap

0.0%overlap

VOE and VTILX share 1 holdings out of 1627 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOEWeight in VTILXDifference
NDAQ0.69%0.00%0.69%

Frequently Asked Questions

Which is cheaper, VOE or VTILX?

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

Which performed better, VOE or VTILX?

Over the past year VOE returned +24.01% vs -3.13% for VTILX, so VOE leads on 1-year performance. Over the longest common window we track (5 years), VOE annualized +7.95% vs -2.90% for VTILX. Past performance does not guarantee future results.

Which is riskier, VOE or VTILX?

VOE has been the more volatile fund at 17.6% annualized versus 6.0% for VTILX. Worst drawdown: VOE -63.4% vs VTILX -15.3%.

Should I hold both VOE and VTILX?

VOE and VTILX have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOE and VTILX?

VOE and VTILX share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1627 unique securities.

Which pays a higher dividend, VOE or VTILX?

VOE yields 1.81% while VTILX yields 4.19%, so VTILX currently pays the higher dividend yield.

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