VT vs VTILX

Quick Verdict

VT has a lower expense ratio. VT delivered stronger 1-year returns. VT offers more diversification with 8927 holdings.

Lower Fees: VTHigher Returns: VTMore Diversified: VT

Side-by-Side Comparison

MetricVTVTILXWinner
Expense Ratio0.06%0.07%
AUM$77.6B$142.6B
Dividend Yield1.61%4.12%
Holdings10,1337,391
YTD Return+14.35%-1.04%
1Y Return+23.56%-3.09%
3Y Return (annualized)+20.65%-0.32%
5Y Return (annualized)+11.08%-
Volatility (annualized)16.6%6.0%
Max Drawdown-50.6%-15.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionJun 24, 2008Feb 17, 2021

VT vs VTILX Performance

Vanguard Total World Stock ETF (VT) 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 VT returned +23.56% while VTILX returned -3.09%. Year to date, VT is up 14.35% versus a loss of 1.04% for VTILX.

Over three years, VT compounded at +20.65% per year against -0.32% for VTILX. Across the full 5-year window we track, VT has the edge at +7.37% annualized vs -2.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VT has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -50.6% for VT 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VT charges 0.06% per year while VTILX charges 0.07%. On a $10,000 position that is $6 vs $7 annually, a gap of $1 per year that compounds over a long holding period. On income, VT currently yields 1.61% against 4.12% for VTILX.

Holdings Overlap

0.1%overlap

VT and VTILX share 38 holdings out of 10348 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTWeight in VTILXDifference
AAPL3.47%0.00%3.47%
MSFT2.68%0.00%2.68%
JPM:US0.70%0.01%0.69%
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Frequently Asked Questions

Which is cheaper, VT or VTILX?

VT has an expense ratio of 0.06% while VTILX charges 0.07%. VT is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, VT or VTILX?

Over the past year VT returned +23.56% vs -3.09% for VTILX, so VT leads on 1-year performance. Over the longest common window we track (5 years), VT annualized +7.37% vs -2.84% for VTILX. Past performance does not guarantee future results.

Which is riskier, VT or VTILX?

VT has been the more volatile fund at 16.6% annualized versus 6.0% for VTILX. Worst drawdown: VT -50.6% vs VTILX -15.3%.

Should I hold both VT and VTILX?

VT and VTILX have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VT and VTILX?

VT and VTILX share 38 common holdings with a 0.1% weight overlap. Combined, they hold 10348 unique securities.

Which pays a higher dividend, VT or VTILX?

VT yields 1.61% while VTILX yields 4.12%, so VTILX currently pays the higher dividend yield.

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