VTCIX vs VTILX

VTCIX vs VTILX
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Quick Verdict

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

Lower Fees: VTCIXHigher Returns: VTCIXMore Diversified: VTILX

Side-by-Side Comparison

MetricVTCIXVTILXWinner
Expense Ratio0.03%0.07%
AUM$5.2B$141.9B
Dividend Yield0.93%4.19%
Holdings8367,391
YTD Return+12.08%-1.42%
1Y Return+20.64%-3.06%
3Y Return (annualized)+20.37%-0.37%
5Y Return (annualized)+11.00%-
Volatility (annualized)16.1%6.0%
Max Drawdown-26.0%-15.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionFeb 24, 1999Feb 17, 2021

VTCIX vs VTILX Performance

Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) is a mutual fund 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 VTCIX returned +20.64% while VTILX returned -3.06%. Year to date, VTCIX is up 12.08% versus a loss of 1.42% for VTILX.

Over three years, VTCIX compounded at +20.37% per year against -0.37% for VTILX. Across the full 5-year window we track, VTCIX has the edge at +11.00% annualized vs -2.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTCIX has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -26.0% for VTCIX 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

VTCIX charges 0.03% per year while VTILX charges 0.07%. On a $10,000 position that is $3 vs $7 annually, a gap of $4 per year that compounds over a long holding period. On income, VTCIX currently yields 0.93% against 4.19% for VTILX.

Holdings Overlap

0.0%overlap

VTCIX and VTILX share 12 holdings out of 2272 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTCIXWeight in VTILXDifference
AAPL6.13%0.00%6.13%
MSFT4.57%0.00%4.57%
JPM1.35%0.01%1.34%
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ABBVProProPro
PGProProPro
GSProProPro
MCDProProPro
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Frequently Asked Questions

Which is cheaper, VTCIX or VTILX?

VTCIX has an expense ratio of 0.03% while VTILX charges 0.07%. VTCIX is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, VTCIX or VTILX?

Over the past year VTCIX returned +20.64% vs -3.06% for VTILX, so VTCIX leads on 1-year performance. Over the longest common window we track (5 years), VTCIX annualized +11.00% vs -2.90% for VTILX. Past performance does not guarantee future results.

Which is riskier, VTCIX or VTILX?

VTCIX has been the more volatile fund at 16.1% annualized versus 6.0% for VTILX. Worst drawdown: VTCIX -26.0% vs VTILX -15.3%.

Should I hold both VTCIX and VTILX?

VTCIX 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 VTCIX and VTILX?

VTCIX and VTILX share 12 common holdings with a 0.0% weight overlap. Combined, they hold 2272 unique securities.

Which pays a higher dividend, VTCIX or VTILX?

VTCIX yields 0.93% while VTILX yields 4.19%, so VTILX currently pays the higher dividend yield.

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