VTI vs VTILX

VTI vs VTILX
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Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTILX

Side-by-Side Comparison

MetricVTIVTILXWinner
Expense Ratio0.03%0.07%
AUM$666.9B$141.9B
Dividend Yield1.07%4.19%
Holdings3,5437,391
YTD Return+13.14%-1.38%
1Y Return+22.35%-3.21%
3Y Return (annualized)+21.83%-0.30%
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%6.0%
Max Drawdown-56.6%-15.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMay 24, 2001Feb 17, 2021

VTI vs VTILX Performance

Vanguard Morningstar Total Stock Market ETF (VTI) 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 VTI returned +22.35% while VTILX returned -3.21%. Year to date, VTI is up 13.14% versus a loss of 1.38% for VTILX.

Over three years, VTI compounded at +21.83% per year against -0.30% for VTILX. Across the full 5-year window we track, VTI has the edge at +8.09% annualized vs -2.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI 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, VTI currently yields 1.07% against 4.19% for VTILX.

Holdings Overlap

0.0%overlap

VTI and VTILX share 13 holdings out of 4233 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in VTILXDifference
AAPL5.84%0.00%5.84%
MSFT3.81%0.00%3.81%
JPM1.11%0.01%1.10%
WMTProProPro
ABBVProProPro
PGProProPro
GSProProPro
CProProPro
MCDProProPro
UPSProProPro
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Frequently Asked Questions

Which is cheaper, VTI or VTILX?

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

Which performed better, VTI or VTILX?

Over the past year VTI returned +22.35% vs -3.21% for VTILX, so VTI leads on 1-year performance. Over the longest common window we track (5 years), VTI annualized +8.09% vs -2.89% for VTILX. Past performance does not guarantee future results.

Which is riskier, VTI or VTILX?

VTI has been the more volatile fund at 15.3% annualized versus 6.0% for VTILX. Worst drawdown: VTI -56.6% vs VTILX -15.3%.

Should I hold both VTI and VTILX?

VTI and VTILX have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and VTILX?

VTI and VTILX share 13 common holdings with a 0.0% weight overlap. Combined, they hold 4233 unique securities.

Which pays a higher dividend, VTI or VTILX?

VTI yields 1.07% while VTILX yields 4.19%, so VTILX currently pays the higher dividend yield.

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