IAUI vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricIAUIVTIWinner
Expense Ratio0.78%0.03%
AUM$489M$663.5B
Dividend Yield13.77%1.07%
Holdings73,543
YTD Return-9.81%+13.39%
1Y Return+6.49%+23.21%
3Y Return (annualized)-+20.65%
5Y Return (annualized)-+12.18%
Volatility (annualized)20.4%15.3%
Max Drawdown-25.6%-56.6%
Fund FamilyNEOSVanguard (US)
CategoryCommodityEquity
InceptionJun 5, 2025May 24, 2001

IAUI vs VTI Performance

NEOS Gold High Income ETF (IAUI) is a ETF from NEOS and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IAUI returned +6.49% while VTI returned +23.21%. Year to date, IAUI is down 9.81% versus a gain of 13.39% for VTI.

Risk: Volatility and Drawdowns

IAUI has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 15.3% for VTI. 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 -25.6% for IAUI and -56.6% for VTI. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IAUI charges 0.78% per year while VTI charges 0.03%. On a $10,000 position that is $78 vs $3 annually, a gap of $75 per year that compounds over a long holding period. On income, IAUI currently yields 13.77% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

IAUI and VTI share 0 holdings out of 2784 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IAUI or VTI?

IAUI has an expense ratio of 0.78% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, IAUI or VTI?

Over the past year IAUI returned +6.49% vs +23.21% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), IAUI annualized +6.75% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, IAUI or VTI?

IAUI has been the more volatile fund at 20.4% annualized versus 15.3% for VTI. Worst drawdown: IAUI -25.6% vs VTI -56.6%.

Should I hold both IAUI and VTI?

IAUI and VTI have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IAUI and VTI?

IAUI and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, IAUI or VTI?

IAUI yields 13.77% while VTI yields 1.07%, so IAUI currently pays the higher dividend yield.

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