IGE vs VTI
IGE vs VTI
iShares North American Natural Resources ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. IGE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | IGE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $744M | $663.5B | |
| Dividend Yield | 2.11% | 1.07% | |
| Holdings | 156 | 3,543 | |
| YTD Return | +18.33% | +13.39% | |
| 1Y Return | +36.25% | +23.21% | |
| 3Y Return (annualized) | +16.06% | +20.65% | |
| 5Y Return (annualized) | +19.07% | +12.18% | |
| Volatility (annualized) | 44.8% | 15.3% | |
| Max Drawdown | -72.3% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2001 | May 24, 2001 |
IGE vs VTI Performance
iShares North American Natural Resources ETF (IGE) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IGE returned +36.25% while VTI returned +23.21%. Year to date, IGE is up 18.33% versus a gain of 13.39% for VTI.
Over three years, IGE compounded at +16.06% per year against +20.65% for VTI; over five years the annualized figures are +19.07% and +12.18% respectively. Across the full 25-year window we track, IGE has the edge at +14.38% annualized vs +8.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGE has been the more volatile fund, with annualized monthly volatility of 44.8% 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 -72.3% for IGE 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IGE charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, IGE currently yields 2.11% against 1.07% for VTI.
Holdings Overlap
IGE and VTI share 81 holdings out of 2853 unique holdings combined, representing a 3.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IGE | Weight in VTI | Difference |
|---|---|---|---|
| XOM | 9.42% | 0.78% | 8.64% |
| CVX | 8.89% | 0.43% | 8.46% |
| COP | 3.57% | 0.17% | 3.40% |
| NEM | Pro | Pro | Pro |
| WMB | Pro | Pro | Pro |
| FCX | Pro | Pro | Pro |
| VLO | Pro | Pro | Pro |
| MPC | Pro | Pro | Pro |
| CRH:IE | Pro | Pro | Pro |
| PSX | Pro | Pro | Pro |
See all 10 holdings IGE shares with VTI Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IGE or VTI?
IGE has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IGE or VTI?
Over the past year IGE returned +36.25% vs +23.21% for VTI, so IGE leads on 1-year performance. Over the longest common window we track (25 years), IGE annualized +14.38% vs +8.11% for VTI. Past performance does not guarantee future results.
Which is riskier, IGE or VTI?
IGE has been the more volatile fund at 44.8% annualized versus 15.3% for VTI. Worst drawdown: IGE -72.3% vs VTI -56.6%.
Should I hold both IGE and VTI?
IGE and VTI have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGE and VTI?
IGE and VTI share 81 common holdings with a 3.5% weight overlap. Combined, they hold 2853 unique securities.
Which pays a higher dividend, IGE or VTI?
IGE yields 2.11% while VTI yields 1.07%, so IGE currently pays the higher dividend yield.
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