ISD vs VTI

Quick Verdict

VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: TiedHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricISDVTIWinner
Expense Ratio-0.03%
AUM$468M$663.5B
Dividend Yield9.19%1.07%
Holdings7803,543
YTD Return-9.30%+13.39%
1Y Return-5.26%+23.21%
3Y Return (annualized)+10.43%+20.65%
5Y Return (annualized)+4.15%+12.18%
Volatility (annualized)12.2%15.3%
Max Drawdown-54.3%-56.6%
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 26, 2012May 24, 2001

ISD vs VTI Performance

PGIM High Yield Bond Fund, Inc (ISD) is a ETF from PGIM Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ISD returned -5.26% while VTI returned +23.21%. Year to date, ISD is down 9.30% versus a gain of 13.39% for VTI.

Over three years, ISD compounded at +10.43% per year against +20.65% for VTI; over five years the annualized figures are +4.15% and +12.18% respectively. Across the full 14-year window we track, VTI has the edge at +8.11% annualized vs +0.30%. 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 12.2% for ISD. 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 -54.3% for ISD 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 0.72. They usually move together, but the gap leaves some room for diversification.

Holdings Overlap

0.1%overlap

ISD and VTI share 2 holdings out of 3390 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ISDWeight in VTIDifference
CHK0.10%0.03%0.07%
GEN0.06%0.02%0.04%

Frequently Asked Questions

Which performed better, ISD or VTI?

Over the past year ISD returned -5.26% vs +23.21% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (14 years), ISD annualized +0.30% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, ISD or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 12.2% for ISD. Worst drawdown: ISD -54.3% vs VTI -56.6%.

Should I hold both ISD and VTI?

ISD and VTI have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ISD and VTI?

ISD and VTI share 2 common holdings with a 0.1% weight overlap. Combined, they hold 3390 unique securities.

Which pays a higher dividend, ISD or VTI?

ISD yields 9.19% while VTI yields 1.07%, so ISD currently pays the higher dividend yield.

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