IWP vs VTI
IWP vs VTI
iShares Russell Midcap Growth ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | IWP | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | $19.8B | $663.5B | |
| Dividend Yield | 0.34% | 1.07% | |
| Holdings | 271 | 3,543 | |
| YTD Return | +2.87% | +13.57% | |
| 1Y Return | +1.14% | +24.23% | |
| 3Y Return (annualized) | +14.08% | +20.73% | |
| 5Y Return (annualized) | +4.67% | +12.24% | |
| Volatility (annualized) | 18.5% | 15.3% | |
| Max Drawdown | -57.3% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 17, 2001 | May 24, 2001 |
IWP vs VTI Performance
iShares Russell Midcap Growth ETF (IWP) 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 IWP returned +1.14% while VTI returned +24.23%. Year to date, IWP is up 2.87% versus a gain of 13.57% for VTI.
Over three years, IWP compounded at +14.08% per year against +20.73% for VTI; over five years the annualized figures are +4.67% and +12.24% respectively. Across the full 25-year window we track, IWP has the edge at +8.61% annualized vs +8.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWP has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -57.3% for IWP 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IWP charges 0.23% per year while VTI charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, IWP currently yields 0.34% against 1.07% for VTI.
Holdings Overlap
IWP and VTI share 206 holdings out of 2844 unique holdings combined, representing a 6.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IWP | Weight in VTI | Difference |
|---|---|---|---|
| SNOW | 2.44% | 0.12% | 2.32% |
| DDOG | 2.33% | 0.12% | 2.21% |
| NET | 2.17% | 0.11% | 2.06% |
| HOOD | Pro | Pro | Pro |
| SPG | Pro | Pro | Pro |
| ALAB | Pro | Pro | Pro |
| FIX | Pro | Pro | Pro |
| TER | Pro | Pro | Pro |
| TRGP | Pro | Pro | Pro |
| COR | Pro | Pro | Pro |
See all 10 holdings IWP 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, IWP or VTI?
IWP has an expense ratio of 0.23% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, IWP or VTI?
Over the past year IWP returned +1.14% vs +24.23% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), IWP annualized +8.61% vs +8.12% for VTI. Past performance does not guarantee future results.
Which is riskier, IWP or VTI?
IWP has been the more volatile fund at 18.5% annualized versus 15.3% for VTI. Worst drawdown: IWP -57.3% vs VTI -56.6%.
Should I hold both IWP and VTI?
IWP and VTI have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IWP and VTI?
IWP and VTI share 206 common holdings with a 6.4% weight overlap. Combined, they hold 2844 unique securities.
Which pays a higher dividend, IWP or VTI?
IWP yields 0.34% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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