IWV vs VTI
IWV vs VTI
iShares Russell 3000 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 | IWV | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $19.5B | $663.5B | |
| Dividend Yield | 0.87% | 1.07% | |
| Holdings | 2,596 | 3,543 | |
| YTD Return | +11.61% | +11.83% | |
| 1Y Return | +21.29% | +21.79% | |
| 3Y Return (annualized) | +20.14% | +20.40% | |
| 5Y Return (annualized) | +11.86% | +11.96% | |
| Volatility (annualized) | 15.6% | 15.3% | |
| Max Drawdown | -56.7% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2000 | May 24, 2001 |
IWV vs VTI Performance
iShares Russell 3000 ETF (IWV) 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 IWV returned +21.29% while VTI returned +21.79%. Year to date, IWV is up 11.61% versus a gain of 11.83% for VTI.
Over three years, IWV compounded at +20.14% per year against +20.40% for VTI; over five years the annualized figures are +11.86% and +11.96% respectively. Across the full 25-year window we track, VTI has the edge at +8.06% annualized vs +7.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWV has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -56.7% for IWV 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IWV charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, IWV currently yields 0.87% against 1.07% for VTI.
Holdings Overlap
IWV and VTI share 1290 holdings out of 3160 unique holdings combined, representing a 85.9% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in IWV | Weight in VTI | Difference |
|---|---|---|---|
| NVDA | 6.26% | 6.32% | 0.06% |
| AAPL | 6.20% | 5.84% | 0.36% |
| MSFT | 3.94% | 3.81% | 0.13% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
See all 10 holdings IWV 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, IWV or VTI?
IWV has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, IWV or VTI?
Over the past year IWV returned +21.29% vs +21.79% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), IWV annualized +7.16% vs +8.06% for VTI. Past performance does not guarantee future results.
Which is riskier, IWV or VTI?
IWV has been the more volatile fund at 15.6% annualized versus 15.3% for VTI. Worst drawdown: IWV -56.7% vs VTI -56.6%.
Should I hold both IWV and VTI?
IWV and VTI have a monthly-return correlation of 1.00, 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 IWV and VTI?
IWV and VTI share 1290 common holdings with a 85.9% weight overlap. Combined, they hold 3160 unique securities.
Which pays a higher dividend, IWV or VTI?
IWV yields 0.87% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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