IWX vs VTI
IWX vs VTI
iShares Russell Top 200 Value ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. IWX delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | IWX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $3.9B | $663.5B | |
| Dividend Yield | 1.46% | 1.07% | |
| Holdings | 156 | 3,543 | |
| YTD Return | +21.13% | +11.83% | |
| 1Y Return | +34.85% | +21.79% | |
| 3Y Return (annualized) | +19.93% | +20.40% | |
| 5Y Return (annualized) | +12.71% | +11.96% | |
| Volatility (annualized) | 13.9% | 15.3% | |
| Max Drawdown | -35.8% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 22, 2009 | May 24, 2001 |
IWX vs VTI Performance
iShares Russell Top 200 Value ETF (IWX) 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 IWX returned +34.85% while VTI returned +21.79%. Year to date, IWX is up 21.13% versus a gain of 11.83% for VTI.
Over three years, IWX compounded at +19.93% per year against +20.40% for VTI; over five years the annualized figures are +12.71% and +11.96% respectively. Across the full 17-year window we track, IWX has the edge at +9.96% annualized vs +8.06%. 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 13.9% for IWX. 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 -35.8% for IWX 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IWX 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, IWX currently yields 1.46% against 1.07% for VTI.
Holdings Overlap
IWX and VTI share 147 holdings out of 2789 unique holdings combined, representing a 41.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IWX | Weight in VTI | Difference |
|---|---|---|---|
| AAPL | 7.94% | 5.84% | 2.10% |
| AMZN | 8.32% | 3.17% | 5.15% |
| MSFT | 5.51% | 3.81% | 1.70% |
| JPM | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
See all 10 holdings IWX 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, IWX or VTI?
IWX 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, IWX or VTI?
Over the past year IWX returned +34.85% vs +21.79% for VTI, so IWX leads on 1-year performance. Over the longest common window we track (17 years), IWX annualized +9.96% vs +8.06% for VTI. Past performance does not guarantee future results.
Which is riskier, IWX or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 13.9% for IWX. Worst drawdown: IWX -35.8% vs VTI -56.6%.
Should I hold both IWX and VTI?
IWX and VTI have a monthly-return correlation of 0.92, 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 IWX and VTI?
IWX and VTI share 147 common holdings with a 41.5% weight overlap. Combined, they hold 2789 unique securities.
Which pays a higher dividend, IWX or VTI?
IWX yields 1.46% while VTI yields 1.07%, so IWX currently pays the higher dividend yield.
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