IWY vs VTI
IWY vs VTI
iShares Russell Top 200 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 | IWY | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $15.7B | $663.5B | |
| Dividend Yield | 0.34% | 1.07% | |
| Holdings | 105 | 3,543 | |
| YTD Return | +5.52% | +13.92% | |
| 1Y Return | +14.25% | +24.07% | |
| 3Y Return (annualized) | +22.51% | +20.88% | |
| 5Y Return (annualized) | +13.71% | +12.47% | |
| Volatility (annualized) | 16.1% | 15.3% | |
| Max Drawdown | -32.7% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 22, 2009 | May 24, 2001 |
IWY vs VTI Performance
iShares Russell Top 200 Growth ETF (IWY) 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 IWY returned +14.25% while VTI returned +24.07%. Year to date, IWY is up 5.52% versus a gain of 13.92% for VTI.
Over three years, IWY compounded at +22.51% per year against +20.88% for VTI; over five years the annualized figures are +13.71% and +12.47% respectively. Across the full 17-year window we track, IWY has the edge at +15.89% annualized vs +8.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWY has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -32.7% for IWY 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IWY 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, IWY currently yields 0.34% against 1.07% for VTI.
Holdings Overlap
IWY and VTI share 96 holdings out of 2789 unique holdings combined, representing a 48.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IWY | Weight in VTI | Difference |
|---|---|---|---|
| NVDA | 14.00% | 6.32% | 7.68% |
| AAPL | 7.80% | 5.84% | 1.96% |
| GOOGL | 6.61% | 2.88% | 3.73% |
| MSFT | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings IWY 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, IWY or VTI?
IWY 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, IWY or VTI?
Over the past year IWY returned +14.25% vs +24.07% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (17 years), IWY annualized +15.89% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, IWY or VTI?
IWY has been the more volatile fund at 16.1% annualized versus 15.3% for VTI. Worst drawdown: IWY -32.7% vs VTI -56.6%.
Should I hold both IWY and VTI?
IWY and VTI have a monthly-return correlation of 0.93, 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 IWY and VTI?
IWY and VTI share 96 common holdings with a 48.8% weight overlap. Combined, they hold 2789 unique securities.
Which pays a higher dividend, IWY or VTI?
IWY yields 0.34% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.