IXN vs VTI

Quick Verdict

VTI has a lower expense ratio. IXN delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: IXNMore Diversified: VTI

Side-by-Side Comparison

MetricIXNVTIWinner
Expense Ratio0.39%0.03%
AUM$8.3B$663.5B
Dividend Yield0.76%1.07%
Holdings1453,543
YTD Return+25.44%+10.14%
1Y Return+39.82%+19.82%
3Y Return (annualized)+28.78%+18.94%
5Y Return (annualized)+18.78%+11.79%
Volatility (annualized)20.9%15.4%
Max Drawdown-56.3%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 12, 2001May 24, 2001

IXN vs VTI Performance

iShares Global Tech ETF (IXN) 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 IXN returned +39.82% while VTI returned +19.82%. Year to date, IXN is up 25.44% versus a gain of 10.14% for VTI.

Over three years, IXN compounded at +28.78% per year against +18.94% for VTI; over five years the annualized figures are +18.78% and +11.79% respectively. Across the full 25-year window we track, IXN has the edge at +11.54% annualized vs +7.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IXN has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 15.4% 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 -56.3% for IXN 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IXN charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, IXN currently yields 0.76% against 1.07% for VTI.

Holdings Overlap

32.7%overlap

IXN and VTI share 66 holdings out of 2845 unique holdings combined, representing a 32.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IXNWeight in VTIDifference
NVDA13.09%6.32%6.77%
AAPL12.69%5.84%6.85%
MSFT7.94%3.81%4.13%
AVGOProProPro
MUProProPro
AMDProProPro
INTCProProPro
AMATProProPro
LRCXProProPro
CSCOProProPro
See all 10 holdings IXN shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, IXN or VTI?

IXN has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, IXN or VTI?

Over the past year IXN returned +39.82% vs +19.82% for VTI, so IXN leads on 1-year performance. Over the longest common window we track (25 years), IXN annualized +11.54% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, IXN or VTI?

IXN has been the more volatile fund at 20.9% annualized versus 15.4% for VTI. Worst drawdown: IXN -56.3% vs VTI -56.6%.

Should I hold both IXN and VTI?

IXN and VTI have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IXN and VTI?

IXN and VTI share 66 common holdings with a 32.7% weight overlap. Combined, they hold 2845 unique securities.

Which pays a higher dividend, IXN or VTI?

IXN yields 0.76% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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