IYC vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricIYCVTIWinner
Expense Ratio0.38%0.03%
AUM$1.1B$663.5B
Dividend Yield0.51%1.07%
Holdings1623,543
YTD Return+0.55%+13.57%
1Y Return+4.35%+24.23%
3Y Return (annualized)+13.11%+20.73%
5Y Return (annualized)+6.17%+12.24%
Volatility (annualized)17.5%15.3%
Max Drawdown-54.0%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 12, 2000May 24, 2001

IYC vs VTI Performance

iShares U.S. Consumer Discretionary ETF (IYC) 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 IYC returned +4.35% while VTI returned +24.23%. Year to date, IYC is up 0.55% versus a gain of 13.57% for VTI.

Over three years, IYC compounded at +13.11% per year against +20.73% for VTI; over five years the annualized figures are +6.17% and +12.24% respectively. Across the full 25-year window we track, VTI has the edge at +8.12% annualized vs +7.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IYC has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -54.0% for IYC 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

IYC charges 0.38% per year while VTI charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, IYC currently yields 0.51% against 1.07% for VTI.

Holdings Overlap

11.2%overlap

IYC and VTI share 121 holdings out of 2820 unique holdings combined, representing a 11.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IYCWeight in VTIDifference
AMZN14.27%3.17%11.10%
TSLA8.70%1.63%7.07%
WMT4.14%0.68%3.46%
COSTProProPro
HDProProPro
NFLXProProPro
MCDProProPro
DISProProPro
TJXProProPro
UBERProProPro
See all 10 holdings IYC 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, IYC or VTI?

IYC has an expense ratio of 0.38% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, IYC or VTI?

Over the past year IYC returned +4.35% vs +24.23% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), IYC annualized +7.81% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, IYC or VTI?

IYC has been the more volatile fund at 17.5% annualized versus 15.3% for VTI. Worst drawdown: IYC -54.0% vs VTI -56.6%.

Should I hold both IYC and VTI?

IYC 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 IYC and VTI?

IYC and VTI share 121 common holdings with a 11.2% weight overlap. Combined, they hold 2820 unique securities.

Which pays a higher dividend, IYC or VTI?

IYC yields 0.51% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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