IYW vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: IYWMore Diversified: VTI

Side-by-Side Comparison

MetricIYWVTIWinner
Expense Ratio0.38%0.03%
AUM$23.3B$663.5B
Dividend Yield0.10%1.07%
Holdings1533,543
YTD Return+25.79%+13.57%
1Y Return+39.93%+24.23%
3Y Return (annualized)+32.31%+20.73%
5Y Return (annualized)+19.44%+12.24%
Volatility (annualized)24.6%15.3%
Max Drawdown-81.9%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 15, 2000May 24, 2001

IYW vs VTI Performance

iShares US Technology ETF (IYW) 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 IYW returned +39.93% while VTI returned +24.23%. Year to date, IYW is up 25.79% versus a gain of 13.57% for VTI.

Over three years, IYW compounded at +32.31% per year against +20.73% for VTI; over five years the annualized figures are +19.44% and +12.24% respectively. Across the full 25-year window we track, IYW has the edge at +8.89% annualized vs +8.12%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IYW has been the more volatile fund, with annualized monthly volatility of 24.6% 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 -81.9% for IYW 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IYW 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, IYW currently yields 0.10% against 1.07% for VTI.

Holdings Overlap

39.5%overlap

IYW and VTI share 122 holdings out of 2811 unique holdings combined, representing a 39.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IYWWeight in VTIDifference
NVDA12.80%6.32%6.48%
AAPL12.81%5.84%6.97%
MSFT8.56%3.81%4.75%
GOOGLProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
MUProProPro
AMDProProPro
INTCProProPro
See all 10 holdings IYW 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, IYW or VTI?

IYW 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, IYW or VTI?

Over the past year IYW returned +39.93% vs +24.23% for VTI, so IYW leads on 1-year performance. Over the longest common window we track (25 years), IYW annualized +8.89% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, IYW or VTI?

IYW has been the more volatile fund at 24.6% annualized versus 15.3% for VTI. Worst drawdown: IYW -81.9% vs VTI -56.6%.

Should I hold both IYW and VTI?

IYW and VTI have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IYW and VTI?

IYW and VTI share 122 common holdings with a 39.5% weight overlap. Combined, they hold 2811 unique securities.

Which pays a higher dividend, IYW or VTI?

IYW yields 0.10% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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