TLT 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

MetricTLTVTIWinner
Expense Ratio0.15%0.03%
AUM$43.0B$663.5B
Dividend Yield4.53%1.07%
Holdings483,543
YTD Return-3.35%+10.14%
1Y Return-1.06%+19.82%
3Y Return (annualized)-1.44%+18.94%
5Y Return (annualized)-8.15%+11.79%
Volatility (annualized)13.4%15.4%
Max Drawdown-48.7%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJul 22, 2002May 24, 2001

TLT vs VTI Performance

iShares 20+ Year Treasury Bond ETF (TLT) 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 TLT returned -1.06% while VTI returned +19.82%. Year to date, TLT is down 3.35% versus a gain of 10.14% for VTI.

Over three years, TLT compounded at -1.44% per year against +18.94% for VTI; over five years the annualized figures are -8.15% and +11.79% respectively. Across the full 24-year window we track, VTI has the edge at +7.99% annualized vs +0.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.4% for TLT. 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 -48.7% for TLT 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 -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TLT charges 0.15% per year while VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, TLT currently yields 4.53% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

TLT and VTI share 0 holdings out of 2827 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, TLT or VTI?

TLT has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, TLT or VTI?

Over the past year TLT returned -1.06% vs +19.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (24 years), TLT annualized +0.79% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, TLT or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 13.4% for TLT. Worst drawdown: TLT -48.7% vs VTI -56.6%.

Should I hold both TLT and VTI?

TLT and VTI have a monthly-return correlation of -0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TLT and VTI?

TLT and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2827 unique securities.

Which pays a higher dividend, TLT or VTI?

TLT yields 4.53% while VTI yields 1.07%, so TLT currently pays the higher dividend yield.

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