BITSX vs. VTI
Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund (BITSX) and Vanguard Total Stock Market ETF (VTI).
BITSX is managed by Blackrock. It was launched on Aug 13, 2015. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BITSX or VTI.
Correlation
The correlation between BITSX and VTI is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BITSX vs. VTI - Performance Comparison
Key characteristics
BITSX:
1.78
VTI:
1.78
BITSX:
2.42
VTI:
2.41
BITSX:
1.33
VTI:
1.33
BITSX:
2.71
VTI:
2.68
BITSX:
10.76
VTI:
10.68
BITSX:
2.15%
VTI:
2.15%
BITSX:
12.99%
VTI:
12.90%
BITSX:
-34.97%
VTI:
-55.45%
BITSX:
-0.53%
VTI:
0.00%
Returns By Period
In the year-to-date period, BITSX achieves a 4.14% return, which is significantly lower than VTI's 4.59% return.
BITSX
4.14%
0.79%
10.78%
23.89%
13.86%
N/A
VTI
4.59%
2.34%
10.34%
24.42%
14.06%
12.70%
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BITSX vs. VTI - Expense Ratio Comparison
BITSX has a 0.08% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BITSX vs. VTI — Risk-Adjusted Performance Rank
BITSX
VTI
BITSX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund (BITSX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BITSX vs. VTI - Dividend Comparison
BITSX's dividend yield for the trailing twelve months is around 1.19%, less than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | 1.19% | 1.24% | 1.42% | 1.59% | 1.07% | 1.40% | 1.82% | 1.99% | 1.70% | 1.39% | 0.74% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
BITSX vs. VTI - Drawdown Comparison
The maximum BITSX drawdown since its inception was -34.97%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BITSX and VTI. For additional features, visit the drawdowns tool.
Volatility
BITSX vs. VTI - Volatility Comparison
iShares Total U.S. Stock Market Index Fund (BITSX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.01% and 2.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.