ESGB vs. VTI

Last updated Jul 12, 2026

ESGB (IQ MacKay ESG Core Plus Bond ETF) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - ESGB is a Intermediate Core-Plus Bond fund actively managed by IndexIQ, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. ESGB is actively managed, while VTI is passively managed. At a 0.09 correlation, their price movements are largely independent. ESGB charges 0.39%/yr vs 0.03%/yr for VTI.

Performance

ESGB vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IQ MacKay ESG Core Plus Bond ETF (ESGB) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ESGB

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VTI

• 1D: 0.33%
• 1M: 2.02%
• 6M: 9.50%
• YTD: 11.83%
• 1Y: 22.81%
• 3Y*: 20.66%
• 5Y*: 12.09%
• 10Y*: 14.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ESGB vs. VTI - Yearly Performance Comparison

	2026 (YTD)
ESGB IQ MacKay ESG Core Plus Bond ETF	-0.18%
VTI Vanguard Total Stock Market ETF	0.57%

Correlation

The correlation between ESGB and VTI is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 4, 2026	0.09

Return for Risk

ESGB vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ESGB

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VTI

VTI Risk / Return Rank: 67
VTI Sharpe Ratio Rank: 67
VTI Sortino Ratio Rank: 65
VTI Omega Ratio Rank: 66
VTI Calmar Ratio Rank: 63
VTI Martin Ratio Rank: 74

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ESGB vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IQ MacKay ESG Core Plus Bond ETF (ESGB) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ESGB	VTI	Difference
Sharpe ratio: Return per unit of total volatility	—	1.75	—
Sortino ratio: Return per unit of downside risk	—	2.41	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.51	—
Martin ratio: Return relative to average drawdown	—	11.00	—

Drawdowns

Drawdown Indicators

	ESGB	VTI	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.45%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.92%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.30%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	—	-0.16%	—
Average Drawdown Average peak-to-trough decline	—	-8.00%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.03%	—

Volatility

Volatility by Period

	ESGB	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.34%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.10%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.80%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.51%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.28%	—

ESGB vs. VTI - Expense Ratio Comparison

ESGB has a 0.39% expense ratio, which is higher than VTI's 0.03% expense ratio.

Dividends

ESGB vs. VTI - Dividend Comparison

ESGB has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.05%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ESGB IQ MacKay ESG Core Plus Bond ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VTI Vanguard Total Stock Market ETF	1.05%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both ESGB and VTI in my portfolio?

ESGB and VTI have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ESGB or VTI?

On fees, VTI is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ESGB or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.39% for ESGB.

Which ETF pays a higher dividend yield, ESGB or VTI?

VTI has the higher dividend yield at 1.05%, compared with 0.00% for ESGB.

What is the main difference between ESGB and VTI?

ESGB is categorized as Intermediate Core-Plus Bond, while VTI is Large Cap Blend Equities. They also come from different issuers: IndexIQ and Vanguard. Their fees differ too: 0.39% for ESGB and 0.03% for VTI.