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IGV vs. VTI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IGV vs. VTI

Last updated Jun 13, 2026

IGV (iShares Expanded Tech-Software Sector ETF) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - IGV is a Technology Equities fund tracking the S&P North American Expanded Technology Software Index, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Both are passively managed. Over the past 10 years, IGV returned 15.87%/yr vs 15.02%/yr for VTI. A 0.79 correlation means they provide meaningful diversification when combined. IGV charges 0.39%/yr vs 0.03%/yr for VTI.

Performance

IGV vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Expanded Tech-Software Sector ETF (IGV) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IGV achieves a -14.18% return, which is significantly lower than VTI's 9.62% return. Over the past 10 years, IGV has outperformed VTI with an annualized return of 15.87%, while VTI has yielded a comparatively lower 15.02% annualized return.

IGV

1D
-0.24%
1M
2.37%
YTD
-14.18%
6M
-16.00%
1Y
-15.27%
3Y*
10.04%
5Y*
3.91%
10Y*
15.87%

VTI

1D
0.57%
1M
0.45%
YTD
9.62%
6M
9.69%
1Y
24.78%
3Y*
20.60%
5Y*
12.20%
10Y*
15.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGV vs. VTI - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IGV
iShares Expanded Tech-Software Sector ETF		-14.18%5.56%23.41%58.56%-35.65%12.30%52.86%34.33%12.44%42.16%
VTI
Vanguard Total Stock Market ETF		9.62%17.10%23.81%26.05%-19.52%25.68%21.08%30.67%-5.23%21.21%

Correlation

The correlation between IGV and VTI is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (10Y)
Calculated over the trailing 10-year period

0.78

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2001

0.79

Over the past year, the correlation between IGV and VTI has dropped to 0.56 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.

IGV vs. VTI - Sectors Allocation Comparison

Sectors
IGV
VTI

Technology

89.2%
33.5%

Communication Services

8.6%
10.3%

Financial Services

1.8%
12.0%

Consumer Cyclical

0.3%
10.0%

Industrials

0.2%
9.8%

Basic Materials

-

2.0%

Consumer Defensive

-

4.7%

Energy

-

3.7%

Healthcare

-

9.2%

Real Estate

-

2.4%

Utilities

-

2.3%

Technology

IGV
89.2%
VTI
33.5%

Communication Services

IGV
8.6%
VTI
10.3%

Financial Services

IGV
1.8%
VTI
12.0%

Consumer Cyclical

IGV
0.3%
VTI
10.0%

Industrials

IGV
0.2%
VTI
9.8%

Basic Materials

IGV

-

VTI
2.0%

Consumer Defensive

IGV

-

VTI
4.7%

Energy

IGV

-

VTI
3.7%

Healthcare

IGV

-

VTI
9.2%

Real Estate

IGV

-

VTI
2.4%

Utilities

IGV

-

VTI
2.3%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Expanded Tech-Software Sector ETF

Vanguard Total Stock Market ETF

Often compared with IGV:
IGV vs. QQQIGV vs. XSWIGV vs. SOXXIGV vs. VGTIGV vs. XLKIGV vs. SMHXIGV vs. VOO
Often compared with VTI:
VTI vs. VOOVTI vs. VXUSVTI vs. SPYVTI vs. VTVTI vs. SCHDVTI vs. FZROXVTI vs. QQQ

Return for Risk

IGV vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IGV
IGV Risk / Return Rank: 55
Overall Rank
IGV Sharpe Ratio Rank: 55
Sharpe Ratio Rank
IGV Sortino Ratio Rank: 55
Sortino Ratio Rank
IGV Omega Ratio Rank: 55
Omega Ratio Rank
IGV Calmar Ratio Rank: 66
Calmar Ratio Rank
IGV Martin Ratio Rank: 66
Martin Ratio Rank
VTI
VTI Risk / Return Rank: 7070
Overall Rank
VTI Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6868
Sortino Ratio Rank
VTI Omega Ratio Rank: 6969
Omega Ratio Rank
VTI Calmar Ratio Rank: 6464
Calmar Ratio Rank
VTI Martin Ratio Rank: 7676
Martin Ratio Rank
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.

IGV vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech-Software Sector ETF (IGV) 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.

IGVVTIDifference
Sharpe ratioReturn per unit of total volatility
-0.55
1.97

-2.52

Sortino ratioReturn per unit of downside risk
-0.61
2.67

-3.29

Omega ratioGain probability vs. loss probability

0.93

1.35

-0.43

Calmar ratioReturn relative to maximum drawdown

-0.42

2.79

-3.21

Martin ratioReturn relative to average drawdown

-0.87

12.52

-13.39

IGV vs. VTI - Sharpe Ratio Comparison

The current IGV Sharpe Ratio is -0.55, which is lower than the VTI Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of IGV and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IGV vs. VTI - Drawdown Comparison

The maximum IGV drawdown since its inception was -63.45%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IGV and VTI.

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Drawdown Indicators

IGVVTIDifference

Max Drawdown

Largest peak-to-trough decline

-63.45%

-55.45%

-8.00%

Max Drawdown (1Y)

Largest decline over 1 year

-36.61%

-8.92%

-27.69%

Max Drawdown (3Y)

Largest decline over 3 years

-36.61%

-19.30%

-17.31%

Max Drawdown (5Y)

Largest decline over 5 years

-45.85%

-25.36%

-20.49%

Max Drawdown (10Y)

Largest decline over 10 years

-45.85%

-35.00%

-10.85%

Current Drawdown

Current decline from peak

-23.00%

-2.14%

-20.86%

Average Drawdown

Average peak-to-trough decline

-14.45%

-8.02%

-6.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.55%

1.99%

+15.56%

Volatility

IGV vs. VTI - Volatility Comparison

iShares Expanded Tech-Software Sector ETF (IGV) has a higher volatility of 12.57% compared to Vanguard Total Stock Market ETF (VTI) at 4.50%. This indicates that IGV's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IGVVTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.57%

4.50%

+8.07%

Volatility (6M)

Calculated over the trailing 6-month period

24.80%

9.82%

+14.98%

Volatility (1Y)

Calculated over the trailing 1-year period

28.06%

12.64%

+15.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.92%

17.47%

+10.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.39%

18.33%

+8.06%

IGV vs. VTI - Expense Ratio Comparison

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

Dividends

IGV vs. VTI - Dividend Comparison

IGV has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.03%.

PositionTTM20252024202320222021202020192018201720162015
IGV
iShares Expanded Tech-Software Sector ETF		0.00%0.00%0.00%0.01%0.01%0.00%0.35%0.02%0.16%0.09%0.82%0.22%
VTI
Vanguard Total Stock Market ETF		1.03%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

IGV and VTI have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IGV has higher volatility (12.57%) compared to VTI (4.50%). In terms of maximum drawdown, IGV dropped -63.45% vs VTI's -55.45%.

On 10-year performance, IGV leads with 15.87% vs 15.02% for VTI. On fees, VTI is cheaper at 0.03% per year. On volatility, VTI has been the lower-risk option at 4.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IGV has performed better with a 15.87% return vs 15.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

VTI has the higher dividend yield at 1.03%, compared with 0.00% for IGV.

IGV is categorized as Technology Equities, while VTI is Large Cap Blend Equities. IGV tracks S&P North American Expanded Technology Software Index, while VTI tracks CRSP US Total Market Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.39% for IGV and 0.03% for VTI.

VTI currently has the higher Sharpe Ratio (1.97 vs -0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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