ILCB vs. VTI
Compare and contrast key facts about iShares Morningstar U.S. Equity ETF (ILCB) and Vanguard Total Stock Market ETF (VTI).
ILCB and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ILCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Large-Mid Cap Index. It was launched on Jun 28, 2004. 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. Both ILCB and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ILCB or VTI.
Key characteristics
| ILCB | VTI | |
|---|---|---|
| YTD Return | 26.95% | 26.15% |
| 1Y Return | 35.47% | 35.28% |
| 3Y Return (Ann) | 9.44% | 8.67% |
| 5Y Return (Ann) | 14.83% | 15.15% |
| 10Y Return (Ann) | 12.59% | 12.89% |
| Sharpe Ratio | 3.10 | 3.04 |
| Sortino Ratio | 4.12 | 4.05 |
| Omega Ratio | 1.58 | 1.57 |
| Calmar Ratio | 0.38 | 4.47 |
| Martin Ratio | 20.01 | 19.73 |
| Ulcer Index | 1.91% | 1.94% |
| Daily Std Dev | 12.35% | 12.58% |
| Max Drawdown | -100.00% | -55.45% |
| Current Drawdown | -99.99% | -0.44% |
Correlation
The correlation between ILCB and VTI is 0.95, 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
ILCB vs. VTI - Performance Comparison
The year-to-date returns for both stocks are quite close, with ILCB having a 26.95% return and VTI slightly lower at 26.15%. Both investments have delivered pretty close results over the past 10 years, with ILCB having a 12.59% annualized return and VTI not far ahead at 12.89%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ILCB vs. VTI - Expense Ratio Comparison
Both ILCB and VTI have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
ILCB vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar U.S. Equity ETF (ILCB) 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
ILCB vs. VTI - Dividend Comparison
ILCB's dividend yield for the trailing twelve months is around 1.18%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | 1.18% | 1.43% | 1.65% | 1.16% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% | 1.86% | 1.89% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
ILCB vs. VTI - Drawdown Comparison
The maximum ILCB drawdown since its inception was -100.00%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ILCB and VTI. For additional features, visit the drawdowns tool.
Volatility
ILCB vs. VTI - Volatility Comparison
The current volatility for iShares Morningstar U.S. Equity ETF (ILCB) is 3.76%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.97%. This indicates that ILCB experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.