IPAC vs. VTI
Compare and contrast key facts about iShares Core MSCI Pacific ETF (IPAC) and Vanguard Total Stock Market ETF (VTI).
IPAC and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IPAC is a passively managed fund by iShares that tracks the performance of the MSCI Pacific Investable Market Index. It was launched on Jun 10, 2014. 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 IPAC 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: IPAC or VTI.
Performance
IPAC vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, IPAC achieves a 6.95% return, which is significantly lower than VTI's 23.63% return. Over the past 10 years, IPAC has underperformed VTI with an annualized return of 5.50%, while VTI has yielded a comparatively higher 12.59% annualized return.
IPAC
6.95%
-3.21%
1.44%
13.64%
4.38%
5.50%
VTI
23.63%
0.87%
11.41%
32.34%
14.66%
12.59%
Key characteristics
| IPAC | VTI | |
|---|---|---|
| Sharpe Ratio | 0.99 | 2.58 |
| Sortino Ratio | 1.44 | 3.45 |
| Omega Ratio | 1.18 | 1.48 |
| Calmar Ratio | 1.11 | 3.76 |
| Martin Ratio | 4.81 | 16.56 |
| Ulcer Index | 3.11% | 1.95% |
| Daily Std Dev | 15.07% | 12.51% |
| Max Drawdown | -30.99% | -55.45% |
| Current Drawdown | -6.63% | -2.43% |
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IPAC vs. VTI - Expense Ratio Comparison
IPAC has a 0.09% 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%.
Correlation
The correlation between IPAC and VTI is 0.75, 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.
Risk-Adjusted Performance
IPAC vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Pacific ETF (IPAC) 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
IPAC vs. VTI - Dividend Comparison
IPAC's dividend yield for the trailing twelve months is around 3.04%, more than VTI's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPAC iShares Core MSCI Pacific ETF | 3.04% | 3.16% | 2.76% | 4.03% | 1.68% | 3.37% | 2.95% | 2.98% | 2.66% | 2.60% | 0.96% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
IPAC vs. VTI - Drawdown Comparison
The maximum IPAC drawdown since its inception was -30.99%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IPAC and VTI. For additional features, visit the drawdowns tool.
Volatility
IPAC vs. VTI - Volatility Comparison
iShares Core MSCI Pacific ETF (IPAC) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.07% and 4.27%, 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.