IVVB vs. VTI
IVVB (iShares Large Cap Deep Buffer ETF) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - IVVB is a Options Trading fund actively managed by iShares, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. IVVB is actively managed, while VTI is passively managed. Over the past year, IVVB returned 12.68% vs 24.22% for VTI. Their correlation of 0.93 suggests significant overlap in exposure. IVVB charges 0.50%/yr vs 0.03%/yr for VTI.
Performance
IVVB vs. VTI - Performance Comparison
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Returns By Period
In the year-to-date period, IVVB achieves a 3.81% return, which is significantly lower than VTI's 8.82% return.
IVVB
- 1D
- -0.46%
- 1M
- -0.43%
- YTD
- 3.81%
- 6M
- 2.94%
- 1Y
- 12.68%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VTI
- 1D
- -1.39%
- 1M
- -0.84%
- YTD
- 8.82%
- 6M
- 7.71%
- 1Y
- 24.22%
- 3Y*
- 20.62%
- 5Y*
- 11.90%
- 10Y*
- 15.14%
IVVB vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IVVB iShares Large Cap Deep Buffer ETF | 3.81% | 9.60% | 18.66% | 2.64% |
VTI Vanguard Total Stock Market ETF | 8.82% | 17.10% | 23.81% | 9.67% |
Correlation
The correlation between IVVB and VTI is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2023 | 0.93 |
The correlation between IVVB and VTI has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
IVVB vs. VTI — Risk / Return Rank
IVVB
VTI
IVVB vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Large Cap Deep Buffer ETF (IVVB) 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.
| IVVB | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.73 | -0.51 |
| Martin ratioReturn relative to average drawdown | 9.43 | 12.14 | -2.71 |
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Drawdowns
IVVB vs. VTI - Drawdown Comparison
The maximum IVVB drawdown since its inception was -13.08%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IVVB and VTI.
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Drawdown Indicators
| IVVB | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.08% | -55.45% | +42.37% |
Max Drawdown (1Y)Largest decline over 1 year | -5.75% | -8.92% | +3.17% |
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 DrawdownCurrent decline from peak | -0.88% | -2.85% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -1.59% | -8.01% | +6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 2.00% | -0.65% |
Volatility
IVVB vs. VTI - Volatility Comparison
The current volatility for iShares Large Cap Deep Buffer ETF (IVVB) is 1.74%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.95%. This indicates that IVVB 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.
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Volatility by Period
| IVVB | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 4.95% | -3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 5.49% | 10.05% | -4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.40% | 12.83% | -5.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.25% | 17.51% | -8.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.25% | 18.32% | -9.07% |
IVVB vs. VTI - Expense Ratio Comparison
IVVB has a 0.50% expense ratio, which is higher than VTI's 0.03% expense ratio.
Dividends
IVVB vs. VTI - Dividend Comparison
IVVB's dividend yield for the trailing twelve months is around 1.18%, more than VTI's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVB iShares Large Cap Deep Buffer ETF | 1.18% | 1.22% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.04% | 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
With a correlation of 0.91, IVVB and VTI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VTI has higher volatility (4.95%) compared to IVVB (1.74%). In terms of maximum drawdown, IVVB dropped -13.08% vs VTI's -55.45%.
On 1-year performance, VTI leads with 24.22% vs 12.68% for IVVB. On fees, VTI is cheaper at 0.03% per year. On volatility, IVVB has been the lower-risk option at 1.74%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, VTI has performed better with a 24.22% return vs 12.68%. 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 0.50% for IVVB.
IVVB has the higher dividend yield at 1.18%, compared with 1.04% for VTI.
IVVB is categorized as Options Trading, while VTI is Large Cap Blend Equities. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.50% for IVVB and 0.03% for VTI.
VTI currently has the higher Sharpe Ratio (1.90 vs 1.72), 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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