IWV vs. VTI

In the year-to-date period, IWV achieves a 1.46% return, which is significantly higher than VTI's 1.31% return. Both investments have delivered pretty close results over the past 10 years, with IWV having a 12.04% annualized return and VTI not far ahead at 12.17%.

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IWV has a 0.20% 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%.

This table presents a comparison of risk-adjusted performance metrics for iShares Russell 3000 ETF (IWV) 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.

The current IWV Sharpe Ratio is 0.68, which is comparable to the VTI Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of IWV and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IWV's dividend yield for the trailing twelve months is around 1.09%, less than VTI's 1.28% yield.

The maximum IWV drawdown since its inception was -55.61%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IWV and VTI. For additional features, visit the drawdowns tool.

iShares Russell 3000 ETF (IWV) and Vanguard Total Stock Market ETF (VTI) have volatilities of 5.42% and 5.53%, 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.