IYY vs. VTI
Compare and contrast key facts about iShares Dow Jones U.S. ETF (IYY) and Vanguard Total Stock Market ETF (VTI).
IYY and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Index. It was launched on Jun 12, 2000. 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 IYY 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: IYY or VTI.
Correlation
The correlation between IYY and VTI is 0.98, 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
IYY vs. VTI - Performance Comparison
Key characteristics
IYY:
1.90
VTI:
1.92
IYY:
2.54
VTI:
2.56
IYY:
1.35
VTI:
1.35
IYY:
2.86
VTI:
2.88
IYY:
12.48
VTI:
12.48
IYY:
1.95%
VTI:
1.98%
IYY:
12.82%
VTI:
12.86%
IYY:
-55.17%
VTI:
-55.45%
IYY:
-4.33%
VTI:
-3.99%
Returns By Period
The year-to-date returns for both investments are quite close, with IYY having a 23.43% return and VTI slightly higher at 23.66%. Both investments have delivered pretty close results over the past 10 years, with IYY having a 12.42% annualized return and VTI not far ahead at 12.48%.
IYY
23.43%
-0.77%
7.85%
23.55%
13.86%
12.42%
VTI
23.66%
-0.38%
8.51%
23.75%
13.89%
12.48%
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IYY vs. VTI - Expense Ratio Comparison
IYY 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%.
Risk-Adjusted Performance
IYY vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones U.S. ETF (IYY) 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
IYY vs. VTI - Dividend Comparison
IYY's dividend yield for the trailing twelve months is around 1.08%, less than VTI's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYY iShares Dow Jones U.S. ETF | 1.08% | 1.29% | 1.49% | 1.04% | 1.31% | 1.80% | 1.97% | 1.62% | 1.81% | 1.97% | 1.66% | 1.63% |
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
IYY vs. VTI - Drawdown Comparison
The maximum IYY drawdown since its inception was -55.17%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IYY and VTI. For additional features, visit the drawdowns tool.
Volatility
IYY vs. VTI - Volatility Comparison
iShares Dow Jones U.S. ETF (IYY) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.95% and 3.85%, 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.