VTI vs. IEO
VTI (Vanguard Total Stock Market ETF) and IEO (iShares U.S. Oil & Gas Exploration & Production ETF) are both exchange-traded funds - VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index, while IEO is a Energy Equities fund tracking the Dow Jones U.S. Select Oil Exploration & Production Index. Both are passively managed. Over the past 10 years, VTI returned 15.02%/yr vs 10.15%/yr for IEO. A 0.58 correlation means they provide meaningful diversification when combined. VTI charges 0.03%/yr vs 0.42%/yr for IEO.
Performance
VTI vs. IEO - Performance Comparison
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Returns By Period
In the year-to-date period, VTI achieves a 9.62% return, which is significantly lower than IEO's 30.41% return. Over the past 10 years, VTI has outperformed IEO with an annualized return of 15.02%, while IEO has yielded a comparatively lower 10.15% annualized return.
VTI
- 1D
- 0.57%
- 1M
- 0.45%
- YTD
- 9.62%
- 6M
- 9.69%
- 1Y
- 24.78%
- 3Y*
- 20.60%
- 5Y*
- 12.20%
- 10Y*
- 15.02%
IEO
- 1D
- 1.19%
- 1M
- -0.42%
- YTD
- 30.41%
- 6M
- 25.27%
- 1Y
- 30.21%
- 3Y*
- 14.23%
- 5Y*
- 18.26%
- 10Y*
- 10.15%
VTI vs. IEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 9.62% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
IEO iShares U.S. Oil & Gas Exploration & Production ETF | 30.41% | 2.15% | -1.45% | 3.57% | 57.82% | 75.57% | -32.77% | 9.63% | -19.44% | 0.33% |
Correlation
The correlation between VTI and IEO is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 5, 2006 | 0.58 |
The correlation between VTI and IEO shifts across timeframes, from -0.09 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.
VTI vs. IEO - Sectors Allocation Comparison
Sectors
VTI
IEO
Technology
-
Financial Services
-
Communication Services
-
Consumer Cyclical
-
Industrials
-
Healthcare
-
Consumer Defensive
-
Energy
Real Estate
-
Utilities
-
Basic Materials
Technology
VTI
IEO
-
Financial Services
VTI
IEO
-
Communication Services
VTI
IEO
-
Consumer Cyclical
VTI
IEO
-
Industrials
VTI
IEO
-
Healthcare
VTI
IEO
-
Consumer Defensive
VTI
IEO
-
Energy
VTI
IEO
Real Estate
VTI
IEO
-
Utilities
VTI
IEO
-
Basic Materials
VTI
IEO
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Return for Risk
VTI vs. IEO — Risk / Return Rank
VTI
IEO
VTI vs. IEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market ETF (VTI) and iShares U.S. Oil & Gas Exploration & Production ETF (IEO). 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.
| VTI | IEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.20 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 2.12 | +0.67 |
| Martin ratioReturn relative to average drawdown | 12.52 | 5.49 | +7.03 |
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Drawdowns
VTI vs. IEO - Drawdown Comparison
The maximum VTI drawdown since its inception was -55.45%, smaller than the maximum IEO drawdown of -79.17%. Use the drawdown chart below to compare losses from any high point for VTI and IEO.
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Drawdown Indicators
| VTI | IEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.45% | -79.17% | +23.72% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -14.30% | +5.38% |
Max Drawdown (3Y)Largest decline over 3 years | -19.30% | -31.46% | +12.16% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -31.46% | +6.10% |
Max Drawdown (10Y)Largest decline over 10 years | -35.00% | -75.00% | +40.00% |
Current DrawdownCurrent decline from peak | -2.14% | -10.18% | +8.04% |
Average DrawdownAverage peak-to-trough decline | -8.02% | -26.24% | +18.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 5.52% | -3.53% |
Volatility
VTI vs. IEO - Volatility Comparison
The current volatility for Vanguard Total Stock Market ETF (VTI) is 4.50%, while iShares U.S. Oil & Gas Exploration & Production ETF (IEO) has a volatility of 8.62%. This indicates that VTI experiences smaller price fluctuations and is considered to be less risky than IEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTI | IEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 8.62% | -4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 20.33% | -10.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 25.36% | -12.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 30.61% | -13.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 34.99% | -16.66% |
VTI vs. IEO - Expense Ratio Comparison
VTI has a 0.03% expense ratio, which is lower than IEO's 0.42% expense ratio.
Dividends
VTI vs. IEO - Dividend Comparison
VTI's dividend yield for the trailing twelve months is around 1.03%, less than IEO's 2.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEO iShares U.S. Oil & Gas Exploration & Production ETF | 2.03% | 2.61% | 2.63% | 3.00% | 3.77% | 2.62% | 3.17% | 1.85% | 1.67% | 0.94% | 0.98% | 2.03% |
VTI Vanguard Total Stock Market ETF | 1.03% | 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
VTI and IEO have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IEO has higher volatility (8.62%) compared to VTI (4.50%). In terms of maximum drawdown, VTI dropped -55.45% vs IEO's -79.17%.
On 10-year performance, VTI leads with 15.02% vs 10.15% for IEO. On fees, VTI is cheaper at 0.03% per year. On volatility, VTI has been the lower-risk option at 4.50%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, VTI has performed better with a 15.02% return vs 10.15%. 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 0.42% for IEO.
IEO has the higher dividend yield at 2.03%, compared with 1.03% for VTI.
VTI is categorized as Large Cap Blend Equities, while IEO is Energy Equities. VTI tracks CRSP US Total Market Index, while IEO tracks Dow Jones U.S. Select Oil Exploration & Production Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.03% for VTI and 0.42% for IEO.
VTI currently has the higher Sharpe Ratio (1.97 vs 1.20), 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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