VUS vs. ITOT

Last updated Jun 4, 2026

VUS (Virtus U.S. Dividend ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds. VUS is actively managed, while ITOT is passively managed. Their correlation of 0.93 suggests significant overlap in exposure. VUS charges 0.25%/yr vs 0.03%/yr for ITOT.

Performance

VUS vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus U.S. Dividend ETF (VUS) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VUS achieves a 19.93% return, which is significantly higher than ITOT's 11.25% return.

VUS

• 1D: -0.58%
• 1M: 4.84%
• YTD: 19.93%
• 6M: 20.90%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ITOT

• 1D: -0.73%
• 1M: 5.01%
• YTD: 11.25%
• 6M: 11.12%
• 1Y: 28.12%
• 3Y*: 22.09%
• 5Y*: 12.69%
• 10Y*: 15.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VUS vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025
VUS Virtus U.S. Dividend ETF	19.93%	0.81%
ITOT iShares Core S&P Total U.S. Stock Market ETF	11.25%	-0.12%

Correlation

The correlation between VUS and ITOT is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 4, 2025	0.93

VUS vs. ITOT - Sectors Allocation Comparison

Sectors	VUS	ITOT
Technology	34.7%	33.8%
Industrials	11.5%	9.5%
Real Estate	10.4%	2.4%
Financial Services	9.5%	12.1%
Healthcare	8.3%	9.0%
Energy	6.0%	3.7%
Communication Services	5.3%	10.3%
Consumer Cyclical	5.2%	10.1%
Utilities	3.3%	2.3%
Consumer Defensive	3.2%	4.7%
Basic Materials	2.7%	2.1%

Return for Risk

VUS vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITOT

ITOT Risk / Return Rank: 68
ITOT Sharpe Ratio Rank: 69
ITOT Sortino Ratio Rank: 68
ITOT Omega Ratio Rank: 67
ITOT Calmar Ratio Rank: 63
ITOT Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUS vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus U.S. Dividend ETF (VUS) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	VUS	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.32	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.23	0.57	+2.66

Drawdowns

VUS vs. ITOT - Drawdown Comparison

The maximum VUS drawdown since its inception was -9.45%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VUS and ITOT.

Drawdown Indicators

	VUS	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-9.45%	-55.20%	+45.75%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-0.58%	-0.73%	+0.15%
Average Drawdown Average peak-to-trough decline	-1.46%	-6.97%	+5.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.94%	—

Volatility

Volatility by Period

	VUS	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.99%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.13%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.63%	12.20%	+2.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.63%	17.36%	-2.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.63%	18.26%	-3.63%

VUS vs. ITOT - Expense Ratio Comparison

VUS has a 0.25% expense ratio, which is higher than ITOT'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%.

Dividends

VUS vs. ITOT - Dividend Comparison

VUS's dividend yield for the trailing twelve months is around 0.73%, less than ITOT's 0.98% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITOT iShares Core S&P Total U.S. Stock Market ETF	0.98%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%
VUS Virtus U.S. Dividend ETF	0.73%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both VUS and ITOT in my portfolio?

With a correlation of 0.93, VUS and ITOT 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.

Which ETF is better, VUS or ITOT?

On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VUS or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.25% for VUS.

Which ETF pays a higher dividend yield, VUS or ITOT?

ITOT has the higher dividend yield at 0.98%, compared with 0.73% for VUS.

What is the main difference between VUS and ITOT?

They also come from different issuers: Virtus and iShares. Their fees differ too: 0.25% for VUS and 0.03% for ITOT.