IGHG vs VTI
ProShares Investment Grade-Interest Rate Hedged ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, IGHG or VTI?
Investment Grade Bond against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IGHG | VTI |
|---|---|---|
| Expense Ratio | 0.30% | 0.03%Best |
| AUM | $393M | $689.2B |
| Dividend Yield | 5.12% | 1.06% |
| Holdings | 372 | 3,524 |
| YTD Return | -1.48% | +13.02%Best |
| 1Y Return | -0.59% | +16.63%Best |
| 3Y Return (annualized) | +5.43% | +21.97%Best |
| 5Y Return (annualized) | +4.44% | +11.99%Best |
| Volatility (annualized) | 11.6%Best | 14.9% |
| Max Drawdown | -43.7% | -35.0%Best |
| $10,000 over 5 years | $12,426 | $17,616Best |
| Fund Family | ProShares | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Investment Grade Bond | Large Cap Blend |
| Inception | Nov 5, 2013 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2013 to Oct 14, 2026 (12.9 years).
IGHG vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IGHG vs VTI Performance
ProShares Investment Grade-Interest Rate Hedged ETF (IGHG) is an ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year IGHG returned -0.59% while VTI returned +16.63%. Year to date, IGHG is down 1.48% versus a gain of 13.02% for VTI.
Over three years, IGHG compounded at +5.43% per year against +21.97% for VTI; over five years the annualized figures are +4.44% and +11.99% respectively. Across the full 13-year window we track, VTI has the edge at +12.33% annualized vs +3.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 14.9% compared with 11.6% for IGHG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -43.7% for IGHG and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IGHG charges 0.30% per year while VTI charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, IGHG currently yields 5.12% against 1.06% for VTI.
Holdings Overlap
At least 0.5% of VTI's money is in holdings IGHG also owns.
Stated as a floor: for IGHG, our book for it covers 60.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 119 positions we hold weights for in IGHG and 3,441 in VTI, against full books of 372 and 3,524.
Top Shared Holdings
| Stock | Weight in IGHG | Weight in VTI | Difference |
|---|---|---|---|
| GEGeneral Electric Co 6.75% 03/15/2032 | 0.42% | 0.47% | 0.05% |
You are not choosing between two funds in isolation.
Whichever of IGHG and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IGHG or VTI?
IGHG has an expense ratio of 0.30% while VTI charges 0.03%. VTI is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, IGHG or VTI?
Over the past year IGHG returned -0.59% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (13 years), IGHG annualized +3.34% vs +12.33% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGHG or VTI?
VTI has been the more volatile fund at 14.9% annualized versus 11.6% for IGHG. Worst drawdown: IGHG -43.7% vs VTI -35.0%.
Should I hold both IGHG and VTI?
IGHG and VTI have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IGHG or VTI?
IGHG yields 5.12% while VTI yields 1.06%, so IGHG currently pays the higher dividend yield.
Is VTI better than IGHG?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.