ITOT vs. VTV: Tech-Weighted Breadth or Higher-Yield Value?

Overview

• As of data through Dec. 17, 2025, ITOT modestly outpaced VTV over five years and posted a substantially smaller maximum drawdown.
• ITOT tracks nearly the entire U.S. market with 2,498 holdings and about 34% in technology, led by Nvidia, Apple and Microsoft.
• VTV tilts to large-cap value with heavier weights in financials (22%), industrials (16%) and healthcare (15%), topped by JPMorgan Chase, Berkshire Hathaway and Johnson & Johnson.
• Costs stay ultra low, with expense ratios of 0.03% for ITOT and 0.04% for VTV, though VTV carries larger assets under management at about $215.5 billion versus $80.39 billion for ITOT.
• Income seekers may prefer VTV’s 2% dividend yield, while ITOT offers broader diversification shaped by market-cap weighting to recent tech leaders.