Total Stock Market + VGT
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VGT Vanguard Information Technology ETF | Technology Equities | 30% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 70% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Total Stock Market + VGT, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Jan 30, 2004, corresponding to the inception date of VGT
Returns By Period
As of Apr 20, 2025, the Total Stock Market + VGT returned -12.88% Year-To-Date and 13.05% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.79% | -9.92% | 6.35% | 14.12% | 9.63% |
| Total Stock Market + VGT | -14.14% | -8.41% | -12.62% | 6.49% | 16.83% | 13.34% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -10.40% | -6.88% | -9.83% | 6.93% | 15.43% | 10.87% |
VGT Vanguard Information Technology ETF | -18.60% | -10.35% | -16.03% | 5.91% | 18.85% | 17.84% |
Monthly Returns
The table below presents the monthly returns of Total Stock Market + VGT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.27% | -2.36% | -7.37% | -6.26% | -14.14% | ||||||||
| 2024 | 1.53% | 5.09% | 2.48% | -4.92% | 6.21% | 5.27% | 0.34% | 1.64% | 2.17% | -0.74% | 6.77% | -1.66% | 26.26% |
| 2023 | 8.03% | -1.23% | 5.59% | 0.49% | 3.84% | 6.51% | 3.31% | -2.04% | -5.57% | -2.24% | 11.11% | 5.13% | 36.65% |
| 2022 | -6.83% | -3.28% | 3.27% | -10.27% | -0.84% | -8.71% | 10.99% | -4.53% | -10.28% | 7.84% | 5.25% | -6.71% | -23.91% |
| 2021 | -0.49% | 2.44% | 2.43% | 5.08% | -0.24% | 4.43% | 2.42% | 3.13% | -5.01% | 7.32% | 0.48% | 3.24% | 27.70% |
| 2020 | 1.40% | -7.73% | -12.27% | 13.56% | 6.39% | 4.23% | 5.83% | 8.79% | -4.11% | -2.96% | 12.11% | 5.11% | 30.50% |
| 2019 | 8.35% | 4.86% | 2.36% | 4.81% | -7.34% | 7.69% | 2.18% | -2.12% | 1.61% | 2.71% | 4.46% | 3.24% | 36.91% |
| 2018 | 6.00% | -2.47% | -2.45% | 0.29% | 4.19% | 0.25% | 3.08% | 5.33% | 0.20% | -7.79% | 0.78% | -8.89% | -2.69% |
| 2017 | 2.60% | 4.08% | 0.74% | 1.47% | 2.09% | -0.19% | 2.60% | 1.11% | 1.90% | 3.87% | 2.38% | 0.81% | 26.03% |
| 2016 | -5.77% | -0.30% | 7.65% | -0.96% | 2.79% | -0.50% | 5.03% | 0.85% | 0.89% | -1.68% | 3.25% | 1.78% | 13.11% |
| 2015 | -2.96% | 6.49% | -1.55% | 0.81% | 1.65% | -2.34% | 1.87% | -6.01% | -2.46% | 8.67% | 0.78% | -2.31% | 1.73% |
| 2014 | -2.94% | 4.86% | 0.32% | -0.20% | 2.48% | 2.77% | -1.28% | 4.18% | -1.87% | 2.50% | 3.21% | -0.41% | 14.10% |
Expense Ratio
Total Stock Market + VGT has an expense ratio of 0.05%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Total Stock Market + VGT is 23, meaning it’s performing worse than 77% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 0.27 | 0.52 | 1.08 | 0.27 | 1.20 |
VGT Vanguard Information Technology ETF | 0.02 | 0.23 | 1.03 | 0.02 | 0.08 |
Dividends
Dividend yield
Total Stock Market + VGT provided a 1.20% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.20% | 1.07% | 1.20% | 1.44% | 1.04% | 1.24% | 1.58% | 1.82% | 1.49% | 1.74% | 1.77% | 1.57% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.45% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
VGT Vanguard Information Technology ETF | 0.63% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Total Stock Market + VGT. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Total Stock Market + VGT was 54.74%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.
The current Total Stock Market + VGT drawdown is 16.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.74% | Nov 1, 2007 | 339 | Mar 9, 2009 | 540 | Apr 28, 2011 | 879 |
| -33.77% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -29.56% | Dec 28, 2021 | 200 | Oct 12, 2022 | 294 | Dec 13, 2023 | 494 |
| -22.73% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -21.09% | Oct 4, 2018 | 56 | Dec 24, 2018 | 70 | Apr 5, 2019 | 126 |
Volatility
Volatility Chart
The current Total Stock Market + VGT volatility is 15.91%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| VGT | VTI | |
|---|---|---|
| VGT | 1.00 | 0.87 |
| VTI | 0.87 | 1.00 |