Total Stock Market ETFs USA
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Total Stock Market ETFs USA, 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 Quarterly
The earliest data available for this chart is May 31, 2001, corresponding to the inception date of VTI
Returns By Period
As of Dec 19, 2024, the Total Stock Market ETFs USA returned 23.20% Year-To-Date and 12.39% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 24.34% | 0.23% | 8.53% | 24.95% | 13.01% | 11.06% |
| Total Stock Market ETFs USA | 24.43% | -1.45% | 9.86% | 24.77% | 13.98% | 12.40% |
| Portfolio components: | ||||||
SWTSX Schwab Total Stock Market Index Fund | 23.43% | -2.35% | 8.95% | 23.78% | 13.77% | 12.30% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 24.80% | -1.17% | 10.18% | 25.16% | 14.08% | 12.47% |
IWV iShares Russell 3000 ETF | 24.58% | -1.20% | 10.11% | 24.94% | 13.95% | 12.34% |
VTI Vanguard Total Stock Market ETF | 24.89% | -1.09% | 10.22% | 25.20% | 14.10% | 12.49% |
Monthly Returns
The table below presents the monthly returns of Total Stock Market ETFs USA, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.08% | 5.39% | 3.23% | -4.38% | 4.56% | 3.26% | 1.86% | 2.12% | 2.07% | -0.75% | 6.69% | 24.43% | |
| 2023 | 6.89% | -2.37% | 2.68% | 1.05% | 0.43% | 6.79% | 3.60% | -1.95% | -4.78% | -2.65% | 9.38% | 5.32% | 25.98% |
| 2022 | -5.99% | -2.51% | 3.26% | -9.05% | -0.24% | -8.37% | 9.40% | -3.75% | -9.26% | 8.15% | 5.20% | -5.86% | -19.47% |
| 2021 | -0.36% | 3.17% | 3.57% | 5.14% | 0.41% | 2.48% | 1.72% | 2.85% | -4.49% | 6.71% | -1.44% | 3.79% | 25.65% |
| 2020 | -0.10% | -8.15% | -13.78% | 13.17% | 5.37% | 2.29% | 5.70% | 7.15% | -3.62% | -2.04% | 12.05% | 4.50% | 20.83% |
| 2019 | 8.56% | 3.53% | 1.42% | 3.95% | -6.43% | 6.99% | 1.47% | -2.06% | 1.76% | 2.12% | 3.79% | 2.84% | 30.75% |
| 2018 | 5.26% | -3.72% | -1.99% | 0.37% | 2.80% | 0.67% | 3.33% | 3.45% | 0.17% | -7.40% | 2.00% | -9.25% | -5.30% |
| 2017 | 1.89% | 3.70% | 0.07% | 1.05% | 1.01% | 0.92% | 1.88% | 0.15% | 2.45% | 2.17% | 3.02% | 1.07% | 21.11% |
| 2016 | -5.69% | -0.03% | 7.06% | 0.54% | 1.86% | 0.24% | 3.96% | 0.23% | 0.17% | -2.19% | 4.49% | 1.94% | 12.68% |
| 2015 | -2.76% | 5.73% | -1.06% | 0.50% | 1.36% | -1.71% | 1.70% | -6.05% | -2.94% | 7.91% | 0.57% | -2.07% | 0.37% |
| 2014 | -3.16% | 4.77% | 0.52% | 0.11% | 2.14% | 2.55% | -1.99% | 4.19% | -2.12% | 2.74% | 2.45% | -0.03% | 12.47% |
| 2013 | 5.44% | 1.23% | 3.96% | 1.63% | 2.41% | -1.19% | 5.41% | -2.92% | 3.77% | 4.24% | 2.77% | 2.70% | 33.33% |
Expense Ratio
Total Stock Market ETFs USA has an expense ratio of 0.08%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Total Stock Market ETFs USA is 62, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
SWTSX Schwab Total Stock Market Index Fund | 1.96 | 2.62 | 1.36 | 2.96 | 12.34 |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 2.09 | 2.78 | 1.39 | 3.13 | 13.34 |
IWV iShares Russell 3000 ETF | 2.07 | 2.76 | 1.38 | 3.17 | 13.43 |
VTI Vanguard Total Stock Market ETF | 2.10 | 2.80 | 1.39 | 3.14 | 13.44 |
Dividends
Dividend yield
Total Stock Market ETFs USA provided a 0.73% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.73% | 1.39% | 1.63% | 1.16% | 1.44% | 1.73% | 2.03% | 1.65% | 1.87% | 1.97% | 1.70% | 1.65% |
| Portfolio components: | ||||||||||||
SWTSX Schwab Total Stock Market Index Fund | 0.00% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% | 1.51% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 0.93% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
IWV iShares Russell 3000 ETF | 1.07% | 1.30% | 1.56% | 1.04% | 1.30% | 1.69% | 1.97% | 1.58% | 1.79% | 1.99% | 1.62% | 1.61% |
VTI Vanguard Total Stock Market ETF | 0.93% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
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 ETFs USA. 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 ETFs USA was 55.25%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.
The current Total Stock Market ETFs USA drawdown is 4.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.25% | Oct 10, 2007 | 355 | Mar 9, 2009 | 760 | Mar 13, 2012 | 1115 |
| -37.26% | Jun 6, 2001 | 336 | Oct 9, 2002 | 522 | Nov 4, 2004 | 858 |
| -35.05% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.31% | Jan 4, 2022 | 195 | Oct 12, 2022 | 297 | Dec 18, 2023 | 492 |
| -20.16% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
Volatility
Volatility Chart
The current Total Stock Market ETFs USA volatility is 4.05%, 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
| VTI | IWV | SWTSX | VTSAX | |
|---|---|---|---|---|
| VTI | 1.00 | 0.99 | 0.99 | 0.99 |
| IWV | 0.99 | 1.00 | 0.99 | 0.99 |
| SWTSX | 0.99 | 0.99 | 1.00 | 1.00 |
| VTSAX | 0.99 | 0.99 | 1.00 | 1.00 |