Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VTSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VTSMX
VTSMX charges 0.06% annually. There are 28 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | VTSMX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VTSMX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VTSMX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VTSMX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | VTSMX vs SWPPX |
Best Risk-Adjusted Alternatives to VTSMX
VTSMX has a PortfoliosLab risk / return rank of 68. There are 111 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | VTSMX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | VTSMX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | VTSMX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | VTSMX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | VTSMX vs VPMAX |
Top Performing VTSMX Alternatives (YTD)
VTSMX is at 11.72% YTD. There are 119 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | VTSMX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | VTSMX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | VTSMX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | VTSMX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | VTSMX vs VPMAX |
Lowest Volatility Alternatives to VTSMX
VTSMX has 12.86% 1-year volatility. There are 230 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | VTSMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | VTSMX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | VTSMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | VTSMX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | VTSMX vs JEPIX |
Lowest Drawdown Alternatives to VTSMX
VTSMX has a 1-year max drawdown of -8.93%. There are 161 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | VTSMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VTSMX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VTSMX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VTSMX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VTSMX vs QUERX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VTSMX
Investors most often compare VTSMX with VTI, DODFX, TRBCX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare VTSMX with Any Fund or Stock
Compare VTSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VTSMX with funds that move differently
Vanguard Total Stock Market Index Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTSMX.
Explore VTSMX Diversifiers