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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | VTSMX vs VSMPX |
Best Risk-Adjusted Alternatives to VTSMX
VTSMX has a PortfoliosLab risk / return rank of 64. There are 124 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | VTSMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | VTSMX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | VTSMX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | VTSMX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | VTSMX vs IGIAX |
Top Performing VTSMX Alternatives (YTD)
VTSMX is at 10.32% YTD. There are 108 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | VTSMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | VTSMX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | VTSMX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | VTSMX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | VTSMX vs FLVCX |
Lowest Volatility Alternatives to VTSMX
VTSMX has 12.84% 1-year volatility. There are 236 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | VTSMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | VTSMX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | VTSMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | VTSMX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | VTSMX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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