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 27 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 SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VTSMX vs FLCPX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VTSMX vs FSKAX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 34.70B | May 2001 | VTSMX vs VITPX |
Best Risk-Adjusted Alternatives to VTSMX
VTSMX has a PortfoliosLab risk / return rank of 69. There are 129 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | VTSMX vs SVPFX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 95 | — | Feb 2004 | VTSMX vs GTLOX | |
| Vanguard PRIMECAP Core Fund | 95 | 18.10B | Dec 2004 | VTSMX vs VPCCX | |
| AAMA Equity Fund | 94 | — | Jun 2017 | VTSMX vs AMFEX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 94 | — | Dec 2018 | VTSMX vs FTZIX |
Top Performing VTSMX Alternatives (YTD)
VTSMX is at 14.22% YTD. There are 120 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 28.87% | — | Dec 2018 | VTSMX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 28.84% | 18.10B | Dec 2004 | VTSMX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.73% | — | Nov 2004 | VTSMX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.34% | — | Jan 1995 | VTSMX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 26.29% | — | Dec 2015 | VTSMX vs RESGX |
Lowest Volatility Alternatives to VTSMX
VTSMX has 13.22% 1-year volatility. There are 230 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.20%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.20% | — | Mar 2021 | VTSMX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.27% | — | Jul 2012 | VTSMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.29% | — | Jul 2012 | VTSMX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.84% | — | Aug 2018 | VTSMX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.39% | — | Feb 2012 | VTSMX vs SILVX |
Lowest Drawdown Alternatives to VTSMX
VTSMX has a 1-year max drawdown of -8.93%. There are 157 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 | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | VTSMX vs AMFEX |
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 17 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