Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) 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 VTWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VTWIX
VTWIX charges 0.07% annually. There are 31 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VTWIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | VTWIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VTWIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VTWIX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | VTWIX vs SSEYX |
Best Risk-Adjusted Alternatives to VTWIX
VTWIX has a PortfoliosLab risk / return rank of 66. There are 89 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 | VTWIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | VTWIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | VTWIX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | VTWIX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | VTWIX vs RCKSX |
Top Performing VTWIX Alternatives (YTD)
VTWIX is at 11.28% YTD. There are 102 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | VTWIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | VTWIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | VTWIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | VTWIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | VTWIX vs IGIAX |
Lowest Volatility Alternatives to VTWIX
VTWIX has 13.64% 1-year volatility. There are 287 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | VTWIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | VTWIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | VTWIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | VTWIX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | VTWIX vs SILVX |
Lowest Drawdown Alternatives to VTWIX
VTWIX has a 1-year max drawdown of -9.64%. There are 235 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 | VTWIX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VTWIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VTWIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VTWIX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | VTWIX 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 VTWIX
Investors most often compare VTWIX with VTWAX, VTI, FZROX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VTWIX with Any Fund or Stock
Compare VTWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VTWIX with funds that move differently
Vanguard Total World Stock Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTWIX.
Explore VTWIX Diversifiers