Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) belongs to the Large Cap Growth 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 0.08% annually. There are 9 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | VTWIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | VTWIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VTWIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | VTWIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | VTWIX vs TILIX |
Best Risk-Adjusted Alternatives to VTWIX
VTWIX has a PortfoliosLab risk / return rank of 70. There are 44 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | VTWIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | VTWIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | VTWIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | VTWIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | VTWIX vs POGRX |
Top Performing VTWIX Alternatives (YTD)
VTWIX is at 13.18% YTD. There are 106 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | VTWIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | VTWIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | VTWIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | VTWIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | VTWIX vs FOKFX |
Lowest Volatility Alternatives to VTWIX
VTWIX has 12.36% 1-year volatility. There are 29 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | VTWIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | VTWIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | VTWIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | VTWIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | VTWIX vs AWYIX |
Lowest Drawdown Alternatives to VTWIX
VTWIX has a 1-year max drawdown of -9.64%. There are 24 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | VTWIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VTWIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VTWIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | VTWIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VTWIX vs AQEIX |
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 8 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