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 8 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VTWIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | VTWIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | VTWIX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | VTWIX vs TILIX |
Best Risk-Adjusted Alternatives to VTWIX
VTWIX has a PortfoliosLab risk / return rank of 60. There are 30 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | VTWIX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | VTWIX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | VTWIX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | VTWIX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | VTWIX vs VHCAX |
Top Performing VTWIX Alternatives (YTD)
VTWIX is at 11.05% YTD. There are 89 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | VTWIX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | VTWIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | VTWIX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | VTWIX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | VTWIX vs CHAIX |
Lowest Volatility Alternatives to VTWIX
VTWIX has 13.36% 1-year volatility. There are 41 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | VTWIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | VTWIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | VTWIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | VTWIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | VTWIX vs GQEPX |
Lowest Drawdown Alternatives to VTWIX
VTWIX has a 1-year max drawdown of -9.64%. There are 23 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VTWIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VTWIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VTWIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VTWIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VTWIX vs DNVYX |
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