POMIX vs. VTI
Compare and contrast key facts about T. Rowe Price Total Equity Market Index Fund (POMIX) and Vanguard Total Stock Market ETF (VTI).
POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POMIX or VTI.
Correlation
The correlation between POMIX and VTI is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
POMIX vs. VTI - Performance Comparison
Key characteristics
POMIX:
1.89
VTI:
2.10
POMIX:
2.54
VTI:
2.80
POMIX:
1.35
VTI:
1.39
POMIX:
2.86
VTI:
3.14
POMIX:
11.79
VTI:
13.44
POMIX:
2.08%
VTI:
2.00%
POMIX:
12.95%
VTI:
12.79%
POMIX:
-55.54%
VTI:
-55.45%
POMIX:
-4.72%
VTI:
-3.03%
Returns By Period
In the year-to-date period, POMIX achieves a 22.49% return, which is significantly lower than VTI's 24.89% return. Both investments have delivered pretty close results over the past 10 years, with POMIX having a 12.08% annualized return and VTI not far ahead at 12.52%.
POMIX
22.49%
-1.62%
7.84%
23.11%
13.41%
12.08%
VTI
24.89%
-0.60%
10.03%
25.20%
14.09%
12.52%
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POMIX vs. VTI - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
POMIX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
POMIX vs. VTI - Dividend Comparison
POMIX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 0.93%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 0.00% | 1.20% | 1.46% | 1.02% | 1.17% | 1.52% | 1.77% | 1.43% | 1.62% | 1.78% | 1.41% | 1.27% |
VTI Vanguard Total Stock Market ETF | 0.93% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
POMIX vs. VTI - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for POMIX and VTI. For additional features, visit the drawdowns tool.
Volatility
POMIX vs. VTI - Volatility Comparison
T. Rowe Price Total Equity Market Index Fund (POMIX) has a higher volatility of 4.23% compared to Vanguard Total Stock Market ETF (VTI) at 4.00%. This indicates that POMIX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.