VGSTX vs. VTI
Compare and contrast key facts about Vanguard STAR Fund (VGSTX) and Vanguard Total Stock Market ETF (VTI).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985. 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: VGSTX or VTI.
Key characteristics
| VGSTX | VTI | |
|---|---|---|
| YTD Return | 9.10% | 20.18% |
| 1Y Return | 19.63% | 32.92% |
| 3Y Return (Ann) | 0.95% | 6.99% |
| 5Y Return (Ann) | 7.71% | 14.37% |
| 10Y Return (Ann) | 7.46% | 12.40% |
| Sharpe Ratio | 2.55 | 2.97 |
| Sortino Ratio | 3.71 | 3.93 |
| Omega Ratio | 1.48 | 1.55 |
| Calmar Ratio | 1.50 | 3.76 |
| Martin Ratio | 16.85 | 19.19 |
| Ulcer Index | 1.36% | 1.93% |
| Daily Std Dev | 9.02% | 12.50% |
| Max Drawdown | -38.62% | -55.45% |
| Current Drawdown | -2.39% | -2.31% |
Correlation
The correlation between VGSTX and VTI is 0.94, 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
VGSTX vs. VTI - Performance Comparison
In the year-to-date period, VGSTX achieves a 9.10% return, which is significantly lower than VTI's 20.18% return. Over the past 10 years, VGSTX has underperformed VTI with an annualized return of 7.46%, while VTI has yielded a comparatively higher 12.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGSTX vs. VTI - Expense Ratio Comparison
VGSTX has a 0.31% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
VGSTX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) 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
VGSTX vs. VTI - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 5.15%, more than VTI's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 5.15% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 4.51% | 4.77% | 5.62% | 4.18% | 2.48% |
VTI Vanguard Total Stock Market ETF | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VGSTX vs. VTI - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -38.62%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VGSTX and VTI. For additional features, visit the drawdowns tool.
Volatility
VGSTX vs. VTI - Volatility Comparison
The current volatility for Vanguard STAR Fund (VGSTX) is 1.94%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.25%. This indicates that VGSTX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.