VTSMX vs. VONG
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) and Vanguard Russell 1000 Growth ETF (VONG).
VTSMX is managed by Vanguard. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTSMX or VONG.
Key characteristics
| VTSMX | VONG | |
|---|---|---|
| YTD Return | 5.44% | 6.44% |
| 1Y Return | 25.96% | 35.25% |
| 3Y Return (Ann) | 6.07% | 7.99% |
| 5Y Return (Ann) | 12.36% | 16.31% |
| 10Y Return (Ann) | 11.79% | 15.48% |
| Sharpe Ratio | 2.09 | 2.38 |
| Daily Std Dev | 12.17% | 15.01% |
| Max Drawdown | -55.38% | -32.72% |
| Current Drawdown | -4.12% | -4.95% |
Correlation
The correlation between VTSMX and VONG is 0.93, 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
VTSMX vs. VONG - Performance Comparison
In the year-to-date period, VTSMX achieves a 5.44% return, which is significantly lower than VONG's 6.44% return. Over the past 10 years, VTSMX has underperformed VONG with an annualized return of 11.79%, while VONG has yielded a comparatively higher 15.48% 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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VTSMX vs. VONG - Expense Ratio Comparison
VTSMX has a 0.14% expense ratio, which is higher than VONG's 0.08% 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
VTSMX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) and Vanguard Russell 1000 Growth ETF (VONG). 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
VTSMX vs. VONG - Dividend Comparison
VTSMX's dividend yield for the trailing twelve months is around 1.32%, more than VONG's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 1.32% | 1.34% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% | 1.65% | 1.64% |
VONG Vanguard Russell 1000 Growth ETF | 0.70% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
VTSMX vs. VONG - Drawdown Comparison
The maximum VTSMX drawdown since its inception was -55.38%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VTSMX and VONG. For additional features, visit the drawdowns tool.
Volatility
VTSMX vs. VONG - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) is 3.70%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 4.59%. This indicates that VTSMX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.