VTSMX vs. VOO
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) and Vanguard S&P 500 ETF (VOO).
VTSMX is managed by Vanguard. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTSMX or VOO.
Correlation
The correlation between VTSMX and VOO 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
VTSMX vs. VOO - Performance Comparison
Key characteristics
VTSMX:
2.08
VOO:
2.25
VTSMX:
2.77
VOO:
2.98
VTSMX:
1.38
VOO:
1.42
VTSMX:
3.12
VOO:
3.31
VTSMX:
13.26
VOO:
14.77
VTSMX:
2.01%
VOO:
1.90%
VTSMX:
12.85%
VOO:
12.46%
VTSMX:
-55.38%
VOO:
-33.99%
VTSMX:
-3.10%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VTSMX achieves a 24.68% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VTSMX has underperformed VOO with an annualized return of 12.39%, while VOO has yielded a comparatively higher 13.08% annualized return.
VTSMX
24.68%
-0.65%
9.91%
25.03%
13.96%
12.39%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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VTSMX vs. VOO - Expense Ratio Comparison
VTSMX has a 0.14% expense ratio, which is higher than VOO'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
VTSMX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VTSMX's dividend yield for the trailing twelve months is around 0.86%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 0.86% | 1.34% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% | 1.65% | 1.64% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VTSMX vs. VOO - Drawdown Comparison
The maximum VTSMX drawdown since its inception was -55.38%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTSMX and VOO. For additional features, visit the drawdowns tool.
Volatility
VTSMX vs. VOO - Volatility Comparison
Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) has a higher volatility of 4.06% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that VTSMX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.