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BBTEX vs VTSMX

Both BBTEX and VTSMX are mutual funds. BBTEX has a lower 5-year return than VTSMX (8.33% vs 17.54%). Below is the comparison between BBTEX and VTSMX.

BBTEX VTSMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BBH Vanguard
Net Assets N/A $144.87B
Expense Ratio N/A 0.14%
Management Style active passive (index-based)
Dividend Yield N/A 1.21%
Minimum Investment $10,000.00 $3,000.00
YTD Return 23.42% 13.87%
1-Year Return 3.39% 7.10%
3-Year Return 11.75% 17.32%
5-Year Return 8.33% 17.54%
10-Year Return 11.55% 14.92%

BBTEX description

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BBTEX performance & returns

YTD Return 23.42%
1-Month Return 1.80%
3-Month Return 3.39%
1-Year Return 3.39%
3-Year Return 11.75%
5-Year Return 8.33%
10-Year Return 11.55%
BBTEX expense ratio is N/A.

BBTEX holdings

Top 10 Holdings (53.22% of Total Assets)

Name Symbol % Assets
Alphabet Inc Class C GOOG 7.13%
Oracle Corp ORCL 6.49%
Berkshire Hathaway Inc A BRK.A 6.43%
Comcast Corp Class A CMCSA 6.22%
U.S. Bancorp USB 5.19%
Fleetcor Technologies Inc FLT 4.79%
Copart Inc CPRT 4.62%
Zoetis Inc Class A ZTS 4.55%
Novartis AG ADR NVS 4.21%
Diageo PLC ADR DEO.L 3.59%

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VTSMX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTSMX performance & returns

YTD Return 13.87%
1-Month Return 3.02%
3-Month Return 7.10%
1-Year Return 7.10%
3-Year Return 17.32%
5-Year Return 17.54%
10-Year Return 14.92%
VTSMX expense ratio is 0.14%.

VTSMX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

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