BITSX vs VFIAX

Both BITSX and VFIAX are mutual funds. BITSX has a lower 5-year return than VFIAX (18.34% vs 18.41%). BITSX has a higher expense ratio than VFIAX (0.08% vs 0.04%). Below is the comparison between BITSX and VFIAX.

BITSX VFIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BlackRock Vanguard
Net Assets $154.60M $410.66B
Expense Ratio 0.08% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.10% 1.33%
Minimum Investment $2,000,000.00 $10,000.00
YTD Return 21.38% 22.36%
1-Year Return 4.39% 4.41%
3-Year Return 20.46% 20.26%
5-Year Return 18.34% 18.41%
10-Year Return N/A 16.16%

BITSX description

The Fund seeks to track the investment results of a broad-based index composed of U.S. equities. The Fund seeks to track the investment results of the Russell 3000 Index. The Index included issuers representing approximately 98% of the total market capitalization of all publicly-traded U.S.-domiciled equity securities.

BITSX performance & returns

YTD Return 21.38%
1-Month Return 3.49%
3-Month Return 4.39%
1-Year Return 4.39%
3-Year Return 20.46%
5-Year Return 18.34%
10-Year Return N/A
BITSX expense ratio is 0.08%.

BITSX holdings

Top 10 Holdings (22.92% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.52%
Microsoft Corp MSFT 4.65%
Amazon.com Inc AMZN 3.94%
Facebook Inc A FB 1.86%
Alphabet Inc A GOOGL 1.30%
Alphabet Inc Class C GOOG 1.29%
Berkshire Hathaway Inc Class B BRK.B 1.20%
Johnson & Johnson JNJ 1.16%
Visa Inc Class A V 1.00%
Procter & Gamble Co PG 1.00%

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VFIAX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFIAX performance & returns

YTD Return 22.36%
1-Month Return 3.49%
3-Month Return 4.41%
1-Year Return 4.41%
3-Year Return 20.26%
5-Year Return 18.41%
10-Year Return 16.16%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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