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VVIAX vs VTSAX

Both VTSAX and VVIAX are mutual funds. VTSAX has a higher 5-year return than VVIAX (17.89% vs 12.78%). VTSAX has a lower expense ratio than VVIAX (0.04% vs 0.05%). Below is the comparison between VTSAX and VVIAX.

VTSAX VVIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Value
Family N/A Vanguard
Net Assets $330.32B $30.19B
Expense Ratio 0.04% 0.05%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.19% 2.07%
Minimum Investment $10,000.00 $10,000.00
YTD Return 18.45% 17.32%
1-Year Return 4.71% 1.26%
3-Year Return 17.41% 10.34%
5-Year Return 17.89% 12.78%
10-Year Return 16.02% 13.51%

VTSAX 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.

VTSAX performance & returns

YTD Return 18.45%
1-Month Return 0.28%
3-Month Return 4.71%
1-Year Return 4.71%
3-Year Return 17.41%
5-Year Return 17.89%
10-Year Return 16.02%
VTSAX expense ratio is 0.04%.

VTSAX 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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VVIAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VVIAX performance & returns

YTD Return 17.32%
1-Month Return -2.69%
3-Month Return 1.26%
1-Year Return 1.26%
3-Year Return 10.34%
5-Year Return 12.78%
10-Year Return 13.51%
VVIAX expense ratio is 0.05%.

VVIAX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

Other relevant VVIAX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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