VCIT vs. VFINX

This is a comparison between VCIT and VFINX. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.

VCIT VFINX
Security Type ETF Mutual fund
Segment Fixed Income: U.S. - Corporate Investment Grade Intermediate U.S. Equity: Large Blend
Net Assets $18.89B $29.04B
Expense Ratio 0.07% 0.14%
Management Style passive (index-based) passive (index-based)
Minimum Investment N/A $3,000
YTD Return -3.05% 2.58%
1-Year Return -1.35% 14.22%
3-Year Return 2.61% 11.78%
5-Year Return 3.55% 13.26%
10-Year Return 0.00% 10.04%
1-Year Tax Cost Ratio 1.40% 0.73%
VCIT description

The Fund seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. The Fund employs a "passive management - or indexing - investment approach designed to track the performance of the Barclays Capital U.S. 5-10 Year Corporate Bond Index.

VCIT returns
YTD Return -3.05%
1-Month Return -0.17%
3-Month Return -0.66%
1-Year Return -1.35%
3-Year Return 2.61%
5-Year Return 3.55%
10-Year Return 0.00%
VCIT expense ratio is 0.07%
VCIT holdings

Top 10 Holdings (0.29% of Total Assets)

Name Symbol % Assets
Anheuser Busch Inbev Fin 3.65% N/A 0.29%
VFINX 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.

VFINX returns
YTD Return 2.58%
1-Month Return 0.61%
3-Month Return 3.40%
1-Year Return 14.22%
3-Year Return 11.78%
5-Year Return 13.26%
10-Year Return 10.04%
VFINX expense ratio is 0.14%
VFINX holdings

Top 10 Holdings (18.95% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 3.67%
Microsoft Corp MSFT 2.65%
Facebook Inc A FB 1.87%
Amazon.com Inc AMZN 1.77%
Johnson & Johnson JNJ 1.61%
Exxon Mobil Corp XOM 1.6%
Berkshire Hathaway Inc B BRK.B 1.55%
JPMorgan Chase & Co JPM 1.55%
Alphabet Inc C GOOG 1.34%
Alphabet Inc A GOOGL 1.34%
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