VTSMX vs VOO

VTSMX is a mutual fund, whereas VOO is an ETF. VTSMX has a lower 5-year return than VOO (12.36% vs 13.6%). VTSMX has a higher expense ratio than VOO (0.14% vs 0.03%). Below is the comparison between VTSMX and VOO.

VOO VTSMX
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap U.S. Equity: Large Blend
Issuer Vanguard Vanguard
Net Assets $127.99B $139.79B
Expense Ratio 0.03% 0.14%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.98% 1.58%
Minimum Investment N/A $3,000.00
YTD Return 9.34% 7.37%
1-Year Return 18.58% 15.10%
3-Year Return 12.97% 11.63%
5-Year Return 13.60% 12.36%
10-Year Return 13.75% 13.11%

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 7.37%
1-Month Return 3.90%
3-Month Return 7.10%
1-Year Return 15.10%
3-Year Return 11.63%
5-Year Return 12.36%
10-Year Return 13.11%
VTSMX expense ratio is 0.14%.

VTSMX holdings

Top 10 Holdings (24.31% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.85%
Microsoft Corp MSFT 4.96%
Amazon.com Inc AMZN 4.25%
Facebook Inc A FB 2.05%
Alphabet Inc A GOOGL 1.42%
Alphabet Inc Class C GOOG 1.35%
Johnson & Johnson JNJ 1.17%
Berkshire Hathaway Inc Class B BRK.B 1.16%
Tesla Inc TSLA 1.07%
Visa Inc Class A V 1.03%

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VOO 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.

VOO performance & returns

YTD Return 9.34%
1-Month Return 2.91%
3-Month Return 8.68%
1-Year Return 18.58%
3-Year Return 12.97%
5-Year Return 13.60%
10-Year Return 13.75%
VOO expense ratio is 0.03%.

VOO holdings

Top 10 Holdings (29.21% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.27%
Microsoft Corp MSFT 5.91%
Amazon.com Inc AMZN 5.00%
Facebook Inc A FB 2.44%
Alphabet Inc A GOOGL 1.69%
Alphabet Inc Class C GOOG 1.65%
Berkshire Hathaway Inc Class B BRK.B 1.44%
Johnson & Johnson JNJ 1.40%
Visa Inc Class A V 1.23%
Procter & Gamble Co PG 1.18%

Other relevant VOO comparisons

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