What is the average rate of return on VTI?
Month-End Average Annual Total Returns And Risks As of 10/31/2021
| Average | NAV Return | Standard Deviation |
|---|---|---|
| 1 Year | +44.05 | 14.04% |
| 3 Year | +21.66 | 19.18% |
| 5 Year | +18.93 | 15.91% |
| 10 Year | +16.09 | 13.46% |
How much does VTI grow per year?
In the last 10 years, the Vanguard Total Stock Market (VTI) ETF obtained a 16.1% compound annual return, with a 13.40% standard deviation. In the last 25 years, a 10.01% compound annual return, with a 15.74% standard deviation. In 2020, the portfolio granted a 1.71% dividend yield.
Is VTI a good investment right now?
VTI is a balanced fund, with a healthy mix of small-cap, midcap, and blue-chip stocks. VTI is a highly efficient fund with a low expense ratio. AUM are also impressive at more than $800 billion.
Is VTI a growth ETF?
VTI has a one-year return of 38.98% with a five-year return of 17.39%. 2 This ETF appears to be a solid security to hold in a growth portfolio since it reflects the larger universe of U.S. equities in a low-cost single fund.
What is the fidelity equivalent of VTI?
VTI tracks the CRSP US Total Market Index, while FZROX benchmarks to the Fidelity U.S. Total Investable Market Index. While we could sit here and nitpick minor details, these indexes are, for all intents and purposes, essentially the same.
What percentage of VTI is small cap?
FACTOR SCORECARD
| Number of holdings | 4098 |
|---|---|
| Large cap (>$10bn) | 88.8% |
| Mid cap ($2-10bn) | 8.6% |
| Small cap (<$2bn) | 2.3% |
| Developed mkts. | 100.0% |
Is VTI a buy or sell?
We rate VTI as a buy with the stocks well-positioned to outperform what has been lowed expectations. Long-term, an annual return in the range of 5%-10% per year on average is a reasonable expectation in line with continued economic growth and corporate earnings momentum.
Which ETF is better VOO or VTI?
Since it contains small- and mid-caps, which have outperformed large caps historically due to the Size factor premium, we would expect VTI to outperform VOO over the long term, and indeed it has historically. VOO has roughly 500 holdings and VTI has roughly 3,500 holdings, so VTI can be considered more diversified.
What percent of VTI is midcap?
FACTOR SCORECARD
| Number of holdings | 3999 |
|---|---|
| Large cap (>$10bn) | 88.8% |
| Mid cap ($2-10bn) | 8.6% |
| Small cap (<$2bn) | 2.3% |
| Developed mkts. | 100.0% |
How does Vanguard total stock market ( VTi ) work?
Country: U.S. The Vanguard Total Stock Market (VTI) ETF is present in the following Lazy Portfolios: Capital growth, returns, stats are calculated assuming a reinvestment of dividends. If you are interested in getting periodic income, please refer to the Vanguard Total Stock Market (VTI): Dividend Yield page.
What does the ytd return on VTi mean?
The VTI YTD return is shown above. The YTD Return on the VTI YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session).
What are the pillars of the VTi rating?
The People Pillar is our evaluation of the VTI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. The Parent Pillar is our rating of VTI’s parent organization’s priorities and whether they’re in line with investors’ interests.