Vanguard Total Stock Market ETF (VTI) Total Return:23.14%(TTM)
Over the latest trailing 12-month period, Vanguard Total Stock Market ETF (VTI)'s total return cagr is +23.14%. The comparable SPY value is +22.75%. Year-to-date total return is +7.82%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VTI
$97,303
(9.7x return)
Invested on May 31, 2001
Growth of $10,000 in SPY (S&P 500)
$90,090
(9.0x return)
Invested on May 31, 2001
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+7.8%
1-Year Total Return
+23.1%
Current Dividend Yield
1.05%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +21.7% | +23.1% | +1.4% |
| 3 Years | +18.9% | +20.6% | +1.6% |
| 5 Years | +10.3% | +11.8% | +1.6% |
| 10 Years | +12.9% | +14.7% | +1.9% |
| 15 Years | +12.0% | +14.0% | +2.0% |
| 20 Years | +9.2% | +11.2% | +2.0% |
About Vanguard Total Stock Market ETF
This ETF's primary objective is to replicate the performance of the CRSP US Total Market Index. It holds a broadly diversified equity portfolio, encompassing companies of all market capitalizations—large, medium, and small—and balanced across both growth and value investment approaches. Management follows a passive strategy, often employing an index-sampling technique, and the portfolio typically holds minimal cash, maintaining full investment in its assets. The fund's modest operating costs help ensure its net performance closely aligns with the index by minimizing tracking error. A significant portion (75%) of the fund's assets is subject to certain investment constraints. Specifically, it generally cannot acquire more than 10% of any single company's outstanding voting shares, nor can it hold more than 5% of its total assets in any one issuer's securities. However, these concentration limits may be exceeded if necessary to accurately reflect the composition of its benchmark index. Importantly, these restrictions do not apply to investments in U.S. government debt or securities issued by its agencies.
- Sector
- Financial Services
- Industry
- Asset Management - Global