Story perspectives

Vanguard's Silver-Rated Fund Outperforms Peers with Low Fees

3/6/2025

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Summary

Story summary

Vanguard Total Stock Market Index (VTSMX) holds a Silver rating from Morningstar, providing low-cost, diversified US stock market exposure.
It tracks the CRSP US Total Market Index, utilizing market-cap-weighting for efficient tracking and minimal turnover.
Over ten years, it outperformed peers by 1.49 percentage points, benefiting from broad diversification and low fees.
The fund maintains 32% of assets in its top 10 stocks, focusing on technology while remaining less concentrated than peers.
Its performance closely aligns with the US stock market, quickly recovering from downturns and generating additional revenue through securities lending.

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Story summary

Vanguard Total Stock Market Index (VTSMX) holds a Silver rating from Morningstar, providing low-cost, diversified US stock market exposure.
It tracks the CRSP US Total Market Index, utilizing market-cap-weighting for efficient tracking and minimal turnover.
Over ten years, it outperformed peers by 1.49 percentage points, benefiting from broad diversification and low fees.
The fund maintains 32% of assets in its top 10 stocks, focusing on technology while remaining less concentrated than peers.
Its performance closely aligns with the US stock market, quickly recovering from downturns and generating additional revenue through securities lending.