VTSAX Returns 300% in a Decade While Most Managed Funds Fall Behind

"VTSAX is the Admiral share class of Vanguard's flagship total market index fund, tracking the CRSP US Total Market Index across large, mid, small, and micro caps. The ETF share class is Vanguard Total Stock Market ETF ( NYSEARCA:VTI | VTI Price Prediction), which holds the same portfolio. With $424.6 billion in net assets and an expense ratio of 0.04%, it is one of the cheapest ways to own American equities ever offered."

"The return engine is straightforward: market-cap-weighted ownership of roughly the entire U.S. stock market, with dividends and capital appreciation flowing through to shareholders. There is no factor tilt, no options overlay, no manager discretion. You get whatever the U.S. equity market gives you, minus four basis points."

"That mechanical design explains why the fund looks the way it does today. Technology accounts for 36% of the portfolio, followed by consumer discretionary at 14% and industrials at 13%. The top ten positions read like a megacap roll call: NVIDIA, Apple, Alphabet, Microsoft, Amazon, Broadcom, Meta, Tesla, Berkshire Hathaway, and Eli Lilly. "Total market" is accurate, but cap-weighting means the largest companies drive most of the result."

"The performance record makes the case for owning the whole market rather than trying to beat it. VTSAX returned about 30% over the past year, 77% over five years, and almost 300% over ten years, with shares closing at about $174. Year to date the fund is up roughly 7%, recovering from a Mar"

VTSAX is Vanguard’s Admiral share class of a total U.S. stock market index fund that tracks the CRSP U.S. Total Market Index. It covers large, mid, small, and micro caps in a single portfolio and is also available as the ETF share class VTI with the same underlying holdings. The fund holds roughly the entire investable U.S. stock market, distributing dividends and capital appreciation to shareholders. It uses market-cap weighting with no factor tilts, options overlays, or manager discretion, charging an expense ratio of about 0.04%. The portfolio is led by technology, consumer discretionary, and industrials, with top holdings dominated by major megacap companies. Performance has been strong over multiple time horizons.

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