Fund index
VTI
34 articles on this site analyse VTI — 6 of them head-on.
Most often compared against
6Measures applied to it
8All articles
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Monte Carlo vs the 4% Rule: Simulating Retirement Withdrawals Instead of Assuming Them
The 4% rule is a single conclusion drawn from one country's worst historical sequence; Monte Carlo is a method that asks how often a plan survives across...
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Direct Indexing vs ETFs: When Owning the Stocks Beats Owning the Fund for Tax-Loss Harvesting
An ETF is a single tax lot from the holder's perspective: you can only harvest a loss when the whole fund is underwater. Direct indexing holds the...
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How Concentrated Is Your Index, Really? Measuring the Effective Number of Holdings
A fund's holding count is a headline number; the effective number of holdings — the count an equal-weighted portfolio would need to match the same...
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Minimum Variance vs Maximum Diversification: Two Optimizers, Two Very Different Portfolios
Minimum variance and maximum diversification start from the same covariance matrix but optimize different things — one minimizes portfolio volatility, the...
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VO vs IJH: The Overlooked Mid-Cap Allocation — Does It Add Anything to VOO?
VO and IJH both call themselves "mid-cap," but they track different indices with different rules — the S&P MidCap 400 (IJH) applies an earnings screen and...
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Target-Date Funds vs a DIY Three-Fund Portfolio: What the Convenience Actually Costs
The headline fee gap between a Vanguard target-date fund and a self-built three-fund portfolio is roughly 0.04% a year — real, but far smaller than most...
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ARKK vs QQQ: Disruptive Innovation vs the Nasdaq-100 — What a Full Cycle Revealed
Over the trailing five years QQQ compounded at 15.6% annually while ARKK compounded at −8.1% — the two funds did not just diverge in degree, they diverged...
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The Hidden Chip Bet in Your Index Fund: How Much Semiconductor Exposure QQQ, VOO, and VTI Really Carry
Cap-weighting quietly routes the same handful of mega-cap AI and semiconductor names into QQQ, VOO, and VTI — so "broad" and "concentrated" have become a...
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VTV vs VUG: The Value-vs-Growth Split Inside the S&P 500 — What 15 Years of Data Show
Over the trailing decade VUG compounded faster (18.1% vs 12.6% 10Y CAGR), but it did so with roughly double the realized volatility and a drawdown more than...
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RSP vs VOO: Does Equal-Weighting the S&P 500 Actually Beat Cap-Weighting?
Over the trailing five and ten years, cap-weighted VOO beat equal-weighted RSP on total return — and it did so at a lower fee (0.03% vs 0.20%)....
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VT vs VTI: Total World vs Total US — What Global Diversification Actually Adds
VT is not "international" — it is roughly 60% US already, so the real choice is 100% US versus a 60/40 US/ex-US blend in one ticker. Over the trailing...
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The Three-Fund Portfolio in 2026: What VTI, VXUS, and BND Actually Delivered
Over the trailing five years, VTI did the heavy lifting (12.3% CAGR), VXUS lagged (7.9%), and BND delivered almost nothing (0.1%) — yet that spread is the...
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Why 'VOO vs VTI' Is Usually the Wrong Question: A Framework for Measuring ETF Overlap
VOO and VTI share the same large-cap core, the same 0.03% fee, and a return history that has tracked within roughly a percentage point a year — so "which is...
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VOO vs VTI: S&P 500 vs Total US Market — What the Difference Actually Costs Over Decades
VOO and VTI carry the identical 0.03% expense ratio, so this decision is not about cost — it is about factor exposure. The only real difference is VTI's...
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IGV vs WCLD vs QQQ: Breaking Down the 'Tech Beta' Stack
IGV, WCLD, and QQQ are sold as "tech ETFs" but they are not interchangeable. QQQ is a diversified large-cap growth index, IGV is a concentrated software...
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FCTR vs LRGF: Where AI Actually Changes the Multi-Factor Loading
LRGF has returned 13.5% annualized over the past five years; FCTR has returned 3.0%. A 10.5-percentage-point gap that wide is structural, not noise. FCTR's...
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QRFT Explained: AI-Driven Multi-Factor — Holdings, Fees, and Live Track Record
Over the past five years, the rules-based iShares U.S. Equity Factor ETF (LRGF) returned 13.5% annualized; the AI-enhanced QRAFT U.S. Large Cap ETF (QRFT)...
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TTAI Explained: Tactical Theme Rotation — Is the AI Signal Actually Repeatable?
TTAI is not an "AI rotation" fund in any meaningful sense — it is a rules-based free-cash-flow screen on international developed-market large caps, charging...
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AIEQ vs ROBO: AI-Managed vs AI-Themed — Two Different Bets in the Same Wrapper
AIEQ and ROBO both wear "AI" branding, but they are entirely different products: AIEQ uses an AI system as the process for picking US equities; ROBO is a...
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NOBL vs. DGRW: Dividend Aristocrats vs. AI-Filtered Quality Dividend Growth
Over the past five years, DGRW returned 11.8% annualized versus NOBL's 5.7% — a 6.1-point gap, with DGRW showing slightly lower volatility and drawdown....
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AVUV vs. SYLD: Deep Value Small-Cap vs. AI-Driven Shareholder Yield Selection
AVUV is a small-cap-value factor sleeve built on the Fama-French academic playbook. SYLD is an all-cap rules-based screen on dividends, buybacks, and debt...
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VTI vs. AIEQ: Total Market Index vs. IBM Watson’s AI Selection Performance
Over the trailing five years, VTI compounded at 11.8% annually while AIEQ — the IBM Watson-powered active equity ETF — compounded at 4.4%, a gap of roughly...
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QQQM vs. QRFT: Nasdaq 100 vs. AI-Driven Quality Factor Investing
QQQM and QRFT both invest in U.S. large caps, but the construction logic — index-mechanical versus model-driven multi-factor — produces very different fee,...
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SCHD vs. DIVZ: Traditional Dividend Growth vs. AI-Enhanced Yield Strategy
Over the trailing five years DIVZ outpaced SCHD by roughly 90 bp per year on total return, with lower realized volatility — but at roughly ten times the...
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SCHD vs VIG: A Quantitative Analysis of Dividend Quality Factors
VIG outpaced SCHD by roughly 160 basis points per year over the trailing five years (10.3% vs 8.7% CAGR), driven by its broader sector reach and...
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The Master Guide to Evidence-Based ETF Portfolios: Using AI to Optimize Allocation (2026)
"AI-driven portfolio optimization" mostly solves a problem long-horizon investors don't actually have. Real-time tilting at retail frequency tends to cost...
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How Jim Simons Built the Medallion Fund: Lessons for the Modern AI Investor
Medallion's roughly 39% net annualized return over three decades is real, public, and almost entirely a function of capacity — capped near $10B and closed...
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Energy Equities and Geopolitical Conflict: When the Relationship Actually Holds
"Energy equities rise on conflict" is true on average but conditional on physical supply transmission — not on how loud the headlines are. The post-2014...
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How to Start ETF Investing: The Complete 2026 Roadmap
Starting an ETF portfolio is a sequence of four decisions — horizon, account type, allocation, rebalancing rule. Get that sequence right and the ticker...
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What Rising Interest Rates Mean for Leveraged ETF Borrowing Costs
Leveraged ETFs do not borrow on margin. They obtain exposure through total return swaps whose financing leg is reset daily at short-term rates (Fed Funds or...
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BOTZ vs IRBO: Finding the Most Cost-Effective Entry into Automation
Over the trailing five years, IRBO's equal-weighted approach delivered an 11.1% CAGR versus BOTZ's 4.3% — a 6.8-point gap that dwarfs the 21 bp fee...
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SCHD, AVUV, and VXUS During the Iran–U.S. War Shock Dividend Stability, Small-Cap Risk, and Global Exposure — A Data-Driven ETF Analysis
SCHD, AVUV, and VXUS occupy three different rows of the factor matrix — quality-dividend, small-cap value, and international beta. The realized data...
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The Tesla Ecosystem Through an ETF Lens: How Long-Horizon Investors Should Think About Concentrated Innovation Bets
The Tesla ecosystem bundles electrification, energy storage, AI, and robotics into a single corporate balance sheet — which compresses both upside and...
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Do You Really Need International Exposure? (VXUS Explained)
VXUS holds roughly 8,500 non-US stocks at a 0.05% expense ratio, covering developed and emerging markets in one ticker. Through May 2026, VXUS posted a...
Mentions are detected across the full text of every article, so an appearance may be a passing comparison rather than the subject. Nothing here is a recommendation to buy or sell — see the disclaimer.