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VTI

etf89Conservative

Vanguard Total Stock Market ETF

US Total Market

$290.00
AUM $1.70T
Log paper trade

Snapshot

Tracks the entire US equity market — large, mid, and small caps. A one-fund core holding for broad US exposure at rock-bottom cost.

Expense Ratio
0.03%
10Y Return
12.5%
annualized
15Y Return
14.0%
annualized
20Y Return
10.5%
annualized
Yield
1.3%
Holdings
3,700
AUM
$1.70T
Turnover
3%
Tracking Err.
0.04%
Structure
Passive

Long-Term Total Return

Decade-scale view, dividends reinvested, vs. the S&P 500.

VTI2.7×S&P 5002.4×

Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.

Risk Profile

Conservative

Lower volatility, steadier — capital preservation and income.

Volatility
15%
Beta
0.90
Max Drawdown
-22%
1Y Return
+9%
momentum

2–5 Year Outlook

Hypothetical bear / base / bull scenarios — not a prediction.

Hypothetical 5-year scenarios for $10,000 invested today.

ScenarioAnnualizedTotal return$10,000
Bull
17%/yr total return
+16.7%/yr+116%$21,645
Base
13%/yr total return (≈ long-run trend)
+12.5%/yr+80%$18,020
Bear
7%/yr total return
+7.3%/yr+42%$14,190

Projected from the fund's long-run total-return trend, widened by its volatility.

Hypothetical scenarios, not a forecast. These ranges are modeled from illustrative assumptions about growth and valuation — not predictions, price targets, or a recommendation to buy or sell. Real outcomes vary widely and can be negative. Not investment advice.

Technical Indicators

Objective price signals — moving averages, RSI, 52-week range — to interpret, not act on.

UptrendRSI 403% off 52W high
VTI price50-day avg200-day avg

Illustrative daily prices (last ~9 months) with 50- and 200-day moving averages.

52W High
$297.81
52W Low
$237.69
50-day avg
$287.42
200-day avg
$274.02
  • Trading above its 50- and 200-day moving averages — a textbook uptrend.
  • RSI 40 — neutral (neither overbought nor oversold).
  • At or near its 52-week high.
  • MACD is below its signal line (negative momentum).

Technical indicators are objective descriptions of price behavior, not signals to act on. They are computed from illustrative sample prices and say nothing about a company's value. Not investment advice.

Fund Facts

Expense ratio
0.03%
Lower compounds to more wealth over decades
30-day yield
1.3%
Holdings
3,700
Turnover
3%
Proxy for tax efficiency
Tracking error
0.04%
Structure
Passive index
Fund age 24y

Sector Exposure

  • Technology30%
  • Financials13%
  • Health Care12%
  • Consumer Disc.10%
  • Industrials9%
  • Other26%

Geographic Exposure

  • United States100%

Moat Analysis

5 / 5

Not a moat in the company sense, but the structural edge is maximal diversification at minimal cost — the closest thing to owning the whole US economy.

Risk Factors

What could impair the long-term thesis.

  • US-only — no international diversification
  • Full exposure to US equity-market downturns
  • Concentration in mega-cap tech has risen

Hypothetical Growth

What a past investment would be worth today.

Hypothetical growth calculator

See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.

$9/mo or $84/yr · cancel anytime

Forward Scenario Modeler

Project a starting investment across multi-decade horizons.

Forward scenario modeler

Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.

$9/mo or $84/yr · cancel anytime

Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell VTI.