SOR vs VTI
Source Capital vs Vanguard Morningstar Total Stock Market ETF
Which is better, SOR or VTI?
We do not have enough on SOR and VTI to separate them.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SOR | VTI |
|---|---|---|
| Expense Ratio | - | 0.03% |
| AUM | - | $666.9B |
| Dividend Yield | - | 1.03% |
| Holdings | - | 3,543 |
| YTD Price Return | - | +12.46% |
| 1Y Price Return | - | +15.28% |
| 3Y Price Return (annualized) | - | +20.85% |
| 5Y Price Return (annualized) | - | +10.45% |
| Volatility (annualized) | - | 15.3% |
| Max Drawdown | - | -56.6% |
| Fund Family | SOURCE CAPITAL /DE/ | Vanguard (US) |
| Category | - | Equity |
| Style | - | Large Cap Blend |
| Inception | - | May 24, 2001 |
Not shown on this pair: $10,000 over the window, Top 10 Weight.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for SOR. We have no price series for SOR, so there is nothing to compare it against.
SOR vs VTI Performance
Source Capital (SOR) is an ETF from SOURCE CAPITAL /DE/ and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US).
You are not choosing between two funds in isolation.
Whichever of SOR and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Is VTI better than SOR?
We hold very little data on SOR and VTI, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.