SOR vs VTI
SOR vs VTI
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SOR vs VTI
Source Capital vs Vanguard Morningstar Total Stock Market ETF
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Quick Verdict
VTI offers more diversification with 3,543 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: VTI
Side-by-Side Comparison
| Metric | SOR | VTI | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.03% | |
| AUM | - | $666.9B | |
| Dividend Yield | - | 1.07% | |
| Holdings | 0 | 3,543 | |
| YTD Return | - | +12.74% | |
| 1Y Return | - | +20.66% | |
| 3Y Return (annualized) | - | +20.69% | |
| 5Y Return (annualized) | - | +11.52% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | - | -56.6% | |
| Fund Family | SOURCE CAPITAL /DE/ | Vanguard (US) | |
| Category | - | Equity | |
| Inception | - | May 24, 2001 |
SOR vs VTI Performance
Source Capital (SOR) is a ETF from SOURCE CAPITAL /DE/ and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US).
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