ETF overview
This exchange-traded fund (ETF) aims to replicate the performance of the Russell 1000 Index, a comprehensive benchmark composed of a wide array of prominent U.S. companies. The index itself is often regarded as a key indicator for large-capitalization U.S. stock returns, particularly those showing growth. While offering substantial potential for capital appreciation, its value tends to experience greater volatility compared to fixed-income investments. Consequently, it is best suited for investors with a long-term investment horizon for whom significant growth of their principal is a primary objective. Regarding 75% of its overall assets, the fund operates under specific investment restrictions: it cannot acquire more than 10% of the voting shares of any single company, nor can it hold more than 5% of its total assets in the securities of one issuer. These limitations, however, can be overridden if necessary to maintain a close approximation of the target index's composition. It's important to note that these particular constraints do not apply to investments in U.S. government or agency obligations.
Fund facts
- Expense ratio
- 0.06%
- Fund assets
- 12.2B USD (all share classes)
- Issuer
- Vanguard
- Inception date
- Sep 20, 2010
- Number of holdings
- 1,023
Breakdown
Holdings (1,023)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corp | NVDA | 7.56% |
| Apple Inc | AAPL | 6.83% |
| Microsoft Corp | MSFT | 5.41% |
| Amazon.com Inc | AMZN | 3.43% |
| Alphabet Inc | GOOGL | 2.85% |
| Broadcom Inc | AVGO | 2.32% |
| Alphabet Inc | GOOG | 2.29% |
| Meta Platforms Inc | META | 2.26% |
| Micron Technology Inc | MU | 1.70% |
| Tesla Inc | TSLA | 1.47% |
| and 1,010 more | ||
Similar ETFs
- iShares Russell 1000 ETFIWB · Overlap 97% · Expense ratio 0.15%
- iShares Dow Jones U.S. ETFIYY · Overlap 96% · Expense ratio 0.20%
- Schwab 1000 Index ETFSCHK · Overlap 96% · Expense ratio 0.03%
- Vanguard Russell 3000 ETFVTHR · Overlap 96% · Expense ratio 0.06%
- Goldman Sachs MarketBeta US 1000 Equity ETFGUSA · Overlap 96% · Expense ratio 0.10%
- Schwab U.S. Large-Cap ETFSCHX · Overlap 96% · Expense ratio 0.03%
- Vanguard Morningstar Total Stock Market ETFVTI · Overlap 95% · Expense ratio 0.03%
- iShares Russell 3000 ETFIWV · Overlap 95% · Expense ratio 0.20%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.06%
- Fund assets
- 12.2B USD (all share classes)
- Issuer
- Vanguard
- Inception date
- Sep 20, 2010
- Number of holdings
- 1,023
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corp | NVDA | 7.56% |
| Apple Inc | AAPL | 6.83% |
| Microsoft Corp | MSFT | 5.41% |
| Amazon.com Inc | AMZN | 3.43% |
| Alphabet Inc | GOOGL | 2.85% |
| Broadcom Inc | AVGO | 2.32% |
| Alphabet Inc | GOOG | 2.29% |
| Meta Platforms Inc | META | 2.26% |
| Micron Technology Inc | MU | 1.70% |
| Tesla Inc | TSLA | 1.47% |
| and 1,010 more | ||
This exchange-traded fund (ETF) aims to replicate the performance of the Russell 1000 Index, a comprehensive benchmark composed of a wide array of prominent U.S. companies. The index itself is often regarded as a key indicator for large-capitalization U.S. stock returns, particularly those showing growth. While offering substantial potential for capital appreciation, its value tends to experience greater volatility compared to fixed-income investments. Consequently, it is best suited for investors with a long-term investment horizon for whom significant growth of their principal is a primary objective. Regarding 75% of its overall assets, the fund operates under specific investment restrictions: it cannot acquire more than 10% of the voting shares of any single company, nor can it hold more than 5% of its total assets in the securities of one issuer. These limitations, however, can be overridden if necessary to maintain a close approximation of the target index's composition. It's important to note that these particular constraints do not apply to investments in U.S. government or agency obligations.
- iShares Russell 1000 ETFIWB · Overlap 97% · Expense ratio 0.15%
- iShares Dow Jones U.S. ETFIYY · Overlap 96% · Expense ratio 0.20%
- Schwab 1000 Index ETFSCHK · Overlap 96% · Expense ratio 0.03%
- Vanguard Russell 3000 ETFVTHR · Overlap 96% · Expense ratio 0.06%
- Goldman Sachs MarketBeta US 1000 Equity ETFGUSA · Overlap 96% · Expense ratio 0.10%
- Schwab U.S. Large-Cap ETFSCHX · Overlap 96% · Expense ratio 0.03%
- Vanguard Morningstar Total Stock Market ETFVTI · Overlap 95% · Expense ratio 0.03%
- iShares Russell 3000 ETFIWV · Overlap 95% · Expense ratio 0.20%
Overlap is the share of assets the two funds hold in common.
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