| IVVYX | VGTSX | IVVYX / VGTSX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 3.691 | 6.521 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 574B | 0% |
| Annual Yield % from dividends | 1.06 | 2.91 | 37% |
| Returns for 1 year | 11.66 | 34.50 | 34% |
| Returns for 3 years | 29.41 | 47.36 | 62% |
| Returns for 5 years | 32.08 | 34.52 | 93% |
| Returns for 10 years | 78.49 | 109.24 | 72% |