| IVVYX | VTIAX | IVVYX / VTIAX | |
| Total Expense Ratio | 1.02 | 0.09 | 1,133% |
| Annual Report Gross Expense Ratio | 1.30 | 0.09 | 1,444% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 22.546 | 29.419 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 558B | 0% |
| Annual Yield % from dividends | 0.60 | 2.69 | 22% |
| Returns for 1 year | 17.36 | 23.02 | 75% |
| Returns for 3 years | 47.13 | 46.98 | 100% |
| Returns for 5 years | 45.61 | 33.38 | 137% |
| Returns for 10 years | 72.66 | 85.19 | 85% |