| 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 | 3.735 | 3.849 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 574B | 0% |
| Annual Yield % from dividends | 1.10 | 3.15 | 35% |
| Returns for 1 year | 16.68 | 35.55 | 47% |
| Returns for 3 years | 29.80 | 45.17 | 66% |
| Returns for 5 years | 30.09 | 32.19 | 94% |
| Returns for 10 years | 75.50 | 108.43 | 70% |