| 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 | 23 years | 15 years | - |
| Gain YTD | 3.691 | 6.538 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 574B | 0% |
| Annual Yield % from dividends | 1.06 | 2.98 | 36% |
| Returns for 1 year | 11.66 | 34.55 | 34% |
| Returns for 3 years | 29.41 | 47.44 | 62% |
| Returns for 5 years | 32.08 | 34.64 | 93% |
| Returns for 10 years | 78.49 | 109.80 | 71% |