| IVVYX | VTPSX | IVVYX / VTPSX | |
| Total Expense Ratio | 1.02 | 0.05 | 2,040% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 22.546 | 29.448 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 558B | 0% |
| Annual Yield % from dividends | 0.60 | 2.73 | 22% |
| Returns for 1 year | 17.36 | 23.05 | 75% |
| Returns for 3 years | 47.13 | 47.03 | 100% |
| Returns for 5 years | 45.61 | 33.47 | 136% |
| Returns for 10 years | 72.66 | 85.38 | 85% |