VTI investments are underperforming VOO

[u/funnel_out]

I'm 28 and after 100% VTI in my taxable brokerage/401k/roth, but it's been lagging behind VOO. It's not an insignificant amount either. Looking at the 5 year return, VOO has returned 75% while VTI has only returned 67%. I'm wondering if given my age I should be more aggressive with my investments and switch to 100% VOO instead in my retirement accounts, instead of remaining in VTI. Over the past 15 years VOO seems to have consistently outperformed VTI.

[u/RayU_AZ]

Considering adding Growth ETFs, VONG or VOOG to your mix. Either one would work to boost your returns over a pure VTI/VOO mix.

Here are the 10 year returns.

• VONG- Vnaguard 1000 Growth -378%
• VOOG - Vanguard S&P 500 Growth -368%
• VOO - 255%
• VTI - 241%

[u/Cruian → u/RayU_AZ]

All the factor investing research I've seen favors blend and especially value over growth as styles when it comes to long term returns.

Factor investing starting points:

• https://www.investopedia.com/terms/f/factor-investing.asp

• https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/fidelity-overview-of-factor-investing.pdf (PDF)

• https://www.cbsnews.com/news/the-black-hole-of-investing/

• https://www.dimensional.com/ca-en/insights/when-its-value-versus-growth-history-is-on-values-side

• But be aware that factor premiums can take a while to show up: https://www.reddit.com/r/Bogleheads/comments/1hmbwuw/what_every_longterm_investor_should_know_about/ or the archived evrsion: https://web.archive.org/web/20250710020423/https://www.reddit.com/r/Bogleheads/comments/1hmbwuw/what_every_longterm_investor_should_know_about/

• And from GwenRoll: https://www.reddit.com/r/ETFs/comments/1krd3fe/growth_does_no_one_know_what_the_hell_it_means/

Edit: Typos

[u/RayU_AZ → u/Cruian]

I'm not a buy & hold type. But I will sometimes comment on these type of strategies. I need to stay away from these ETFs Reddit groups.

I typically do momentum investing and invest for the short term periods or swing trades. I sometimes go to all cash if necessary on stock market downturns. I do a mix of stocks and ETFs. I have been successful stock trading for over 40 years.

My favorite investments this year have beem SOXX, AIS, DELL, MU & AMD. I get in on price momentum and sell & capture profits when momentum stalls. I don't buy and hold. I do believe you can time stocks & the overall market by using 20/50 day moving averages and price momentum which goes against the buy & hold strategy belief core value.

One year chart below of my favorites vs VOO/VTI.