Vanguard Total World Stock ETF Returns Calculator
Calculate historical returns and project future compounding for Vanguard Total World Stock (VT). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Global Equity
AUM
$101.67 Billion
Expense Ratio
0.06%
Fund Manager
Michael Perre & Jeffrey Miller (Vanguard)
Vanguard Total World Stock (VT) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 21.6% CAGR | 5 Years @ 11.4% CAGR | 10 Years @ 12.4% CAGR |
|---|---|---|---|
| $100/mo | $5,094 Invested: $3,600 | $8,122 Invested: $6,000 | $23,753 Invested: $12,000 |
| $250/mo | $12,735 Invested: $9,000 | $20,306 Invested: $15,000 | $59,382 Invested: $30,000 |
| $500/mo | $25,471 Invested: $18,000 | $40,611 Invested: $30,000 | $118,763 Invested: $60,000 |
| $1,000/mo | $50,941 Invested: $36,000 | $81,223 Invested: $60,000 | $237,526 Invested: $120,000 |
| $2,500/mo | $127,353 Invested: $90,000 | $203,057 Invested: $150,000 | $593,815 Invested: $300,000 |
* Projections calculated using actual historical 3-year (21.6%), 5-year (11.44%), and 10-year (12.37%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Vanguard Total World Stock ETF
Vanguard Total World Stock ETF (VT) is the ultimate single-fund equity investment on planet earth. Managing nearly $100 Billion in assets at a 0.06% expense ratio, VT holds nearly 10,000 publicly traded companies across the US, developed international, and emerging markets weighted by global market capitalization.
Investment Strategy
Passive Global Indexing â Replicates the FTSE Global All Cap Index using representative sampling, holding thousands of large, mid, and small-cap equities across 45+ countries weighted strictly according to global market capitalization.
Key Facts
- Holds nearly 10,000 stocks across the United States, Developed, and Emerging Markets
- Low 0.06% expense ratio ($6 per year per $10,000 invested)
- Automatically adjusts US vs International weightings based on global market cap (~62% US, ~38% ex-US)
- Over $97.8 Billion in assets under management
Historical Returns
3-Year CAGR
21.6%
5-Year CAGR
11.44%
10-Year CAGR
12.37%
Benchmark
FTSE Global All Cap Index
Historical annualized returns as of August 2026. Global investing involves multi-currency risk.
Top Holdings & Sector Allocation
As of September 2026, Vanguard Total World Stock (VT)'s portfolio includes:
Top 5 Holdings
- Microsoft Corp. (MSFT)
- Apple Inc. (AAPL)
- NVIDIA Corp. (NVDA)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Taiwan Semiconductor (TSMC)
- Novo Nordisk A/S
Sector Allocation
Information Technology 25.8%, Financials 15.6%, Industrials 11.2%, Healthcare 11.0%, Consumer Discretionary 10.8%, Communication Services 7.8%, Others 17.8%
Risk & Drawdowns
Standard deviation is ~15.2% reflecting global equity beta.
Experienced -33% drawdown in 2020 and -21% in 2022.
Tax Treatment
Quarterly dividend distributions. Because foreign holdings are <50%, US investors typically cannot claim foreign tax credits.
Who Should NOT Invest in Vanguard Total World Stock (VT)?
Investors who want 100% pure US equity exposure or tactical country tilt control.
About the Fund Manager
Managed by Vanguard Equity Index Group: Michael Perre and Jeffrey Miller.
Who Is This Fund Suitable For?
The ultimate single-fund solution for total global equity investors, Boglehead pure indexers, and FIRE savers seeking complete ownership of the entire world economy.
More Funds from Vanguard & Similar Schemes
Similar Funds to Consider
- iShares MSCI ACWI ETF (ACWI)
- Vanguard Total Stock Market ETF (VTI)
- Vanguard Total International Stock ETF (VXUS)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Vanguard Total World Stock (VT) Investors
- FIRE Calculator â Plan your retirement corpus with Vanguard Total World Stock (VT) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Vanguard Total World Stock (VT) could cost you
- SIP vs EMI Calculator â Compare investing in Vanguard Total World Stock (VT) vs paying off loans
Frequently Asked Questions About Vanguard Total World Stock (VT)
What is the historical SIP return of Vanguard Total World Stock (VT)?
Based on the latest data, Vanguard Total World Stock (VT) has delivered an annualized return (CAGR) of 21.6% over 3 years, 11.44% over 5 years, and 12.37% over 10 years. Experienced -33% drawdown in 2020 and -21% in 2022.
How is Vanguard Total World Stock (VT) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Vanguard Total World Stock (VT) generate over 5 years?
At an estimated annual return rate of 11.44%, a monthly $500 investment ($30,000 total invested) would grow to approximately $40,611 in 5 years, yielding an estimated wealth gain of $10,611. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Vanguard Total World Stock (VT)?
Vanguard Total World Stock (VT)'s top holdings include Microsoft Corp. (MSFT), Apple Inc. (AAPL), NVIDIA Corp. (NVDA), and Amazon.com Inc. (AMZN). The fund's sector allocation is Information Technology 25.8%, Financials 15.6%, Industrials 11.2%, Healthcare 11.0%, Consumer Discretionary 10.8%, Communication Services 7.8%, Others 17.8%.
What is the risk profile of Vanguard Total World Stock (VT)?
Standard deviation is ~15.2% reflecting global equity beta. This fund may not be suitable for investors who want 100% pure us equity exposure or tactical country tilt control..
What are the tax implications of investing in Vanguard Total World Stock (VT)?
Quarterly dividend distributions. Because foreign holdings are <50%, US investors typically cannot claim foreign tax credits.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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