Vanguard Institutional Index Fund Institutional Shares (VINIX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VINIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VINIX
VINIX charges 0.04% annually. There are 6 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | VINIX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | VINIX vs VIIIX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | VINIX vs SSSYX | |
| Schwab S&P 500 Index Fund | 0.02% | 141.19B | May 1997 | VINIX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | VINIX vs FXAIX |
Best Risk-Adjusted Alternatives to VINIX
VINIX has a PortfoliosLab risk / return rank of 60. There are 5 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 61 | — | Dec 2013 | VINIX vs SPINX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 60 | — | Mar 2001 | VINIX vs PLFIX | |
| State Street Equity 500 Index Fund Class K | 60 | — | Sep 2014 | VINIX vs SSSYX | |
| Vanguard Institutional Index Fund Institutional Pl... | 60 | 355.20B | Jul 1997 | VINIX vs VIIIX | |
| Fidelity 500 Index Fund | 60 | — | Feb 1988 | VINIX vs FXAIX |
Top Performing VINIX Alternatives (YTD)
VINIX is at 9.96% YTD. There are 4 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 13.82% | — | May 2006 | VINIX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 13.10% | — | Jul 1997 | VINIX vs VADDX | |
| Victory 500 Index Fund | 10.19% | — | May 2002 | VINIX vs USPRX | |
| Fidelity 500 Index Fund | 9.97% | — | Feb 1988 | VINIX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 9.96% | 355.20B | Jul 1997 | VINIX vs VIIIX |
Lowest Volatility Alternatives to VINIX
VINIX has 12.53% 1-year volatility. There are 8 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 10.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.87% | — | Sep 2017 | VINIX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.81% | — | Jul 1997 | VINIX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.48% | — | Apr 1992 | VINIX vs SPFIX | |
| CYBER HORNET S&P 500 | 12.50% | — | Mar 2017 | VINIX vs INDEX | |
| Principal LargeCap S&P 500 Index Fund Class A | 12.51% | — | Feb 2001 | VINIX vs PLSAX |
Lowest Drawdown Alternatives to VINIX
VINIX has a 1-year max drawdown of -8.90%. There are 4 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.88%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | VINIX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | VINIX vs SSSYX | |
| Schwab S&P 500 Index Fund | -8.89% | 141.19B | May 1997 | VINIX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | VINIX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | -8.90% | 355.20B | Jul 1997 | VINIX vs VIIIX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VINIX
Investors most often compare VINIX with VOO, JLGMX, VITSX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VINIX with Any Fund or Stock
Compare VINIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VINIX with funds that move differently
Vanguard Institutional Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VINIX.
Explore VINIX Diversifiers