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IVV vs. VITSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IVV vs. VITSX

Last updated Jun 14, 2026

IVV (iShares Core S&P 500 ETF) and VITSX (Vanguard Total Stock Market Index Fund Institutional Shares) are both funds - IVV is a S&P 500 fund tracking the S&P 500 Index, while VITSX is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Both are passively managed. Over the past 10 years, IVV returned 15.47%/yr vs 14.94%/yr for VITSX. With a 0.98 correlation, they move nearly in lockstep. Both charge a 0.03% expense ratio.

Performance

IVV vs. VITSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P 500 ETF (IVV) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with IVV having a 9.08% return and VITSX slightly higher at 9.11%. Both investments have delivered pretty close results over the past 10 years, with IVV having a 15.47% annualized return and VITSX not far behind at 14.94%.

IVV

1D
0.55%
1M
-0.85%
YTD
9.08%
6M
9.43%
1Y
25.77%
3Y*
20.95%
5Y*
13.42%
10Y*
15.47%

VITSX

1D
1.88%
1M
-0.74%
YTD
9.11%
6M
9.18%
1Y
25.69%
3Y*
20.73%
5Y*
12.10%
10Y*
14.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IVV vs. VITSX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IVV
iShares Core S&P 500 ETF		9.08%17.85%24.93%26.31%-18.16%28.76%18.40%31.07%-4.49%21.75%
VITSX
Vanguard Total Stock Market Index Fund Institutional Shares		9.11%17.14%23.25%26.51%-19.51%25.74%20.99%30.80%-5.18%21.16%

Correlation

The correlation between IVV and VITSX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.99

Correlation (3Y)
Calculated over the trailing 3-year period

0.99

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (10Y)
Calculated over the trailing 10-year period

0.99

Correlation (All Time)
Calculated using the full available price history since May 19, 2000

0.98

The correlation between IVV and VITSX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

IVV vs. VITSX - Sectors Allocation Comparison

Sectors
IVV
VITSX

Technology

39.0%
33.3%

Financial Services

11.1%
11.9%

Communication Services

10.6%
10.1%

Consumer Cyclical

9.9%
9.8%

Healthcare

8.3%
9.1%

Industrials

7.8%
9.5%

Consumer Defensive

4.5%
4.7%

Energy

3.1%
3.8%

Utilities

2.1%
2.7%

Real Estate

1.8%
2.4%

Basic Materials

1.7%
2.0%

Technology

IVV
39.0%
VITSX
33.3%

Financial Services

IVV
11.1%
VITSX
11.9%

Communication Services

IVV
10.6%
VITSX
10.1%

Consumer Cyclical

IVV
9.9%
VITSX
9.8%

Healthcare

IVV
8.3%
VITSX
9.1%

Industrials

IVV
7.8%
VITSX
9.5%

Consumer Defensive

IVV
4.5%
VITSX
4.7%

Energy

IVV
3.1%
VITSX
3.8%

Utilities

IVV
2.1%
VITSX
2.7%

Real Estate

IVV
1.8%
VITSX
2.4%

Basic Materials

IVV
1.7%
VITSX
2.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P 500 ETF

Vanguard Total Stock Market Index Fund Institutional Shares

Often compared with IVV:
IVV vs. VOOIVV vs. SPYIVV vs. FXAIXIVV vs. QQQIVV vs. VTIIVV vs. IOOIVV vs. CSPX.L
Often compared with VITSX:
VITSX vs. VTSAXVITSX vs. VINIXVITSX vs. VTIVITSX vs. SWPPXVITSX vs. VTIAXVITSX vs. VOOVITSX vs. TRLGX

Return for Risk

IVV vs. VITSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVV
IVV Risk / Return Rank: 7070
Overall Rank
IVV Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
IVV Sortino Ratio Rank: 6969
Sortino Ratio Rank
IVV Omega Ratio Rank: 7171
Omega Ratio Rank
IVV Calmar Ratio Rank: 6363
Calmar Ratio Rank
IVV Martin Ratio Rank: 7676
Martin Ratio Rank
VITSX
VITSX Risk / Return Rank: 7272
Overall Rank
VITSX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VITSX Sortino Ratio Rank: 6666
Sortino Ratio Rank
VITSX Omega Ratio Rank: 6666
Omega Ratio Rank
VITSX Calmar Ratio Rank: 7474
Calmar Ratio Rank
VITSX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVV vs. VITSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

IVVVITSXDifference
Sharpe ratioReturn per unit of total volatility
2.00
1.94

+0.05

Sortino ratioReturn per unit of downside risk
2.70
2.65

+0.05

Omega ratioGain probability vs. loss probability

1.36

1.35

+0.01

Calmar ratioReturn relative to maximum drawdown

2.76

2.77

-0.01

Martin ratioReturn relative to average drawdown

12.43

12.46

-0.03

IVV vs. VITSX - Sharpe Ratio Comparison

The current IVV Sharpe Ratio is 2.00, which is comparable to the VITSX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of IVV and VITSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IVV vs. VITSX - Drawdown Comparison

The maximum IVV drawdown since its inception was -55.25%, roughly equal to the maximum VITSX drawdown of -55.30%. Use the drawdown chart below to compare losses from any high point for IVV and VITSX.

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Drawdown Indicators

IVVVITSXDifference

Max Drawdown

Largest peak-to-trough decline

-55.25%

-55.30%

+0.05%

Max Drawdown (1Y)

Largest decline over 1 year

-8.89%

-8.92%

+0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-18.75%

-19.36%

+0.61%

Max Drawdown (5Y)

Largest decline over 5 years

-24.53%

-25.36%

+0.83%

Max Drawdown (10Y)

Largest decline over 10 years

-33.90%

-34.97%

+1.07%

Current Drawdown

Current decline from peak

-2.35%

-2.56%

+0.21%

Average Drawdown

Average peak-to-trough decline

-10.77%

-10.06%

-0.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

1.98%

-0.01%

Volatility

IVV vs. VITSX - Volatility Comparison

iShares Core S&P 500 ETF (IVV) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) have volatilities of 4.37% and 4.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IVVVITSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.37%

4.60%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

9.59%

9.93%

-0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

12.28%

12.72%

-0.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.95%

17.44%

-0.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.08%

18.44%

-0.36%

IVV vs. VITSX - Expense Ratio Comparison

Both IVV and VITSX have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

IVV vs. VITSX - Dividend Comparison

IVV's dividend yield for the trailing twelve months is around 1.08%, more than VITSX's 1.03% yield.

PositionTTM20252024202320222021202020192018201720162015
IVV
iShares Core S&P 500 ETF		1.08%1.17%1.30%1.44%1.66%1.20%1.57%1.85%2.21%1.75%2.01%2.27%
VITSX
Vanguard Total Stock Market Index Fund Institutional Shares		1.03%1.12%1.27%1.43%1.66%1.21%1.42%1.77%2.04%1.71%1.93%1.99%

Frequently Asked Questions

With a correlation of 0.99, IVV and VITSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VITSX has higher volatility (4.60%) compared to IVV (4.37%). In terms of maximum drawdown, IVV dropped -55.25% vs VITSX's -55.30%.

IVV currently has the higher Sharpe Ratio (2.00 vs 1.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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