LCIAX vs. VITPX
LCIAX (SEI Institutional Investments Trust Large Cap Index Fund) and VITPX (Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds. Over the past 10 years, LCIAX returned 15.25%/yr vs 15.19%/yr for VITPX. With a 0.99 correlation, they move nearly in lockstep. LCIAX charges 0.13%/yr vs 0.02%/yr for VITPX.
Performance
LCIAX vs. VITPX - Performance Comparison
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Returns By Period
In the year-to-date period, LCIAX achieves a 11.40% return, which is significantly lower than VITPX's 11.99% return. Both investments have delivered pretty close results over the past 10 years, with LCIAX having a 15.25% annualized return and VITPX not far behind at 15.19%.
LCIAX
- 1D
- 0.19%
- 1M
- 5.71%
- YTD
- 11.40%
- 6M
- 11.48%
- 1Y
- 28.21%
- 3Y*
- 22.26%
- 5Y*
- 13.33%
- 10Y*
- 15.25%
VITPX
- 1D
- 0.24%
- 1M
- 5.76%
- YTD
- 11.99%
- 6M
- 11.89%
- 1Y
- 29.15%
- 3Y*
- 22.92%
- 5Y*
- 13.38%
- 10Y*
- 15.19%
LCIAX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCIAX SEI Institutional Investments Trust Large Cap Index Fund | 11.40% | 17.33% | 23.90% | 26.51% | -19.27% | 26.29% | 20.85% | 31.37% | -5.10% | 21.59% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 11.99% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Correlation
The correlation between LCIAX and VITPX 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 | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Sep 5, 2007 | 0.99 |
The correlation between LCIAX and VITPX has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
LCIAX vs. VITPX — Risk / Return Rank
LCIAX
VITPX
LCIAX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Large Cap Index Fund (LCIAX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.
| LCIAX | VITPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.44 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.31 | 3.38 | -0.07 |
| Martin ratioReturn relative to average drawdown | 15.30 | 15.60 | -0.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCIAX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.44 | 2.47 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.78 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.83 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.51 | -0.01 |
Drawdowns
LCIAX vs. VITPX - Drawdown Comparison
The maximum LCIAX drawdown since its inception was -57.93%, roughly equal to the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for LCIAX and VITPX.
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Drawdown Indicators
| LCIAX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.93% | -55.28% | -2.65% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -8.92% | +0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -26.32% | -19.35% | -6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -26.32% | -25.31% | -1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -34.54% | -34.99% | +0.45% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -9.88% | -8.02% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.93% | -0.03% |
Volatility
LCIAX vs. VITPX - Volatility Comparison
SEI Institutional Investments Trust Large Cap Index Fund (LCIAX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) have volatilities of 2.85% and 2.94%, 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
| LCIAX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.85% | 2.94% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 9.19% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.93% | 12.19% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.14% | 17.35% | +2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.77% | 18.41% | +1.36% |
LCIAX vs. VITPX - Expense Ratio Comparison
LCIAX has a 0.13% expense ratio, which is higher than VITPX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LCIAX vs. VITPX - Dividend Comparison
LCIAX's dividend yield for the trailing twelve months is around 13.97%, more than VITPX's 2.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCIAX SEI Institutional Investments Trust Large Cap Index Fund | 13.97% | 15.51% | 14.83% | 13.13% | 16.71% | 9.30% | 2.67% | 18.94% | 19.92% | 4.15% | 3.17% | 5.35% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.24% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Frequently Asked Questions
With a correlation of 0.99, LCIAX and VITPX 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.
VITPX has higher volatility (2.94%) compared to LCIAX (2.85%). In terms of maximum drawdown, LCIAX dropped -57.93% vs VITPX's -55.28%.
VITPX currently has the higher Sharpe Ratio (2.47 vs 2.44), 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.
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