VCPIX vs. VITAX
Compare and contrast key facts about Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VCPIX is managed by Vanguard. It was launched on Oct 25, 2021. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Performance
VCPIX vs. VITAX - Performance Comparison
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VCPIX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | -0.54% | 8.01% | 2.83% | 6.64% | -12.68% | 0.35% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 10.00% |
Returns By Period
In the year-to-date period, VCPIX achieves a -0.54% return, which is significantly higher than VITAX's -11.14% return.
VCPIX
- 1D
- 0.47%
- 1M
- -2.26%
- YTD
- -0.54%
- 6M
- 0.60%
- 1Y
- 4.41%
- 3Y*
- 4.65%
- 5Y*
- —
- 10Y*
- —
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
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VCPIX vs. VITAX - Expense Ratio Comparison
VCPIX has a 0.30% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Return for Risk
VCPIX vs. VITAX — Risk / Return Rank
VCPIX
VITAX
VCPIX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.
| VCPIX | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.87 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.39 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.26 | +0.65 |
Martin ratioReturn relative to average drawdown | 6.39 | 3.92 | +2.46 |
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
| VCPIX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.87 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.56 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.59 | -0.46 |
Correlation
The correlation between VCPIX and VITAX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VCPIX vs. VITAX - Dividend Comparison
VCPIX's dividend yield for the trailing twelve months is around 4.36%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | 4.36% | 4.76% | 5.08% | 4.46% | 3.15% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
VCPIX vs. VITAX - Drawdown Comparison
The maximum VCPIX drawdown since its inception was -17.33%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VCPIX and VITAX.
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Drawdown Indicators
| VCPIX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.33% | -54.81% | +37.48% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -16.38% | +13.66% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -2.26% | -16.38% | +14.12% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -8.06% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 5.24% | -4.43% |
Volatility
VCPIX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) is 1.55%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.70%. This indicates that VCPIX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VCPIX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 6.70% | -5.15% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 15.84% | -13.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.08% | 27.38% | -23.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.75% | 25.22% | -19.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.75% | 24.69% | -18.94% |