VENAX vs. VITAX
Compare and contrast key facts about Vanguard Energy Index Fund Admiral Shares (VENAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VENAX is managed by Vanguard. It was launched on Oct 7, 2004. 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
VENAX vs. VITAX - Performance Comparison
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VENAX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VENAX Vanguard Energy Index Fund Admiral Shares | 39.76% | 7.29% | 6.57% | 0.05% | 62.94% | 55.57% | -33.27% | 9.36% | -19.90% | -2.39% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Returns By Period
In the year-to-date period, VENAX achieves a 39.76% return, which is significantly higher than VITAX's -11.14% return. Over the past 10 years, VENAX has underperformed VITAX with an annualized return of 11.29%, while VITAX has yielded a comparatively higher 20.84% annualized return.
VENAX
- 1D
- -1.12%
- 1M
- 11.69%
- YTD
- 39.76%
- 6M
- 41.02%
- 1Y
- 39.10%
- 3Y*
- 18.90%
- 5Y*
- 25.11%
- 10Y*
- 11.29%
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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VENAX vs. VITAX - Expense Ratio Comparison
Both VENAX and VITAX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VENAX vs. VITAX — Risk / Return Rank
VENAX
VITAX
VENAX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy Index Fund Admiral Shares (VENAX) 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.
| VENAX | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 0.87 | +0.76 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.39 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.19 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.26 | +0.83 |
Martin ratioReturn relative to average drawdown | 5.98 | 3.92 | +2.06 |
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
| VENAX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 0.87 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.56 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.85 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.59 | -0.30 |
Correlation
The correlation between VENAX and VITAX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VENAX vs. VITAX - Dividend Comparison
VENAX's dividend yield for the trailing twelve months is around 2.25%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VENAX Vanguard Energy Index Fund Admiral Shares | 2.25% | 3.10% | 3.24% | 3.34% | 3.65% | 3.80% | 4.76% | 3.41% | 3.35% | 2.90% | 2.31% | 3.17% |
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
VENAX vs. VITAX - Drawdown Comparison
The maximum VENAX drawdown since its inception was -74.42%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VENAX and VITAX.
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Drawdown Indicators
| VENAX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.42% | -54.81% | -19.61% |
Max Drawdown (1Y)Largest decline over 1 year | -19.04% | -16.38% | -2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.59% | -35.10% | +8.51% |
Max Drawdown (10Y)Largest decline over 10 years | -69.58% | -35.10% | -34.48% |
Current DrawdownCurrent decline from peak | -1.12% | -16.38% | +15.26% |
Average DrawdownAverage peak-to-trough decline | -20.09% | -8.06% | -12.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 5.24% | +1.40% |
Volatility
VENAX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Energy Index Fund Admiral Shares (VENAX) is 5.01%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.70%. This indicates that VENAX 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
| VENAX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 6.70% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 15.84% | -1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.99% | 27.38% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.55% | 25.22% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.17% | 24.69% | +5.48% |