VESIX vs. VINIX
Compare and contrast key facts about Vanguard European Stock Index Fund Institutional Shares (VESIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
VESIX is managed by Vanguard. It was launched on May 15, 2000. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VESIX or VINIX.
Correlation
The correlation between VESIX and VINIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VESIX vs. VINIX - Performance Comparison
Key characteristics
VESIX:
0.92
VINIX:
1.60
VESIX:
1.33
VINIX:
2.16
VESIX:
1.16
VINIX:
1.29
VESIX:
1.06
VINIX:
2.47
VESIX:
2.50
VINIX:
9.69
VESIX:
4.72%
VINIX:
2.15%
VESIX:
12.87%
VINIX:
13.03%
VESIX:
-63.25%
VINIX:
-55.19%
VESIX:
-1.59%
VINIX:
-2.12%
Returns By Period
In the year-to-date period, VESIX achieves a 9.79% return, which is significantly higher than VINIX's 2.41% return. Over the past 10 years, VESIX has underperformed VINIX with an annualized return of 5.56%, while VINIX has yielded a comparatively higher 11.77% annualized return.
VESIX
9.79%
4.23%
0.01%
10.37%
7.99%
5.56%
VINIX
2.41%
-1.61%
6.27%
18.13%
12.84%
11.77%
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VESIX vs. VINIX - Expense Ratio Comparison
VESIX has a 0.08% expense ratio, which is higher than VINIX's 0.04% 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%.
Risk-Adjusted Performance
VESIX vs. VINIX — Risk-Adjusted Performance Rank
VESIX
VINIX
VESIX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund Institutional Shares (VESIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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.
Dividends
VESIX vs. VINIX - Dividend Comparison
VESIX's dividend yield for the trailing twelve months is around 3.28%, more than VINIX's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESIX Vanguard European Stock Index Fund Institutional Shares | 3.28% | 3.61% | 3.14% | 3.24% | 3.04% | 2.10% | 3.29% | 3.95% | 2.72% | 3.54% | 3.27% | 4.65% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.24% | 1.27% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% |
Drawdowns
VESIX vs. VINIX - Drawdown Comparison
The maximum VESIX drawdown since its inception was -63.25%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VESIX and VINIX. For additional features, visit the drawdowns tool.
Volatility
VESIX vs. VINIX - Volatility Comparison
Vanguard European Stock Index Fund Institutional Shares (VESIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX) have volatilities of 3.59% and 3.43%, 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.