VESIX vs. VITAX
Compare and contrast key facts about Vanguard European Stock Index Fund Institutional Shares (VESIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VESIX is managed by Vanguard. It was launched on May 15, 2000. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VESIX or VITAX.
Correlation
The correlation between VESIX and VITAX is 0.75, 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. VITAX - Performance Comparison
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Key characteristics
VESIX:
0.62
VITAX:
0.60
VESIX:
1.03
VITAX:
1.08
VESIX:
1.14
VITAX:
1.15
VESIX:
0.82
VITAX:
0.73
VESIX:
2.25
VITAX:
2.38
VESIX:
5.07%
VITAX:
8.36%
VESIX:
16.83%
VITAX:
30.66%
VESIX:
-63.25%
VITAX:
-54.81%
VESIX:
-0.43%
VITAX:
-4.73%
Returns By Period
In the year-to-date period, VESIX achieves a 17.22% return, which is significantly higher than VITAX's -0.79% return. Over the past 10 years, VESIX has underperformed VITAX with an annualized return of 5.78%, while VITAX has yielded a comparatively higher 20.06% annualized return.
VESIX
17.22%
7.93%
16.28%
10.42%
14.32%
5.78%
VITAX
-0.79%
17.53%
-0.40%
18.16%
21.00%
20.06%
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VESIX vs. VITAX - Expense Ratio Comparison
VESIX has a 0.08% expense ratio, which is lower than VITAX's 0.10% expense ratio. Despite the difference, 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. VITAX — Risk-Adjusted Performance Rank
VESIX
VITAX
VESIX vs. VITAX - 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 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.
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Dividends
VESIX vs. VITAX - Dividend Comparison
VESIX's dividend yield for the trailing twelve months is around 2.98%, more than VITAX's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESIX Vanguard European Stock Index Fund Institutional Shares | 2.98% | 3.61% | 3.14% | 3.24% | 3.04% | 2.10% | 3.29% | 3.95% | 2.72% | 3.54% | 3.27% | 4.65% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.52% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
VESIX vs. VITAX - Drawdown Comparison
The maximum VESIX drawdown since its inception was -63.25%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VESIX and VITAX. For additional features, visit the drawdowns tool.
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Volatility
VESIX vs. VITAX - Volatility Comparison
The current volatility for Vanguard European Stock Index Fund Institutional Shares (VESIX) is 3.16%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 8.84%. This indicates that VESIX 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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