VFSUX vs. VITAX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VFSUX is managed by Vanguard. It was launched on Feb 12, 2001. 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: VFSUX or VITAX.
Performance
VFSUX vs. VITAX - Performance Comparison
Returns By Period
In the year-to-date period, VFSUX achieves a 4.43% return, which is significantly lower than VITAX's 27.15% return. Over the past 10 years, VFSUX has underperformed VITAX with an annualized return of 2.14%, while VITAX has yielded a comparatively higher 20.69% annualized return.
VFSUX
4.43%
-0.77%
3.57%
7.26%
1.89%
2.14%
VITAX
27.15%
1.45%
13.78%
33.32%
22.48%
20.69%
Key characteristics
| VFSUX | VITAX | |
|---|---|---|
| Sharpe Ratio | 2.65 | 1.66 |
| Sortino Ratio | 4.27 | 2.19 |
| Omega Ratio | 1.55 | 1.29 |
| Calmar Ratio | 1.91 | 2.31 |
| Martin Ratio | 14.58 | 8.30 |
| Ulcer Index | 0.50% | 4.25% |
| Daily Std Dev | 2.78% | 21.23% |
| Max Drawdown | -9.59% | -54.81% |
| Current Drawdown | -1.24% | -2.08% |
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VFSUX vs. VITAX - Expense Ratio Comparison
Both VFSUX 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%.
Correlation
The correlation between VFSUX and VITAX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
VFSUX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) 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.
Dividends
VFSUX vs. VITAX - Dividend Comparison
VFSUX's dividend yield for the trailing twelve months is around 4.02%, more than VITAX's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.02% | 3.14% | 2.03% | 1.73% | 2.33% | 2.92% | 2.78% | 2.10% | 2.05% | 2.07% | 2.00% | 1.93% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.61% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
VFSUX vs. VITAX - Drawdown Comparison
The maximum VFSUX drawdown since its inception was -9.59%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VFSUX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VFSUX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) is 0.70%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.60%. This indicates that VFSUX 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.