VFWSX vs. VITAX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VFWSX is managed by Vanguard. It was launched on Apr 30, 2007. 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: VFWSX or VITAX.
Correlation
The correlation between VFWSX and VITAX is 0.73, 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
VFWSX vs. VITAX - Performance Comparison
Key characteristics
VFWSX:
-0.06
VITAX:
-0.29
VFWSX:
0.02
VITAX:
-0.22
VFWSX:
1.00
VITAX:
0.97
VFWSX:
-0.08
VITAX:
-0.29
VFWSX:
-0.21
VITAX:
-1.19
VFWSX:
4.00%
VITAX:
6.32%
VFWSX:
14.26%
VITAX:
25.96%
VFWSX:
-61.25%
VITAX:
-54.81%
VFWSX:
-10.28%
VITAX:
-25.96%
Returns By Period
In the year-to-date period, VFWSX achieves a -1.63% return, which is significantly higher than VITAX's -22.90% return. Over the past 10 years, VFWSX has underperformed VITAX with an annualized return of 4.26%, while VITAX has yielded a comparatively higher 17.46% annualized return.
VFWSX
-1.63%
-9.47%
-8.83%
-0.21%
10.69%
4.26%
VITAX
-22.90%
-18.29%
-18.00%
-6.01%
19.72%
17.46%
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VFWSX vs. VITAX - Expense Ratio Comparison
VFWSX 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
VFWSX vs. VITAX — Risk-Adjusted Performance Rank
VFWSX
VITAX
VFWSX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) 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
VFWSX vs. VITAX - Dividend Comparison
VFWSX's dividend yield for the trailing twelve months is around 3.25%, more than VITAX's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWSX Vanguard FTSE All-World ex-US Index Fund Institutional Shares | 3.25% | 3.23% | 3.31% | 3.10% | 3.06% | 1.99% | 3.10% | 3.28% | 2.67% | 2.97% | 2.97% | 3.54% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.67% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
VFWSX vs. VITAX - Drawdown Comparison
The maximum VFWSX drawdown since its inception was -61.25%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VFWSX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VFWSX vs. VITAX - Volatility Comparison
The current volatility for Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) is 7.31%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 12.55%. This indicates that VFWSX 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.