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:
0.57
VITAX:
1.33
VFWSX:
0.86
VITAX:
1.81
VFWSX:
1.10
VITAX:
1.24
VFWSX:
0.77
VITAX:
1.89
VFWSX:
2.34
VITAX:
6.76
VFWSX:
3.00%
VITAX:
4.27%
VFWSX:
12.28%
VITAX:
21.69%
VFWSX:
-61.25%
VITAX:
-54.81%
VFWSX:
-8.51%
VITAX:
-4.09%
Returns By Period
In the year-to-date period, VFWSX achieves a 5.20% return, which is significantly lower than VITAX's 29.10% return. Over the past 10 years, VFWSX has underperformed VITAX with an annualized return of 5.00%, while VITAX has yielded a comparatively higher 20.59% annualized return.
VFWSX
5.20%
-1.72%
-0.62%
8.26%
4.47%
5.00%
VITAX
29.10%
1.53%
7.38%
30.95%
21.66%
20.59%
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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 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 1.58%, more than VITAX's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWSX Vanguard FTSE All-World ex-US Index Fund Institutional Shares | 1.58% | 3.31% | 3.10% | 3.06% | 1.99% | 3.10% | 3.28% | 2.67% | 2.97% | 2.97% | 3.54% | 2.70% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.47% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
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 3.02%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 5.52%. 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.