VGIAX vs. VITAX
Compare and contrast key facts about Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VGIAX is managed by Vanguard. It was launched on May 14, 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: VGIAX or VITAX.
Performance
VGIAX vs. VITAX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VGIAX having a 25.21% return and VITAX slightly higher at 25.24%. Over the past 10 years, VGIAX has underperformed VITAX with an annualized return of 13.05%, while VITAX has yielded a comparatively higher 20.53% annualized return.
VGIAX
25.21%
0.64%
10.27%
32.41%
15.38%
13.05%
VITAX
25.24%
0.65%
13.56%
33.21%
21.94%
20.53%
Key characteristics
| VGIAX | VITAX | |
|---|---|---|
| Sharpe Ratio | 2.50 | 1.58 |
| Sortino Ratio | 3.34 | 2.10 |
| Omega Ratio | 1.47 | 1.28 |
| Calmar Ratio | 3.39 | 2.20 |
| Martin Ratio | 15.44 | 7.92 |
| Ulcer Index | 2.10% | 4.24% |
| Daily Std Dev | 12.98% | 21.20% |
| Max Drawdown | -56.85% | -54.81% |
| Current Drawdown | -2.35% | -3.55% |
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VGIAX vs. VITAX - Expense Ratio Comparison
VGIAX has a 0.22% expense ratio, which is higher than VITAX's 0.10% 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%.
Correlation
The correlation between VGIAX and VITAX is 0.88, 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.
Risk-Adjusted Performance
VGIAX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Admiral Shares (VGIAX) 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
VGIAX vs. VITAX - Dividend Comparison
VGIAX's dividend yield for the trailing twelve months is around 0.97%, more than VITAX's 0.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGIAX Vanguard Growth and Income Fund Admiral Shares | 0.97% | 1.29% | 1.76% | 1.26% | 1.45% | 1.67% | 1.91% | 1.59% | 2.19% | 1.99% | 1.77% | 1.60% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.62% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
VGIAX vs. VITAX - Drawdown Comparison
The maximum VGIAX drawdown since its inception was -56.85%, roughly equal to the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VGIAX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VGIAX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Growth and Income Fund Admiral Shares (VGIAX) is 4.23%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.51%. This indicates that VGIAX 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.