VGSIX vs. VITAX
VGSIX (Vanguard Real Estate Index Fund) and VITAX (Vanguard Information Technology Index Fund Admiral Shares) are both mutual funds - VGSIX is a REIT fund managed by Vanguard, while VITAX is a Technology Equities fund tracking the MSCI US Investable Market Information Technology 25/50 Index. Over the past 10 years, VGSIX returned 4.86%/yr vs 25.97%/yr for VITAX. A 0.52 correlation means they provide meaningful diversification when combined. VGSIX charges 0.26%/yr vs 0.09%/yr for VITAX.
Performance
VGSIX vs. VITAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VGSIX achieves a 7.90% return, which is significantly lower than VITAX's 33.66% return. Over the past 10 years, VGSIX has underperformed VITAX with an annualized return of 4.86%, while VITAX has yielded a comparatively higher 25.97% annualized return.
VGSIX
- 1D
- 0.45%
- 1M
- -0.95%
- YTD
- 7.90%
- 6M
- 6.81%
- 1Y
- 9.99%
- 3Y*
- 8.39%
- 5Y*
- 1.69%
- 10Y*
- 4.86%
VITAX
- 1D
- 1.27%
- 1M
- 19.87%
- YTD
- 33.66%
- 6M
- 32.51%
- 1Y
- 62.61%
- 3Y*
- 34.15%
- 5Y*
- 23.05%
- 10Y*
- 25.97%
VGSIX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 7.90% | 2.04% | 2.67% | 12.97% | -26.29% | 40.18% | -4.87% | 28.74% | -6.14% | 4.80% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 33.66% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Correlation
The correlation between VGSIX and VITAX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2004 | 0.52 |
Over the past year, the correlation between VGSIX and VITAX has dropped to 0.11 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VGSIX vs. VITAX — Risk / Return Rank
VGSIX
VITAX
VGSIX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) 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.
| VGSIX | VITAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.44 | ||
| Sortino ratioReturn per unit of downside risk | -2.77 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.51 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 4.00 | -2.82 |
| Martin ratioReturn relative to average drawdown | 3.69 | 12.75 | -9.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| VGSIX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 3.18 | -2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.91 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 1.05 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.67 | -0.33 |
Drawdowns
VGSIX vs. VITAX - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VGSIX and VITAX.
Loading charts...
Drawdown Indicators
| VGSIX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.13% | -54.81% | -18.32% |
Max Drawdown (1Y)Largest decline over 1 year | -8.32% | -16.38% | +8.06% |
Max Drawdown (3Y)Largest decline over 3 years | -18.62% | -27.38% | +8.76% |
Max Drawdown (5Y)Largest decline over 5 years | -34.58% | -35.10% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -35.10% | -7.25% |
Current DrawdownCurrent decline from peak | -5.88% | 0.00% | -5.88% |
Average DrawdownAverage peak-to-trough decline | -11.88% | -8.02% | -3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 5.13% | -2.49% |
Volatility
VGSIX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Real Estate Index Fund (VGSIX) is 3.76%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.01%. This indicates that VGSIX 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.
Loading charts...
Volatility by Period
| VGSIX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 6.01% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 16.09% | -6.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.14% | 20.61% | -7.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 25.39% | -6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 24.84% | -3.99% |
VGSIX vs. VITAX - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is higher than VITAX's 0.09% 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%.
Dividends
VGSIX vs. VITAX - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.55%, more than VITAX's 0.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 3.55% | 2.76% | 2.83% | 3.77% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.30% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Frequently Asked Questions
VGSIX and VITAX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VITAX has higher volatility (6.01%) compared to VGSIX (3.76%). In terms of maximum drawdown, VGSIX dropped -73.13% vs VITAX's -54.81%.
VITAX currently has the higher Sharpe Ratio (3.18 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for VGSIX and VITAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer