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VGSTX vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VGSTX and VTI is 0.94, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

VGSTX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard STAR Fund (VGSTX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
178.30%
617.83%
VGSTX
VTI

Key characteristics

Sharpe Ratio

VGSTX:

0.23

VTI:

0.50

Sortino Ratio

VGSTX:

0.40

VTI:

0.84

Omega Ratio

VGSTX:

1.06

VTI:

1.12

Calmar Ratio

VGSTX:

0.14

VTI:

0.52

Martin Ratio

VGSTX:

0.70

VTI:

2.14

Ulcer Index

VGSTX:

4.25%

VTI:

4.72%

Daily Std Dev

VGSTX:

12.73%

VTI:

20.04%

Max Drawdown

VGSTX:

-43.45%

VTI:

-55.45%

Current Drawdown

VGSTX:

-15.65%

VTI:

-10.95%

Returns By Period

In the year-to-date period, VGSTX achieves a -1.06% return, which is significantly higher than VTI's -6.86% return. Over the past 10 years, VGSTX has underperformed VTI with an annualized return of 2.50%, while VTI has yielded a comparatively higher 11.34% annualized return.


VGSTX

YTD

-1.06%

1M

-2.96%

6M

-5.94%

1Y

2.09%

5Y*

3.32%

10Y*

2.50%

VTI

YTD

-6.86%

1M

-5.12%

6M

-5.25%

1Y

8.76%

5Y*

15.45%

10Y*

11.34%

*Annualized

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VGSTX vs. VTI - Expense Ratio Comparison

VGSTX has a 0.31% expense ratio, which is higher than VTI's 0.03% expense ratio.


Expense ratio chart for VGSTX: current value is 0.31%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VGSTX: 0.31%
Expense ratio chart for VTI: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTI: 0.03%

Risk-Adjusted Performance

VGSTX vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VGSTX
The Risk-Adjusted Performance Rank of VGSTX is 3838
Overall Rank
The Sharpe Ratio Rank of VGSTX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of VGSTX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of VGSTX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of VGSTX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of VGSTX is 3838
Martin Ratio Rank

VTI
The Risk-Adjusted Performance Rank of VTI is 6262
Overall Rank
The Sharpe Ratio Rank of VTI is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 6161
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6363
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 6666
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VGSTX vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) and Vanguard Total Stock Market ETF (VTI). 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.


The chart of Sharpe ratio for VGSTX, currently valued at 0.23, compared to the broader market-1.000.001.002.003.00
VGSTX: 0.23
VTI: 0.50
The chart of Sortino ratio for VGSTX, currently valued at 0.40, compared to the broader market-2.000.002.004.006.008.00
VGSTX: 0.40
VTI: 0.84
The chart of Omega ratio for VGSTX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
VGSTX: 1.06
VTI: 1.12
The chart of Calmar ratio for VGSTX, currently valued at 0.14, compared to the broader market0.002.004.006.008.0010.00
VGSTX: 0.14
VTI: 0.52
The chart of Martin ratio for VGSTX, currently valued at 0.70, compared to the broader market0.0010.0020.0030.0040.0050.00
VGSTX: 0.70
VTI: 2.14

The current VGSTX Sharpe Ratio is 0.23, which is lower than the VTI Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of VGSTX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.23
0.50
VGSTX
VTI

Dividends

VGSTX vs. VTI - Dividend Comparison

VGSTX's dividend yield for the trailing twelve months is around 2.45%, more than VTI's 1.39% yield.


TTM20242023202220212020201920182017201620152014
VGSTX
Vanguard STAR Fund
2.45%2.43%2.21%2.08%1.36%1.42%2.11%2.52%1.85%2.08%2.09%2.18%
VTI
Vanguard Total Stock Market ETF
1.39%1.27%1.44%1.67%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

VGSTX vs. VTI - Drawdown Comparison

The maximum VGSTX drawdown since its inception was -43.45%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VGSTX and VTI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.65%
-10.95%
VGSTX
VTI

Volatility

VGSTX vs. VTI - Volatility Comparison

The current volatility for Vanguard STAR Fund (VGSTX) is 8.28%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 14.84%. This indicates that VGSTX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
8.28%
14.84%
VGSTX
VTI