VIIIX vs. VFTNX
Compare and contrast key facts about Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX).
VIIIX is managed by Vanguard. It was launched on Jul 7, 1997. VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIIIX or VFTNX.
Key characteristics
| VIIIX | VFTNX | |
|---|---|---|
| YTD Return | 11.79% | 11.08% |
| 1Y Return | 28.25% | 29.37% |
| 3Y Return (Ann) | 10.41% | 9.41% |
| 5Y Return (Ann) | 15.04% | 15.08% |
| 10Y Return (Ann) | 13.06% | 13.58% |
| Sharpe Ratio | 2.53 | 2.42 |
| Daily Std Dev | 11.64% | 12.76% |
| Max Drawdown | -55.18% | -61.92% |
| Current Drawdown | -0.07% | -0.17% |
Correlation
The correlation between VIIIX and VFTNX is 0.98, 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
VIIIX vs. VFTNX - Performance Comparison
In the year-to-date period, VIIIX achieves a 11.79% return, which is significantly higher than VFTNX's 11.08% return. Both investments have delivered pretty close results over the past 10 years, with VIIIX having a 13.06% annualized return and VFTNX not far ahead at 13.58%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIIIX vs. VFTNX - Expense Ratio Comparison
VIIIX has a 0.02% expense ratio, which is lower than VFTNX's 0.12% 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
VIIIX vs. VFTNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX). 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
VIIIX vs. VFTNX - Dividend Comparison
VIIIX's dividend yield for the trailing twelve months is around 2.68%, more than VFTNX's 1.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.68% | 2.98% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% | 1.90% | 1.51% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 1.05% | 1.12% | 1.37% | 0.95% | 1.23% | 1.46% | 1.81% | 1.49% | 1.82% | 1.60% | 1.33% | 1.38% |
Drawdowns
VIIIX vs. VFTNX - Drawdown Comparison
The maximum VIIIX drawdown since its inception was -55.18%, smaller than the maximum VFTNX drawdown of -61.92%. Use the drawdown chart below to compare losses from any high point for VIIIX and VFTNX. For additional features, visit the drawdowns tool.
Volatility
VIIIX vs. VFTNX - Volatility Comparison
The current volatility for Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) is 3.37%, while Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) has a volatility of 3.74%. This indicates that VIIIX experiences smaller price fluctuations and is considered to be less risky than VFTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.