VIMAX vs. VTI
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard Total Stock Market ETF (VTI).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMAX or VTI.
Performance
VIMAX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, VIMAX achieves a 19.80% return, which is significantly lower than VTI's 24.77% return. Over the past 10 years, VIMAX has underperformed VTI with an annualized return of 10.04%, while VTI has yielded a comparatively higher 12.63% annualized return.
VIMAX
19.80%
2.66%
11.91%
30.51%
11.49%
10.04%
VTI
24.77%
1.74%
12.48%
32.60%
14.96%
12.63%
Key characteristics
| VIMAX | VTI | |
|---|---|---|
| Sharpe Ratio | 2.45 | 2.58 |
| Sortino Ratio | 3.37 | 3.45 |
| Omega Ratio | 1.43 | 1.48 |
| Calmar Ratio | 1.98 | 3.76 |
| Martin Ratio | 14.72 | 16.48 |
| Ulcer Index | 2.05% | 1.96% |
| Daily Std Dev | 12.31% | 12.50% |
| Max Drawdown | -58.88% | -55.45% |
| Current Drawdown | -1.12% | -1.53% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIMAX vs. VTI - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is higher than VTI's 0.03% 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 VIMAX and VTI is 0.95, 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
VIMAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) 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.
Dividends
VIMAX vs. VTI - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.46%, more than VTI's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.46% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
VTI Vanguard Total Stock Market ETF | 1.28% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VIMAX vs. VTI - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VIMAX and VTI. For additional features, visit the drawdowns tool.
Volatility
VIMAX vs. VTI - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 3.80%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.28%. This indicates that VIMAX 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.