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 Jun 27, 2016.
Performance
VIMAX vs. VTI - Performance Comparison
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VIMAX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -0.63% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
VTI Vanguard Total Stock Market ETF | -3.29% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, VIMAX achieves a -0.63% return, which is significantly higher than VTI's -3.29% return. Over the past 10 years, VIMAX has underperformed VTI with an annualized return of 10.66%, while VTI has yielded a comparatively higher 13.69% annualized return.
VIMAX
- 1D
- 2.22%
- 1M
- -5.79%
- YTD
- -0.63%
- 6M
- -1.36%
- 1Y
- 12.39%
- 3Y*
- 12.60%
- 5Y*
- 6.65%
- 10Y*
- 10.66%
VTI
- 1D
- 0.76%
- 1M
- -4.38%
- YTD
- -3.29%
- 6M
- -1.26%
- 1Y
- 18.60%
- 3Y*
- 18.14%
- 5Y*
- 10.63%
- 10Y*
- 13.69%
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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%.
Return for Risk
VIMAX vs. VTI — Risk / Return Rank
VIMAX
VTI
VIMAX vs. VTI - Risk-Adjusted Trends 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.
| VIMAX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.98 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.52 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.54 | -0.49 |
Martin ratioReturn relative to average drawdown | 4.86 | 7.30 | -2.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIMAX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.98 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.61 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.75 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.48 | +0.01 |
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.
Dividends
VIMAX vs. VTI - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.50%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.50% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
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.
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Drawdown Indicators
| VIMAX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.88% | -55.45% | -3.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -12.30% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -25.36% | -2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -35.00% | -4.30% |
Current DrawdownCurrent decline from peak | -6.09% | -5.54% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -8.08% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.60% | +0.17% |
Volatility
VIMAX vs. VTI - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 4.95%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 5.48%. 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.
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Volatility by Period
| VIMAX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.48% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 9.75% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 19.02% | -1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 17.41% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.91% | 18.29% | +0.62% |