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VIMAX vs. VTSAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VIMAX vs. VTSAX

Last updated Jun 23, 2026

VIMAX (Vanguard Mid-Cap Index Fund Admiral Shares) and VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) are both mutual funds - VIMAX is a Mid Cap Blend Equities fund tracking the CRSP US Mid Cap Index, while VTSAX is a Large Cap Blend Equities fund managed by Vanguard. Over the past 10 years, VIMAX returned 11.66%/yr vs 15.06%/yr for VTSAX. With a 0.95 correlation, they move nearly in lockstep. VIMAX charges 0.05%/yr vs 0.04%/yr for VTSAX.

Performance

VIMAX vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with VIMAX having a 10.87% return and VTSAX slightly lower at 10.72%. Over the past 10 years, VIMAX has underperformed VTSAX with an annualized return of 11.66%, while VTSAX has yielded a comparatively higher 15.06% annualized return.

VIMAX

1D
0.74%
1M
2.62%
YTD
10.87%
6M
9.30%
1Y
19.27%
3Y*
15.56%
5Y*
8.42%
10Y*
11.66%

VTSAX

1D
1.14%
1M
0.90%
YTD
10.72%
6M
9.93%
1Y
27.56%
3Y*
20.66%
5Y*
12.87%
10Y*
15.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VIMAX vs. VTSAX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VIMAX
Vanguard Mid-Cap Index Fund Admiral Shares		10.87%11.67%14.66%16.53%-18.70%24.51%18.18%31.03%-9.24%19.26%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		10.72%17.12%23.23%26.51%-19.52%25.72%20.98%30.79%-5.18%21.16%

Correlation

The correlation between VIMAX and VTSAX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.92

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Nov 12, 2001

0.95

The correlation between VIMAX and VTSAX shifts across timeframes, from 0.83 (1 year) to 0.95 (all time), reflecting how their relationship changes across market environments.

VIMAX vs. VTSAX - Sectors Allocation Comparison

Sectors
VIMAX
VTSAX

Technology

20.8%
37.0%

Industrials

17.7%
9.4%

Financial Services

12.5%
11.3%

Consumer Cyclical

8.6%
9.7%

Utilities

7.9%
2.1%

Energy

7.9%
3.3%

Healthcare

7.5%
9.0%

Real Estate

5.1%
2.3%

Consumer Defensive

4.7%
4.3%

Basic Materials

4.0%
1.9%

Communication Services

3.0%
9.8%

Technology

VIMAX
20.8%
VTSAX
37.0%

Industrials

VIMAX
17.7%
VTSAX
9.4%

Financial Services

VIMAX
12.5%
VTSAX
11.3%

Consumer Cyclical

VIMAX
8.6%
VTSAX
9.7%

Utilities

VIMAX
7.9%
VTSAX
2.1%

Energy

VIMAX
7.9%
VTSAX
3.3%

Healthcare

VIMAX
7.5%
VTSAX
9.0%

Real Estate

VIMAX
5.1%
VTSAX
2.3%

Consumer Defensive

VIMAX
4.7%
VTSAX
4.3%

Basic Materials

VIMAX
4.0%
VTSAX
1.9%

Communication Services

VIMAX
3.0%
VTSAX
9.8%

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Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard Total Stock Market Index Fund Admiral Shares

Often compared with VIMAX:
VIMAX vs. VSMAXVIMAX vs. VOVIMAX vs. FSMDXVIMAX vs. VOOVIMAX vs. SWMCXVIMAX vs. VEXAXVIMAX vs. SSSYX
Often compared with VTSAX:
VTSAX vs. VOOVTSAX vs. VTIAXVTSAX vs. SWTSXVTSAX vs. FSKAXVTSAX vs. VTIVTSAX vs. SPYVTSAX vs. VTWAX

Return for Risk

VIMAX vs. VTSAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VIMAX
VIMAX Risk / Return Rank: 3737
Overall Rank
VIMAX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
VIMAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
VIMAX Omega Ratio Rank: 3030
Omega Ratio Rank
VIMAX Calmar Ratio Rank: 4444
Calmar Ratio Rank
VIMAX Martin Ratio Rank: 4646
Martin Ratio Rank
VTSAX
VTSAX Risk / Return Rank: 6565
Overall Rank
VTSAX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
VTSAX Sortino Ratio Rank: 5757
Sortino Ratio Rank
VTSAX Omega Ratio Rank: 5858
Omega Ratio Rank
VTSAX Calmar Ratio Rank: 7070
Calmar Ratio Rank
VTSAX Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VIMAX vs. VTSAX - 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 Index Fund Admiral Shares (VTSAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VIMAXVTSAXDifference
Sharpe ratioReturn per unit of total volatility
1.54
2.14

-0.60

Sortino ratioReturn per unit of downside risk
2.18
2.90

-0.72

Omega ratioGain probability vs. loss probability

1.27

1.38

-0.12

Calmar ratioReturn relative to maximum drawdown

2.41

3.07

-0.66

Martin ratioReturn relative to average drawdown

9.08

13.77

-4.70

VIMAX vs. VTSAX - Sharpe Ratio Comparison

The current VIMAX Sharpe Ratio is 1.54, which is comparable to the VTSAX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of VIMAX and VTSAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

VIMAX vs. VTSAX - Drawdown Comparison

The maximum VIMAX drawdown since its inception was -58.88%, which is greater than VTSAX's maximum drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for VIMAX and VTSAX.

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Drawdown Indicators

VIMAXVTSAXDifference

Max Drawdown

Largest peak-to-trough decline

-58.88%

-55.33%

-3.55%

Max Drawdown (1Y)

Largest decline over 1 year

-8.13%

-8.92%

+0.79%

Max Drawdown (3Y)

Largest decline over 3 years

-18.93%

-19.36%

+0.43%

Max Drawdown (5Y)

Largest decline over 5 years

-27.55%

-25.36%

-2.19%

Max Drawdown (10Y)

Largest decline over 10 years

-39.30%

-34.97%

-4.33%

Current Drawdown

Current decline from peak

-0.84%

-1.13%

+0.29%

Average Drawdown

Average peak-to-trough decline

-8.10%

-8.99%

+0.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.16%

1.99%

+0.17%

Volatility

VIMAX vs. VTSAX - Volatility Comparison

The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 4.45%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.88%. This indicates that VIMAX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

VIMAXVTSAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.45%

4.88%

-0.43%

Volatility (6M)

Calculated over the trailing 6-month period

9.87%

10.11%

-0.24%

Volatility (1Y)

Calculated over the trailing 1-year period

12.77%

12.80%

-0.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.70%

17.45%

+0.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.95%

18.45%

+0.50%

VIMAX vs. VTSAX - Expense Ratio Comparison

VIMAX has a 0.05% expense ratio, which is higher than VTSAX's 0.04% 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

VIMAX vs. VTSAX - Dividend Comparison

VIMAX's dividend yield for the trailing twelve months is around 1.34%, more than VTSAX's 1.01% yield.

PositionTTM20252024202320222021202020192018201720162015
VIMAX
Vanguard Mid-Cap Index Fund Admiral Shares		1.34%1.51%1.48%1.50%1.59%1.11%1.44%1.47%1.82%1.35%1.45%1.47%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		1.01%1.11%1.26%1.42%1.65%1.20%1.41%1.76%2.03%1.71%1.92%1.98%

Frequently Asked Questions

VIMAX and VTSAX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VTSAX has higher volatility (4.88%) compared to VIMAX (4.45%). In terms of maximum drawdown, VIMAX dropped -58.88% vs VTSAX's -55.33%.

VTSAX currently has the higher Sharpe Ratio (2.14 vs 1.54), 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.

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