VINAX vs. SPY
Compare and contrast key facts about Vanguard Industrials Index Fund Admiral Shares (VINAX) and SPDR S&P 500 ETF (SPY).
VINAX is managed by Vanguard. It was launched on May 8, 2006. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VINAX or SPY.
Correlation
The correlation between VINAX and SPY is 0.88, 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
VINAX vs. SPY - Performance Comparison
Key characteristics
VINAX:
0.21
SPY:
0.51
VINAX:
0.45
SPY:
0.86
VINAX:
1.06
SPY:
1.13
VINAX:
0.21
SPY:
0.55
VINAX:
0.73
SPY:
2.26
VINAX:
5.92%
SPY:
4.55%
VINAX:
20.65%
SPY:
20.08%
VINAX:
-63.43%
SPY:
-55.19%
VINAX:
-11.88%
SPY:
-9.89%
Returns By Period
In the year-to-date period, VINAX achieves a -3.72% return, which is significantly higher than SPY's -5.76% return. Over the past 10 years, VINAX has underperformed SPY with an annualized return of 10.30%, while SPY has yielded a comparatively higher 11.99% annualized return.
VINAX
-3.72%
-3.42%
-5.40%
4.75%
17.93%
10.30%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VINAX vs. SPY - Expense Ratio Comparison
VINAX has a 0.10% expense ratio, which is higher than SPY's 0.09% 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%.
Risk-Adjusted Performance
VINAX vs. SPY — Risk-Adjusted Performance Rank
VINAX
SPY
VINAX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials Index Fund Admiral Shares (VINAX) and SPDR S&P 500 ETF (SPY). 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
VINAX vs. SPY - Dividend Comparison
VINAX's dividend yield for the trailing twelve months is around 1.34%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.34% | 1.23% | 1.36% | 1.51% | 1.11% | 1.39% | 1.68% | 1.91% | 1.60% | 1.82% | 1.94% | 1.57% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VINAX vs. SPY - Drawdown Comparison
The maximum VINAX drawdown since its inception was -63.43%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VINAX and SPY. For additional features, visit the drawdowns tool.
Volatility
VINAX vs. SPY - Volatility Comparison
The current volatility for Vanguard Industrials Index Fund Admiral Shares (VINAX) is 14.02%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that VINAX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.