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:
1.16
SPY:
1.88
VINAX:
1.74
SPY:
2.53
VINAX:
1.21
SPY:
1.35
VINAX:
1.95
SPY:
2.83
VINAX:
5.19
SPY:
11.74
VINAX:
3.29%
SPY:
2.02%
VINAX:
14.69%
SPY:
12.64%
VINAX:
-63.43%
SPY:
-55.19%
VINAX:
-5.12%
SPY:
-0.42%
Returns By Period
In the year-to-date period, VINAX achieves a 3.66% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, VINAX has underperformed SPY with an annualized return of 11.00%, while SPY has yielded a comparatively higher 13.18% annualized return.
VINAX
3.66%
-3.07%
7.91%
17.31%
12.42%
11.00%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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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 1.18%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.18% | 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 | 1.16% | 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
Vanguard Industrials Index Fund Admiral Shares (VINAX) has a higher volatility of 3.34% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that VINAX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.