VINAX vs. VGT
Compare and contrast key facts about Vanguard Industrials Index Fund Admiral Shares (VINAX) and Vanguard Information Technology ETF (VGT).
VINAX is managed by Vanguard. It was launched on May 8, 2006. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VINAX or VGT.
Correlation
The correlation between VINAX and VGT is 0.74, 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. VGT - Performance Comparison
Key characteristics
VINAX:
1.16
VGT:
1.20
VINAX:
1.74
VGT:
1.65
VINAX:
1.21
VGT:
1.22
VINAX:
1.95
VGT:
1.76
VINAX:
5.19
VGT:
6.12
VINAX:
3.29%
VGT:
4.39%
VINAX:
14.69%
VGT:
22.30%
VINAX:
-63.43%
VGT:
-54.63%
VINAX:
-5.12%
VGT:
-0.88%
Returns By Period
In the year-to-date period, VINAX achieves a 3.66% return, which is significantly higher than VGT's 3.17% return. Over the past 10 years, VINAX has underperformed VGT with an annualized return of 11.00%, while VGT has yielded a comparatively higher 20.64% annualized return.
VINAX
3.66%
-3.07%
7.91%
17.31%
12.42%
11.00%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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. VGT - Expense Ratio Comparison
Both VINAX and VGT have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VINAX vs. VGT — Risk-Adjusted Performance Rank
VINAX
VGT
VINAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials Index Fund Admiral Shares (VINAX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
VINAX's dividend yield for the trailing twelve months is around 1.18%, more than VGT's 0.58% 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% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
VINAX vs. VGT - Drawdown Comparison
The maximum VINAX drawdown since its inception was -63.43%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VINAX and VGT. For additional features, visit the drawdowns tool.
Volatility
VINAX vs. VGT - Volatility Comparison
The current volatility for Vanguard Industrials Index Fund Admiral Shares (VINAX) is 3.34%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that VINAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.