VINAX vs. VIS

The year-to-date returns for both investments are quite close, with VINAX having a 7.31% return and VIS slightly higher at 7.39%. Both investments have delivered pretty close results over the past 10 years, with VINAX having a 11.40% annualized return and VIS not far ahead at 11.45%.

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Both VINAX and VIS 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials Index Fund Admiral Shares (VINAX) and Vanguard Industrials ETF (VIS). 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.

The current VINAX Sharpe Ratio is 0.67, which is comparable to the VIS Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of VINAX and VIS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VINAX's dividend yield for the trailing twelve months is around 1.20%, which matches VIS's 1.20% yield.

The maximum VINAX drawdown since its inception was -63.43%, roughly equal to the maximum VIS drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for VINAX and VIS. For additional features, visit the drawdowns tool.

Vanguard Industrials Index Fund Admiral Shares (VINAX) and Vanguard Industrials ETF (VIS) have volatilities of 5.50% and 5.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.