VINAX vs. VUIAX
Compare and contrast key facts about Vanguard Industrials Index Fund Admiral Shares (VINAX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX).
VINAX is managed by Vanguard. It was launched on May 8, 2006. VUIAX is managed by Vanguard. It was launched on Apr 28, 2004.
Performance
VINAX vs. VUIAX - Performance Comparison
Loading graphics...
VINAX vs. VUIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VINAX Vanguard Industrials Index Fund Admiral Shares | 4.95% | 18.53% | 16.95% | 22.38% | -8.51% | 20.66% | 12.25% | 30.16% | -13.93% | 21.50% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 7.79% | 16.39% | 23.03% | -7.49% | 1.13% | 17.16% | -0.90% | 24.97% | 4.45% | 12.49% |
Returns By Period
In the year-to-date period, VINAX achieves a 4.95% return, which is significantly lower than VUIAX's 7.79% return. Over the past 10 years, VINAX has outperformed VUIAX with an annualized return of 13.17%, while VUIAX has yielded a comparatively lower 9.59% annualized return.
VINAX
- 1D
- 3.45%
- 1M
- -9.22%
- YTD
- 4.95%
- 6M
- 6.11%
- 1Y
- 26.70%
- 3Y*
- 19.37%
- 5Y*
- 11.84%
- 10Y*
- 13.17%
VUIAX
- 1D
- -0.04%
- 1M
- -2.50%
- YTD
- 7.79%
- 6M
- 5.16%
- 1Y
- 18.84%
- 3Y*
- 13.78%
- 5Y*
- 10.44%
- 10Y*
- 9.59%
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. VUIAX - Expense Ratio Comparison
Both VINAX and VUIAX 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%.
Return for Risk
VINAX vs. VUIAX — Risk / Return Rank
VINAX
VUIAX
VINAX vs. VUIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials Index Fund Admiral Shares (VINAX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX). 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.
| VINAX | VUIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.24 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.69 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.31 | -0.08 |
Martin ratioReturn relative to average drawdown | 8.81 | 5.49 | +3.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VINAX | VUIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.24 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.62 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.50 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.54 | -0.04 |
Correlation
The correlation between VINAX and VUIAX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VINAX vs. VUIAX - Dividend Comparison
VINAX's dividend yield for the trailing twelve months is around 0.97%, less than VUIAX's 2.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINAX Vanguard Industrials Index Fund Admiral Shares | 0.97% | 1.01% | 1.23% | 1.36% | 1.51% | 1.06% | 1.39% | 1.68% | 1.90% | 1.60% | 1.82% | 1.94% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.57% | 2.73% | 3.01% | 3.49% | 2.98% | 2.56% | 3.17% | 2.82% | 3.23% | 3.18% | 3.19% | 3.64% |
Drawdowns
VINAX vs. VUIAX - Drawdown Comparison
The maximum VINAX drawdown since its inception was -63.43%, which is greater than VUIAX's maximum drawdown of -46.29%. Use the drawdown chart below to compare losses from any high point for VINAX and VUIAX.
Loading graphics...
Drawdown Indicators
| VINAX | VUIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.43% | -46.29% | -17.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -8.87% | -3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -23.07% | -25.18% | +2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -42.45% | -36.21% | -6.24% |
Current DrawdownCurrent decline from peak | -9.22% | -3.15% | -6.07% |
Average DrawdownAverage peak-to-trough decline | -8.40% | -7.80% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 3.72% | -0.52% |
Volatility
VINAX vs. VUIAX - Volatility Comparison
Vanguard Industrials Index Fund Admiral Shares (VINAX) has a higher volatility of 7.05% compared to Vanguard Utilities Index Fund Admiral Shares (VUIAX) at 5.04%. This indicates that VINAX's price experiences larger fluctuations and is considered to be riskier than VUIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VINAX | VUIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.05% | 5.04% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 10.22% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.48% | 15.59% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 16.96% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 19.13% | +1.23% |