VINIX vs. VITSX
Compare and contrast key facts about Vanguard Institutional Index Fund Institutional Shares (VINIX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX).
VINIX is managed by Vanguard. It was launched on Jul 31, 1990. VITSX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VINIX or VITSX.
Performance
VINIX vs. VITSX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VINIX having a 25.53% return and VITSX slightly lower at 24.74%. Both investments have delivered pretty close results over the past 10 years, with VINIX having a 13.15% annualized return and VITSX not far behind at 12.64%.
VINIX
25.53%
1.18%
12.21%
32.16%
15.57%
13.15%
VITSX
24.74%
1.75%
12.49%
32.62%
14.95%
12.64%
Key characteristics
| VINIX | VITSX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 2.57 |
| Sortino Ratio | 3.49 | 3.44 |
| Omega Ratio | 1.48 | 1.47 |
| Calmar Ratio | 3.77 | 3.77 |
| Martin Ratio | 16.97 | 16.39 |
| Ulcer Index | 1.88% | 1.97% |
| Daily Std Dev | 12.24% | 12.55% |
| Max Drawdown | -55.19% | -55.31% |
| Current Drawdown | -1.35% | -1.51% |
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VINIX vs. VITSX - Expense Ratio Comparison
VINIX has a 0.04% expense ratio, which is higher than VITSX's 0.03% 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%.
Correlation
The correlation between VINIX and VITSX is 0.99, 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.
Risk-Adjusted Performance
VINIX vs. VITSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Index Fund Institutional Shares (VINIX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX). 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
VINIX vs. VITSX - Dividend Comparison
VINIX's dividend yield for the trailing twelve months is around 1.26%, less than VITSX's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.26% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% | 1.85% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.28% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% | 1.75% |
Drawdowns
VINIX vs. VITSX - Drawdown Comparison
The maximum VINIX drawdown since its inception was -55.19%, roughly equal to the maximum VITSX drawdown of -55.31%. Use the drawdown chart below to compare losses from any high point for VINIX and VITSX. For additional features, visit the drawdowns tool.
Volatility
VINIX vs. VITSX - Volatility Comparison
Vanguard Institutional Index Fund Institutional Shares (VINIX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) have volatilities of 4.06% and 4.26%, 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.