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.
Performance
VINIX vs. VITSX - Performance Comparison
Loading graphics...
VINIX vs. VITSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | -4.35% | 17.85% | 26.28% | 25.77% | -18.15% | 28.67% | 18.40% | 31.46% | -4.42% | 21.79% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | -3.97% | 17.14% | 23.25% | 26.51% | -19.51% | 25.74% | 20.99% | 30.80% | -5.18% | 21.16% |
Returns By Period
In the year-to-date period, VINIX achieves a -4.35% return, which is significantly lower than VITSX's -3.97% return. Both investments have delivered pretty close results over the past 10 years, with VINIX having a 14.13% annualized return and VITSX not far behind at 13.61%.
VINIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.15%
- 1Y
- 17.32%
- 3Y*
- 18.69%
- 5Y*
- 11.91%
- 10Y*
- 14.13%
VITSX
- 1D
- 2.98%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.85%
- 5Y*
- 10.49%
- 10Y*
- 13.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
Return for Risk
VINIX vs. VITSX — Risk / Return Rank
VINIX
VITSX
VINIX vs. VITSX - Risk-Adjusted Trends 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.
| VINIX | VITSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.98 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.50 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.51 | +0.01 |
Martin ratioReturn relative to average drawdown | 7.30 | 7.24 | +0.06 |
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
| VINIX | VITSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.98 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.61 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.46 | +0.13 |
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.
Dividends
VINIX vs. VITSX - Dividend Comparison
VINIX's dividend yield for the trailing twelve months is around 2.80%, more than VITSX's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.80% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.17% | 1.12% | 1.27% | 1.43% | 1.66% | 1.21% | 1.42% | 1.77% | 2.04% | 1.71% | 1.93% | 1.99% |
Drawdowns
VINIX vs. VITSX - Drawdown Comparison
The maximum VINIX drawdown since its inception was -55.19%, roughly equal to the maximum VITSX drawdown of -55.30%. Use the drawdown chart below to compare losses from any high point for VINIX and VITSX.
Loading graphics...
Drawdown Indicators
| VINIX | VITSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.19% | -55.30% | +0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.41% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -25.36% | +0.85% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -34.97% | +1.18% |
Current DrawdownCurrent decline from peak | -6.24% | -6.21% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -10.12% | +1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.59% | -0.07% |
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 5.35% and 5.49%, 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.
Loading graphics...
Volatility by Period
| VINIX | VITSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.49% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.79% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 18.61% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 17.37% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 18.40% | -0.36% |