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VINIX vs. VITSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VINIX vs. VITSX

Last updated Jun 21, 2026

VINIX (Vanguard Institutional Index Fund Institutional Shares) and VITSX (Vanguard Total Stock Market Index Fund Institutional Shares) are both mutual funds - VINIX is a S&P 500 fund tracking the S&P 500 Index, while VITSX is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Both are passively managed. Over the past 10 years, VINIX returned 15.64%/yr vs 15.07%/yr for VITSX. With a 0.99 correlation, they move nearly in lockstep. VINIX charges 0.04%/yr vs 0.03%/yr for VITSX.

Performance

VINIX vs. VITSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Institutional Index Fund Institutional Shares (VINIX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VINIX achieves a 10.18% return, which is significantly lower than VITSX's 10.72% return. Both investments have delivered pretty close results over the past 10 years, with VINIX having a 15.64% annualized return and VITSX not far behind at 15.07%.

VINIX

1D
1.09%
1M
0.85%
YTD
10.18%
6M
10.39%
1Y
27.16%
3Y*
21.37%
5Y*
14.22%
10Y*
15.64%

VITSX

1D
1.14%
1M
1.36%
YTD
10.72%
6M
10.71%
1Y
27.57%
3Y*
20.68%
5Y*
12.88%
10Y*
15.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VINIX vs. VITSX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VINIX
Vanguard Institutional Index Fund Institutional Shares		10.18%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		10.72%17.14%23.25%26.51%-19.51%25.74%20.99%30.80%-5.18%21.16%

Correlation

The correlation between VINIX and VITSX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

1.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.99

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (10Y)
Calculated over the trailing 10-year period

0.99

Correlation (All Time)
Calculated using the full available price history since Jul 7, 1997

0.99

The correlation between VINIX and VITSX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.

VINIX vs. VITSX - Sectors Allocation Comparison

Sectors
VINIX
VITSX

Technology

35.7%
37.0%

Financial Services

11.6%
11.3%

Communication Services

11.3%
9.8%

Consumer Cyclical

10.2%
9.7%

Healthcare

8.5%
9.0%

Industrials

8.3%
9.4%

Consumer Defensive

4.9%
4.3%

Energy

3.5%
3.3%

Utilities

2.4%
2.1%

Real Estate

1.9%
2.3%

Basic Materials

1.8%
1.9%

Technology

VINIX
35.7%
VITSX
37.0%

Financial Services

VINIX
11.6%
VITSX
11.3%

Communication Services

VINIX
11.3%
VITSX
9.8%

Consumer Cyclical

VINIX
10.2%
VITSX
9.7%

Healthcare

VINIX
8.5%
VITSX
9.0%

Industrials

VINIX
8.3%
VITSX
9.4%

Consumer Defensive

VINIX
4.9%
VITSX
4.3%

Energy

VINIX
3.5%
VITSX
3.3%

Utilities

VINIX
2.4%
VITSX
2.1%

Real Estate

VINIX
1.9%
VITSX
2.3%

Basic Materials

VINIX
1.8%
VITSX
1.9%

Compare stocks, funds, or ETFs

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Vanguard Institutional Index Fund Institutional Shares

Vanguard Total Stock Market Index Fund Institutional Shares

Often compared with VINIX:
VINIX vs. VOOVINIX vs. VIGIXVINIX vs. JLGMXVINIX vs. VTIVINIX vs. VSIAXVINIX vs. VSCIXVINIX vs. TBCIX
Often compared with VITSX:
VITSX vs. VTSAXVITSX vs. VTIVITSX vs. SWPPXVITSX vs. VTIAXVITSX vs. VOOVITSX vs. TRLGXVITSX vs. VTMNX

Return for Risk

VINIX vs. VITSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VINIX
VINIX Risk / Return Rank: 7171
Overall Rank
VINIX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VINIX Sortino Ratio Rank: 6363
Sortino Ratio Rank
VINIX Omega Ratio Rank: 6565
Omega Ratio Rank
VINIX Calmar Ratio Rank: 7373
Calmar Ratio Rank
VINIX Martin Ratio Rank: 8282
Martin Ratio Rank
VITSX
VITSX Risk / Return Rank: 7070
Overall Rank
VITSX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VITSX Sortino Ratio Rank: 6262
Sortino Ratio Rank
VITSX Omega Ratio Rank: 6262
Omega Ratio Rank
VITSX Calmar Ratio Rank: 7474
Calmar Ratio Rank
VITSX Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VINIXVITSXDifference
Sharpe ratioReturn per unit of total volatility
2.17
2.14

+0.02

Sortino ratioReturn per unit of downside risk
2.93
2.90

+0.03

Omega ratioGain probability vs. loss probability

1.39

1.38

+0.01

Calmar ratioReturn relative to maximum drawdown

3.04

3.07

-0.04

Martin ratioReturn relative to average drawdown

13.73

13.78

-0.05

VINIX vs. VITSX - Sharpe Ratio Comparison

The current VINIX Sharpe Ratio is 2.17, which is comparable to the VITSX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of VINIX and VITSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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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.

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Drawdown Indicators

VINIXVITSXDifference

Max Drawdown

Largest peak-to-trough decline

-55.19%

-55.30%

+0.11%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

-8.92%

+0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-18.75%

-19.36%

+0.61%

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 Drawdown

Current decline from peak

-1.36%

-1.13%

-0.23%

Average Drawdown

Average peak-to-trough decline

-8.52%

-10.05%

+1.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

1.99%

-0.03%

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 4.77% and 4.88%, 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.

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Volatility by Period

VINIXVITSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

4.88%

-0.11%

Volatility (6M)

Calculated over the trailing 6-month period

9.91%

10.11%

-0.20%

Volatility (1Y)

Calculated over the trailing 1-year period

12.47%

12.80%

-0.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.99%

17.46%

-0.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.10%

18.45%

-0.35%

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%.

Dividends

VINIX vs. VITSX - Dividend Comparison

VINIX's dividend yield for the trailing twelve months is around 2.43%, more than VITSX's 1.02% yield.

PositionTTM20252024202320222021202020192018201720162015
VINIX
Vanguard Institutional Index Fund Institutional Shares		2.43%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		1.02%1.12%1.27%1.43%1.66%1.21%1.42%1.77%2.04%1.71%1.93%1.99%

Frequently Asked Questions

With a correlation of 1.00, VINIX and VITSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VITSX has higher volatility (4.88%) compared to VINIX (4.77%). In terms of maximum drawdown, VINIX dropped -55.19% vs VITSX's -55.30%.

VINIX currently has the higher Sharpe Ratio (2.17 vs 2.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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