VINIX vs. VWUAX
Compare and contrast key facts about Vanguard Institutional Index Fund Institutional Shares (VINIX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
VINIX is managed by Vanguard. It was launched on Jul 31, 1990. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Performance
VINIX vs. VWUAX - Performance Comparison
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VINIX vs. VWUAX - 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% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | -11.80% | 15.49% | 31.79% | 45.32% | -39.58% | 2.43% | 58.80% | 48.42% | 0.77% | 31.26% |
Returns By Period
In the year-to-date period, VINIX achieves a -4.35% return, which is significantly higher than VWUAX's -11.80% return. Both investments have delivered pretty close results over the past 10 years, with VINIX having a 14.13% annualized return and VWUAX not far ahead at 14.40%.
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%
VWUAX
- 1D
- 3.81%
- 1M
- -5.57%
- YTD
- -11.80%
- 6M
- -12.33%
- 1Y
- 12.43%
- 3Y*
- 18.98%
- 5Y*
- 3.70%
- 10Y*
- 14.40%
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VINIX vs. VWUAX - Expense Ratio Comparison
VINIX has a 0.04% expense ratio, which is lower than VWUAX's 0.28% expense ratio.
Return for Risk
VINIX vs. VWUAX — Risk / Return Rank
VINIX
VWUAX
VINIX vs. VWUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Index Fund Institutional Shares (VINIX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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 | VWUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.57 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.98 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.68 | +0.84 |
Martin ratioReturn relative to average drawdown | 7.30 | 2.22 | +5.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VINIX | VWUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.57 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.15 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.61 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.38 | +0.21 |
Correlation
The correlation between VINIX and VWUAX is 0.92, 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. VWUAX - Dividend Comparison
VINIX's dividend yield for the trailing twelve months is around 2.80%, less than VWUAX's 10.77% 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% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 10.77% | 9.50% | 4.70% | 0.37% | 0.49% | 3.60% | 4.00% | 13.28% | 9.80% | 4.63% | 1.67% | 9.10% |
Drawdowns
VINIX vs. VWUAX - Drawdown Comparison
The maximum VINIX drawdown since its inception was -55.19%, which is greater than VWUAX's maximum drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for VINIX and VWUAX.
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Drawdown Indicators
| VINIX | VWUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.19% | -50.37% | -4.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -19.12% | +7.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -50.17% | +25.66% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -50.17% | +16.38% |
Current DrawdownCurrent decline from peak | -6.24% | -16.04% | +9.80% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -12.87% | +4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 5.90% | -3.38% |
Volatility
VINIX vs. VWUAX - Volatility Comparison
The current volatility for Vanguard Institutional Index Fund Institutional Shares (VINIX) is 5.35%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 7.12%. This indicates that VINIX experiences smaller price fluctuations and is considered to be less risky than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VINIX | VWUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 7.12% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 13.36% | -3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 23.65% | -5.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 25.05% | -8.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 23.67% | -5.63% |