VIS vs. VINAX
Compare and contrast key facts about Vanguard Industrials ETF (VIS) and Vanguard Industrials Index Fund Admiral Shares (VINAX).
VIS is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Industrials 25/50 Index. It was launched on Sep 23, 2004. VINAX is managed by Vanguard. It was launched on May 8, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIS or VINAX.
Performance
VIS vs. VINAX - Performance Comparison
Loading data...
Key characteristics
VIS:
1.09
VINAX:
1.09
VIS:
1.66
VINAX:
1.65
VIS:
1.23
VINAX:
1.23
VIS:
1.09
VINAX:
1.11
VIS:
3.61
VINAX:
3.70
VIS:
6.28%
VINAX:
6.15%
VIS:
20.91%
VINAX:
20.97%
VIS:
-63.51%
VINAX:
-63.43%
VIS:
-0.43%
VINAX:
-0.43%
Returns By Period
The year-to-date returns for both stocks are quite close, with VIS having a 11.97% return and VINAX slightly lower at 11.94%. Both investments have delivered pretty close results over the past 10 years, with VIS having a 12.35% annualized return and VINAX not far ahead at 12.36%.
VIS
- YTD
- 11.97%
- 1M
- 3.46%
- 6M
- 10.79%
- 1Y
- 22.60%
- 3Y*
- 21.34%
- 5Y*
- 18.53%
- 10Y*
- 12.35%
VINAX
- YTD
- 11.94%
- 1M
- 3.46%
- 6M
- 10.89%
- 1Y
- 22.75%
- 3Y*
- 21.35%
- 5Y*
- 18.55%
- 10Y*
- 12.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIS vs. VINAX - Expense Ratio Comparison
Both VIS and VINAX 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%.
Risk-Adjusted Performance
VIS vs. VINAX — Risk-Adjusted Performance Rank
VIS
VINAX
VIS vs. VINAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials ETF (VIS) and Vanguard Industrials Index Fund Admiral Shares (VINAX). 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.
Loading data...
Correlation
The correlation between VIS and VINAX is 0.88, 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
VIS vs. VINAX - Dividend Comparison
VIS's dividend yield for the trailing twelve months is around 1.13%, which matches VINAX's 1.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIS Vanguard Industrials ETF | 1.13% | 1.23% | 1.36% | 1.52% | 1.11% | 1.38% | 1.69% | 1.91% | 1.60% | 1.81% | 1.94% | 1.57% |
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.13% | 1.23% | 1.36% | 1.51% | 1.11% | 1.39% | 1.68% | 1.91% | 1.60% | 1.82% | 1.94% | 1.57% |
Drawdowns
VIS vs. VINAX - Drawdown Comparison
The maximum VIS drawdown since its inception was -63.51%, roughly equal to the maximum VINAX drawdown of -63.43%. Use the drawdown chart below to compare losses from any high point for VIS and VINAX.
Loading data...
Volatility
VIS vs. VINAX - Volatility Comparison
Vanguard Industrials ETF (VIS) and Vanguard Industrials Index Fund Admiral Shares (VINAX) have volatilities of 3.13% and 3.21%, 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 data...