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.
Performance
VIS vs. VINAX - Performance Comparison
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VIS vs. VINAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIS Vanguard Industrials ETF | 6.64% | 18.57% | 16.85% | 22.50% | -8.57% | 20.80% | 12.34% | 30.09% | -14.01% | 21.47% |
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.45% | 18.53% | 16.95% | 22.38% | -8.51% | 20.66% | 12.25% | 30.16% | -13.93% | 21.50% |
Returns By Period
In the year-to-date period, VIS achieves a 6.64% return, which is significantly higher than VINAX's 1.45% return. Both investments have delivered pretty close results over the past 10 years, with VIS having a 13.35% annualized return and VINAX not far behind at 12.78%.
VIS
- 1D
- 1.66%
- 1M
- -7.79%
- YTD
- 6.64%
- 6M
- 7.84%
- 1Y
- 28.69%
- 3Y*
- 20.03%
- 5Y*
- 12.21%
- 10Y*
- 13.35%
VINAX
- 1D
- -1.73%
- 1M
- -11.42%
- YTD
- 1.45%
- 6M
- 2.48%
- 1Y
- 23.31%
- 3Y*
- 18.02%
- 5Y*
- 11.25%
- 10Y*
- 12.78%
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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%.
Return for Risk
VIS vs. VINAX — Risk / Return Rank
VIS
VINAX
VIS vs. VINAX - Risk-Adjusted Trends 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.
| VIS | VINAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.19 | +0.22 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.73 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.24 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.68 | +0.66 |
Martin ratioReturn relative to average drawdown | 9.13 | 6.77 | +2.36 |
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
| VIS | VINAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.19 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.62 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.63 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.49 | +0.01 |
Correlation
The correlation between VIS and VINAX 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
VIS vs. VINAX - Dividend Comparison
VIS's dividend yield for the trailing twelve months is around 0.96%, less than VINAX's 1.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIS Vanguard Industrials ETF | 0.96% | 1.01% | 1.23% | 1.36% | 1.52% | 1.11% | 1.38% | 1.68% | 1.90% | 1.60% | 1.81% | 1.94% |
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.01% | 1.01% | 1.23% | 1.36% | 1.51% | 1.06% | 1.39% | 1.68% | 1.90% | 1.60% | 1.82% | 1.94% |
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.
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Drawdown Indicators
| VIS | VINAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.51% | -63.43% | -0.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.63% | -12.65% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -23.07% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -42.42% | -42.45% | +0.03% |
Current DrawdownCurrent decline from peak | -7.79% | -12.25% | +4.46% |
Average DrawdownAverage peak-to-trough decline | -8.42% | -8.40% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.14% | +0.10% |
Volatility
VIS vs. VINAX - Volatility Comparison
Vanguard Industrials ETF (VIS) has a higher volatility of 7.14% compared to Vanguard Industrials Index Fund Admiral Shares (VINAX) at 5.99%. This indicates that VIS's price experiences larger fluctuations and is considered to be riskier than VINAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIS | VINAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 5.99% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 12.19% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.53% | 20.25% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.19% | 18.13% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.33% | 20.33% | 0.00% |