VIS vs. VINAX

As of year-to-date, both investments have demonstrated similar returns, with VIS at -3.66% and VINAX at -3.66%. Both investments have delivered pretty close results over the past 10 years, with VIS having a 10.38% annualized return and VINAX not far behind at 10.34%.

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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%.

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.

The current VIS Sharpe Ratio is 0.31, which is comparable to the VINAX Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of VIS and VINAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIS's dividend yield for the trailing twelve months is around 1.34%, which matches VINAX's 1.34% yield.

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. For additional features, visit the drawdowns tool.

Vanguard Industrials ETF (VIS) and Vanguard Industrials Index Fund Admiral Shares (VINAX) have volatilities of 14.04% and 14.03%, 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.