VITAX vs. VBIAX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VITAX vs. VBIAX - Performance Comparison
Loading graphics...
VITAX vs. VBIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | -2.43% | 13.61% | 14.58% | 17.54% | -16.90% | 14.21% | 16.40% | 21.78% | -2.86% | 13.89% |
Returns By Period
In the year-to-date period, VITAX achieves a -7.30% return, which is significantly lower than VBIAX's -2.43% return. Over the past 10 years, VITAX has outperformed VBIAX with an annualized return of 21.35%, while VBIAX has yielded a comparatively lower 8.97% annualized return.
VITAX
- 1D
- 4.32%
- 1M
- -4.86%
- YTD
- -7.30%
- 6M
- -7.06%
- 1Y
- 28.08%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
VBIAX
- 1D
- 1.84%
- 1M
- -3.62%
- YTD
- -2.43%
- 6M
- -0.89%
- 1Y
- 12.55%
- 3Y*
- 12.24%
- 5Y*
- 6.52%
- 10Y*
- 8.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VITAX vs. VBIAX - Expense Ratio Comparison
VITAX has a 0.10% expense ratio, which is higher than VBIAX's 0.07% 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%.
Return for Risk
VITAX vs. VBIAX — Risk / Return Rank
VITAX
VBIAX
VITAX vs. VBIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.
| VITAX | VBIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.14 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.70 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.71 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.48 | 8.03 | -2.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VITAX | VBIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.14 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.59 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.80 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.61 | -0.01 |
Correlation
The correlation between VITAX and VBIAX is 0.87, 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
VITAX vs. VBIAX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.44%, less than VBIAX's 5.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.74% | 6.00% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% |
Drawdowns
VITAX vs. VBIAX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VITAX and VBIAX.
Loading graphics...
Drawdown Indicators
| VITAX | VBIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -35.90% | -18.91% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -7.78% | -8.60% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -21.53% | -13.57% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -22.78% | -12.32% |
Current DrawdownCurrent decline from peak | -12.77% | -4.10% | -8.67% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -4.47% | -3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 1.66% | +3.64% |
Volatility
VITAX vs. VBIAX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 8.04% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 3.71%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VITAX | VBIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 3.71% | +4.33% |
Volatility (6M)Calculated over the trailing 6-month period | 16.41% | 6.20% | +10.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 11.39% | +16.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 11.05% | +14.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 11.18% | +13.54% |