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VITAX vs. VCSAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VITAX vs. VCSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX). The values are adjusted to include any dividend payments, if applicable.

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VITAX vs. VCSAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VCSAX
Vanguard Consumer Staples Index Fund Admiral Shares
6.93%2.11%13.29%2.38%-1.75%18.56%10.90%26.08%-7.72%11.79%

Returns By Period

In the year-to-date period, VITAX achieves a -7.30% return, which is significantly lower than VCSAX's 6.93% return. Over the past 10 years, VITAX has outperformed VCSAX with an annualized return of 21.35%, while VCSAX has yielded a comparatively lower 7.81% 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%

VCSAX

1D
0.19%
1M
-6.27%
YTD
6.93%
6M
6.42%
1Y
4.52%
3Y*
7.65%
5Y*
7.53%
10Y*
7.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VITAX vs. VCSAX - Expense Ratio Comparison

Both VITAX and VCSAX 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

VITAX vs. VCSAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VITAX
VITAX Risk / Return Rank: 6161
Overall Rank
VITAX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
VITAX Sortino Ratio Rank: 6363
Sortino Ratio Rank
VITAX Omega Ratio Rank: 5757
Omega Ratio Rank
VITAX Calmar Ratio Rank: 7474
Calmar Ratio Rank
VITAX Martin Ratio Rank: 5656
Martin Ratio Rank

VCSAX
VCSAX Risk / Return Rank: 1515
Overall Rank
VCSAX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
VCSAX Sortino Ratio Rank: 1212
Sortino Ratio Rank
VCSAX Omega Ratio Rank: 1111
Omega Ratio Rank
VCSAX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VCSAX Martin Ratio Rank: 1616
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VITAX vs. VCSAX - 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 Consumer Staples Index Fund Admiral Shares (VCSAX). 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.


VITAXVCSAXDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.36

+0.70

Sortino ratio

Return per unit of downside risk

1.64

0.62

+1.02

Omega ratio

Gain probability vs. loss probability

1.23

1.08

+0.15

Calmar ratio

Return relative to maximum drawdown

1.77

0.70

+1.07

Martin ratio

Return relative to average drawdown

5.48

1.74

+3.75

VITAX vs. VCSAX - Sharpe Ratio Comparison

The current VITAX Sharpe Ratio is 1.06, which is higher than the VCSAX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of VITAX and VCSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VITAXVCSAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.36

+0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.58

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

0.54

+0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.66

-0.07

Correlation

The correlation between VITAX and VCSAX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

VITAX vs. VCSAX - Dividend Comparison

VITAX's dividend yield for the trailing twelve months is around 0.44%, less than VCSAX's 2.15% yield.


TTM20252024202320222021202020192018201720162015
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%
VCSAX
Vanguard Consumer Staples Index Fund Admiral Shares
2.15%2.26%2.33%2.65%2.37%2.99%2.50%2.44%2.78%2.52%2.40%2.56%

Drawdowns

VITAX vs. VCSAX - Drawdown Comparison

The maximum VITAX drawdown since its inception was -54.81%, which is greater than VCSAX's maximum drawdown of -34.34%. Use the drawdown chart below to compare losses from any high point for VITAX and VCSAX.


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Drawdown Indicators


VITAXVCSAXDifference

Max Drawdown

Largest peak-to-trough decline

-54.81%

-34.34%

-20.47%

Max Drawdown (1Y)

Largest decline over 1 year

-16.38%

-9.28%

-7.10%

Max Drawdown (5Y)

Largest decline over 5 years

-35.10%

-16.56%

-18.54%

Max Drawdown (10Y)

Largest decline over 10 years

-35.10%

-25.08%

-10.02%

Current Drawdown

Current decline from peak

-12.77%

-7.55%

-5.22%

Average Drawdown

Average peak-to-trough decline

-8.06%

-3.72%

-4.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.30%

3.75%

+1.55%

Volatility

VITAX vs. VCSAX - Volatility Comparison

Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 8.04% compared to Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) at 3.89%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than VCSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VITAXVCSAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.04%

3.89%

+4.15%

Volatility (6M)

Calculated over the trailing 6-month period

16.41%

8.98%

+7.43%

Volatility (1Y)

Calculated over the trailing 1-year period

27.65%

13.72%

+13.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.29%

13.00%

+12.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.72%

14.59%

+10.13%