VITAX vs. VFIAX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
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. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VITAX vs. VFIAX - Performance Comparison
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VITAX vs. VFIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
VFIAX Vanguard 500 Index Fund Admiral Shares | -7.06% | 17.83% | 24.97% | 26.24% | -18.16% | 28.65% | 18.32% | 31.46% | -4.45% | 21.78% |
Returns By Period
In the year-to-date period, VITAX achieves a -11.14% return, which is significantly lower than VFIAX's -7.06% return. Over the past 10 years, VITAX has outperformed VFIAX with an annualized return of 20.84%, while VFIAX has yielded a comparatively lower 13.71% annualized return.
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
VFIAX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.06%
- 6M
- -4.61%
- 1Y
- 14.41%
- 3Y*
- 17.14%
- 5Y*
- 11.37%
- 10Y*
- 13.71%
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VITAX vs. VFIAX - Expense Ratio Comparison
VITAX has a 0.10% expense ratio, which is higher than VFIAX's 0.04% 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. VFIAX — Risk / Return Rank
VITAX
VFIAX
VITAX vs. VFIAX - 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 500 Index Fund Admiral Shares (VFIAX). 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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.84 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.30 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.06 | +0.20 |
Martin ratioReturn relative to average drawdown | 3.92 | 5.13 | -1.20 |
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
| VITAX | VFIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.84 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.68 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.76 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.43 | +0.16 |
Correlation
The correlation between VITAX and VFIAX is 0.89, 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. VFIAX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.46%, less than VFIAX's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.22% | 1.12% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% |
Drawdowns
VITAX vs. VFIAX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VITAX and VFIAX.
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Drawdown Indicators
| VITAX | VFIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -55.20% | +0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -12.12% | -4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -24.53% | -10.57% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -33.83% | -1.27% |
Current DrawdownCurrent decline from peak | -16.38% | -8.90% | -7.48% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -9.46% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 2.49% | +2.75% |
Volatility
VITAX vs. VFIAX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 6.70% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.24%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | VFIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 4.24% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 9.08% | +6.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.38% | 18.13% | +9.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.22% | 16.86% | +8.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.69% | 18.03% | +6.66% |