VITAX vs. VFTAX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX).
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. VFTAX is managed by Vanguard. It was launched on Feb 7, 2019.
Performance
VITAX vs. VFTAX - Performance Comparison
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VITAX vs. VFTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 34.97% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | -7.52% | 17.25% | 25.97% | 31.78% | -24.22% | 27.70% | 22.63% | 23.59% |
Returns By Period
The year-to-date returns for both stocks are quite close, with VITAX having a -7.30% return and VFTAX slightly lower at -7.52%.
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%
VFTAX
- 1D
- 3.30%
- 1M
- -5.55%
- YTD
- -7.52%
- 6M
- -5.72%
- 1Y
- 15.05%
- 3Y*
- 17.90%
- 5Y*
- 10.43%
- 10Y*
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VITAX vs. VFTAX - Expense Ratio Comparison
VITAX has a 0.10% expense ratio, which is lower than VFTAX's 0.14% expense ratio. Despite the difference, 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. VFTAX — Risk / Return Rank
VITAX
VFTAX
VITAX vs. VFTAX - 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 FTSE Social Index Fund Admiral Shares (VFTAX). 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 | VFTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.80 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.28 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.32 | +0.45 |
Martin ratioReturn relative to average drawdown | 5.48 | 5.15 | +0.33 |
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 | VFTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.80 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.57 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.70 | -0.10 |
Correlation
The correlation between VITAX and VFTAX is 0.94, 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. VFTAX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.44%, less than VFTAX's 0.96% 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% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.96% | 0.85% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VITAX vs. VFTAX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, which is greater than VFTAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for VITAX and VFTAX.
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Drawdown Indicators
| VITAX | VFTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -34.20% | -20.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -12.15% | -4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -29.12% | -5.98% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | — | — |
Current DrawdownCurrent decline from peak | -12.77% | -8.93% | -3.84% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -6.39% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 3.12% | +2.18% |
Volatility
VITAX vs. VFTAX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 8.04% compared to Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) at 5.93%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than VFTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | VFTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 5.93% | +2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 16.41% | 10.54% | +5.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 19.55% | +8.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 18.35% | +6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 20.92% | +3.80% |