VITAX vs. VTWAX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX).
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. VTWAX is managed by Vanguard. It was launched on Feb 7, 2019.
Performance
VITAX vs. VTWAX - Performance Comparison
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VITAX vs. VTWAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 34.97% |
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | -4.69% | 22.43% | 16.43% | 21.85% | -18.02% | 18.17% | 16.67% | 17.53% |
Returns By Period
In the year-to-date period, VITAX achieves a -11.14% return, which is significantly lower than VTWAX's -4.69% 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%
VTWAX
- 1D
- -0.36%
- 1M
- -9.09%
- YTD
- -4.69%
- 6M
- -1.73%
- 1Y
- 17.91%
- 3Y*
- 15.64%
- 5Y*
- 8.82%
- 10Y*
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VITAX vs. VTWAX - Expense Ratio Comparison
Both VITAX and VTWAX 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. VTWAX — Risk / Return Rank
VITAX
VTWAX
VITAX vs. VTWAX - 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 Total World Stock Index Fund Admiral Shares (VTWAX). 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 | VTWAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.09 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.60 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.36 | -0.10 |
Martin ratioReturn relative to average drawdown | 3.92 | 6.38 | -2.46 |
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 | VTWAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.09 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.57 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.64 | -0.06 |
Correlation
The correlation between VITAX and VTWAX is 0.86, 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. VTWAX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.46%, less than VTWAX's 1.85% 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% |
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.85% | 1.80% | 1.92% | 2.06% | 2.17% | 1.79% | 1.64% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VITAX vs. VTWAX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, which is greater than VTWAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for VITAX and VTWAX.
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Drawdown Indicators
| VITAX | VTWAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -34.20% | -20.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -11.73% | -4.65% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -26.40% | -8.70% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | — | — |
Current DrawdownCurrent decline from peak | -16.38% | -9.64% | -6.74% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -5.40% | -2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 2.50% | +2.74% |
Volatility
VITAX vs. VTWAX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 6.70% compared to Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) at 5.09%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than VTWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | VTWAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 5.09% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 9.33% | +6.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.38% | 16.55% | +10.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.22% | 15.60% | +9.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.69% | 18.27% | +6.42% |