VITAX vs. VWELX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard Wellington Fund Investor Shares (VWELX).
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. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
VITAX vs. VWELX - Performance Comparison
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VITAX vs. VWELX - 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% |
VWELX Vanguard Wellington Fund Investor Shares | -3.35% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, VITAX achieves a -7.30% return, which is significantly lower than VWELX's -3.35% return. Over the past 10 years, VITAX has outperformed VWELX with an annualized return of 21.35%, while VWELX has yielded a comparatively lower 9.32% 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%
VWELX
- 1D
- 2.02%
- 1M
- -3.95%
- YTD
- -3.35%
- 6M
- -0.44%
- 1Y
- 14.14%
- 3Y*
- 12.65%
- 5Y*
- 7.58%
- 10Y*
- 9.32%
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VITAX vs. VWELX - Expense Ratio Comparison
VITAX has a 0.10% expense ratio, which is lower than VWELX's 0.24% 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. VWELX — Risk / Return Rank
VITAX
VWELX
VITAX vs. VWELX - 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 Wellington Fund Investor Shares (VWELX). 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 | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.23 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.81 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.88 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.48 | 8.47 | -2.98 |
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 | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.23 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.69 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.81 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.82 | -0.23 |
Correlation
The correlation between VITAX and VWELX is 0.81, 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. VWELX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.44%, less than VWELX's 11.92% 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% |
VWELX Vanguard Wellington Fund Investor Shares | 11.92% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
VITAX vs. VWELX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VITAX and VWELX.
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Drawdown Indicators
| VITAX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -36.12% | -18.69% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -8.03% | -8.35% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -20.88% | -14.22% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -25.33% | -9.77% |
Current DrawdownCurrent decline from peak | -12.77% | -4.90% | -7.87% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -3.93% | -4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 1.78% | +3.52% |
Volatility
VITAX vs. VWELX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 8.04% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 4.07%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 4.07% | +3.97% |
Volatility (6M)Calculated over the trailing 6-month period | 16.41% | 6.66% | +9.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 11.88% | +15.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 11.12% | +14.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 11.50% | +13.22% |