VITNX vs. FPHAX
VITNX (Vanguard Institutional Total Stock Market Index Fund Institutional Shares) and FPHAX (Fidelity Select Pharmaceuticals Portfolio) are both mutual funds - VITNX is a Large Cap Blend Equities fund managed by Vanguard, while FPHAX is a Health & Biotech Equities fund managed by Fidelity. Over the past 10 years, VITNX returned 15.10%/yr vs 11.51%/yr for FPHAX. A 0.70 correlation means they provide meaningful diversification when combined. VITNX charges 0.03%/yr vs 0.75%/yr for FPHAX.
Performance
VITNX vs. FPHAX - Performance Comparison
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Returns By Period
In the year-to-date period, VITNX achieves a 11.13% return, which is significantly higher than FPHAX's 8.08% return. Over the past 10 years, VITNX has outperformed FPHAX with an annualized return of 15.10%, while FPHAX has yielded a comparatively lower 11.51% annualized return.
VITNX
- 1D
- -0.76%
- 1M
- 4.07%
- YTD
- 11.13%
- 6M
- 10.87%
- 1Y
- 28.13%
- 3Y*
- 22.60%
- 5Y*
- 13.01%
- 10Y*
- 15.10%
FPHAX
- 1D
- 1.02%
- 1M
- 4.25%
- YTD
- 8.08%
- 6M
- 9.92%
- 1Y
- 40.08%
- 3Y*
- 17.60%
- 5Y*
- 13.04%
- 10Y*
- 11.51%
VITNX vs. FPHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 11.13% | 17.16% | 25.42% | 26.01% | -19.47% | 25.76% | 20.95% | 30.86% | -5.60% | 20.52% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 8.08% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 31.73% | 5.41% | 10.70% |
Correlation
The correlation between VITNX and FPHAX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Sep 4, 2001 | 0.70 |
Over the past year, the correlation between VITNX and FPHAX has dropped to 0.41 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
VITNX vs. FPHAX — Risk / Return Rank
VITNX
FPHAX
VITNX vs. FPHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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.
| VITNX | FPHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.35 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 4.04 | -0.87 |
| Martin ratioReturn relative to average drawdown | 14.63 | 10.52 | +4.11 |
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
| VITNX | FPHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | 2.07 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.73 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.65 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.54 | -0.01 |
Drawdowns
VITNX vs. FPHAX - Drawdown Comparison
The maximum VITNX drawdown since its inception was -55.32%, which is greater than FPHAX's maximum drawdown of -38.26%. Use the drawdown chart below to compare losses from any high point for VITNX and FPHAX.
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Drawdown Indicators
| VITNX | FPHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -38.26% | -17.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -10.33% | +1.41% |
Max Drawdown (3Y)Largest decline over 3 years | -19.36% | -28.82% | +9.46% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -28.82% | +3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -28.82% | -6.17% |
Current DrawdownCurrent decline from peak | -0.76% | -1.57% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -9.18% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 3.96% | -2.03% |
Volatility
VITNX vs. FPHAX - Volatility Comparison
The current volatility for Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) is 3.05%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 5.33%. This indicates that VITNX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITNX | FPHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 5.33% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 14.01% | -4.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 20.13% | -7.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 18.04% | -0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 17.86% | +0.55% |
VITNX vs. FPHAX - Expense Ratio Comparison
VITNX has a 0.03% expense ratio, which is lower than FPHAX's 0.75% expense ratio.
Dividends
VITNX vs. FPHAX - Dividend Comparison
VITNX's dividend yield for the trailing twelve months is around 2.25%, less than FPHAX's 5.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 5.14% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 2.25% | 2.63% | 4.14% | 2.41% | 6.48% | 5.37% | 11.56% | 2.90% | 3.92% | 1.89% | 2.78% | 2.28% |
Frequently Asked Questions
VITNX and FPHAX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FPHAX has higher volatility (5.33%) compared to VITNX (3.05%). In terms of maximum drawdown, VITNX dropped -55.32% vs FPHAX's -38.26%.
VITNX currently has the higher Sharpe Ratio (2.32 vs 2.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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