VITNX vs. SPY
Compare and contrast key facts about Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and SPDR S&P 500 ETF (SPY).
VITNX is managed by Vanguard. It was launched on Aug 31, 2001. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VITNX or SPY.
Correlation
The correlation between VITNX and SPY is 0.97, 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.
Performance
VITNX vs. SPY - Performance Comparison
Key characteristics
VITNX:
1.67
SPY:
1.91
VITNX:
2.24
SPY:
2.57
VITNX:
1.31
SPY:
1.35
VITNX:
2.56
SPY:
2.88
VITNX:
9.37
SPY:
11.96
VITNX:
2.34%
SPY:
2.03%
VITNX:
13.20%
SPY:
12.68%
VITNX:
-55.32%
SPY:
-55.19%
VITNX:
-0.96%
SPY:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with VITNX having a 4.49% return and SPY slightly lower at 4.34%. Over the past 10 years, VITNX has underperformed SPY with an annualized return of 9.90%, while SPY has yielded a comparatively higher 13.21% annualized return.
VITNX
4.49%
2.19%
9.28%
21.69%
9.25%
9.90%
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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VITNX vs. SPY - Expense Ratio Comparison
VITNX has a 0.03% expense ratio, which is lower than SPY's 0.09% 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%.
Risk-Adjusted Performance
VITNX vs. SPY — Risk-Adjusted Performance Rank
VITNX
SPY
VITNX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
VITNX vs. SPY - Dividend Comparison
VITNX's dividend yield for the trailing twelve months is around 1.25%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 1.25% | 1.31% | 1.47% | 1.70% | 1.25% | 1.64% | 1.81% | 2.19% | 1.72% | 2.02% | 2.28% | 1.78% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VITNX vs. SPY - Drawdown Comparison
The maximum VITNX drawdown since its inception was -55.32%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VITNX and SPY. For additional features, visit the drawdowns tool.
Volatility
VITNX vs. SPY - Volatility Comparison
Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and SPDR S&P 500 ETF (SPY) have volatilities of 3.18% and 3.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.