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:
0.19
SPY:
0.34
VITNX:
0.40
SPY:
0.62
VITNX:
1.06
SPY:
1.09
VITNX:
0.18
SPY:
0.35
VITNX:
0.79
SPY:
1.64
VITNX:
4.61%
SPY:
4.00%
VITNX:
19.34%
SPY:
19.55%
VITNX:
-55.32%
SPY:
-55.19%
VITNX:
-13.92%
SPY:
-12.02%
Returns By Period
In the year-to-date period, VITNX achieves a -9.18% return, which is significantly lower than SPY's -7.99% return. Over the past 10 years, VITNX has underperformed SPY with an annualized return of 8.44%, while SPY has yielded a comparatively higher 11.91% annualized return.
VITNX
-9.18%
-5.05%
-9.04%
4.94%
10.81%
8.44%
SPY
-7.99%
-4.19%
-6.68%
7.93%
15.74%
11.91%
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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 1.46%, more than SPY's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 1.46% | 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 | 1.33% | 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
The current volatility for Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) is 13.68%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.47%. This indicates that VITNX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.