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 0.98, 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:
0.37
SPY:
0.50
VITNX:
0.68
SPY:
0.88
VITNX:
1.10
SPY:
1.13
VITNX:
0.38
SPY:
0.56
VITNX:
1.38
SPY:
2.17
VITNX:
5.59%
SPY:
4.85%
VITNX:
19.79%
SPY:
20.02%
VITNX:
-55.32%
SPY:
-55.19%
VITNX:
-9.25%
SPY:
-7.65%
Returns By Period
In the year-to-date period, VITNX achieves a -4.26% return, which is significantly lower than SPY's -3.42% return. Over the past 10 years, VITNX has underperformed SPY with an annualized return of 8.95%, while SPY has yielded a comparatively higher 12.35% annualized return.
VITNX
-4.26%
4.20%
-7.42%
7.19%
10.69%
8.95%
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
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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 1.38%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 1.38% | 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 | 1.27% | 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 6.87%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. 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.