VITNX vs. SPY

In the year-to-date period, VITNX achieves a 0.53% return, which is significantly lower than SPY's 0.98% return. Both investments have delivered pretty close results over the past 10 years, with VITNX having a 12.14% annualized return and SPY not far ahead at 12.73%.

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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%.

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.

The current VITNX Sharpe Ratio is 0.67, which is comparable to the SPY Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of VITNX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VITNX's dividend yield for the trailing twelve months is around 3.25%, more than SPY's 1.21% yield.

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.

Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and SPDR S&P 500 ETF (SPY) have volatilities of 4.89% and 4.85%, 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.