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VITNX vs. SWTSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VITNX vs. SWTSX

Last updated Jun 26, 2026

VITNX (Vanguard Institutional Total Stock Market Index Fund Institutional Shares) and SWTSX (Schwab Total Stock Market Index Fund) are both Large Cap Blend Equities funds. Over the past 10 years, VITNX returned 15.19%/yr vs 15.08%/yr for SWTSX. With a 1.00 correlation, they move nearly in lockstep. Both charge a 0.03% expense ratio.

Performance

VITNX vs. SWTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and Schwab Total Stock Market Index Fund (SWTSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with VITNX having a 8.81% return and SWTSX slightly higher at 8.85%. Both investments have delivered pretty close results over the past 10 years, with VITNX having a 15.19% annualized return and SWTSX not far behind at 15.08%.

VITNX

1D
-0.04%
1M
-1.54%
YTD
8.81%
6M
7.34%
1Y
22.96%
3Y*
21.16%
5Y*
12.15%
10Y*
15.19%

SWTSX

1D
-0.06%
1M
-1.55%
YTD
8.85%
6M
7.41%
1Y
22.85%
3Y*
20.62%
5Y*
11.82%
10Y*
15.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VITNX vs. SWTSX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VITNX
Vanguard Institutional Total Stock Market Index Fund Institutional Shares		8.81%17.16%25.42%26.01%-19.47%25.76%20.95%30.86%-5.60%20.52%
SWTSX
Schwab Total Stock Market Index Fund		8.85%17.04%23.84%26.05%-19.54%25.65%20.71%30.90%-5.35%21.08%

Correlation

The correlation between VITNX and SWTSX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

1.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.99

Correlation (5Y)
Calculated over the trailing 5-year period

1.00

Correlation (10Y)
Calculated over the trailing 10-year period

0.99

Correlation (All Time)
Calculated using the full available price history since Aug 31, 2001

1.00

The correlation between VITNX and SWTSX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.

VITNX vs. SWTSX - Sectors Allocation Comparison

Sectors
VITNX
SWTSX

Technology

36.9%
37.2%

Financial Services

11.2%
11.4%

Consumer Cyclical

9.6%
9.8%

Communication Services

9.6%
9.8%

Industrials

9.1%
9.1%

Healthcare

9.0%
8.8%

Consumer Defensive

4.3%
4.3%

Energy

3.4%
3.3%

Utilities

2.5%
2.1%

Real Estate

2.2%
2.3%

Basic Materials

1.9%
2.0%

Technology

VITNX
36.9%
SWTSX
37.2%

Financial Services

VITNX
11.2%
SWTSX
11.4%

Consumer Cyclical

VITNX
9.6%
SWTSX
9.8%

Communication Services

VITNX
9.6%
SWTSX
9.8%

Industrials

VITNX
9.1%
SWTSX
9.1%

Healthcare

VITNX
9.0%
SWTSX
8.8%

Consumer Defensive

VITNX
4.3%
SWTSX
4.3%

Energy

VITNX
3.4%
SWTSX
3.3%

Utilities

VITNX
2.5%
SWTSX
2.1%

Real Estate

VITNX
2.2%
SWTSX
2.3%

Basic Materials

VITNX
1.9%
SWTSX
2.0%

Compare stocks, funds, or ETFs

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Vanguard Institutional Total Stock Market Index Fund Institutional Shares

Schwab Total Stock Market Index Fund

Often compared with VITNX:
VITNX vs. FXAIXVITNX vs. VTSAXVITNX vs. VITPXVITNX vs. SPYVITNX vs. VOOVITNX vs. VFFSXVITNX vs. VFIAX
Often compared with SWTSX:
SWTSX vs. SWPPXSWTSX vs. VTSAXSWTSX vs. SCHBSWTSX vs. VTISWTSX vs. SWISXSWTSX vs. SWLGXSWTSX vs. SCHD

Return for Risk

VITNX vs. SWTSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VITNX
VITNX Risk / Return Rank: 5656
Overall Rank
VITNX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
VITNX Sortino Ratio Rank: 4949
Sortino Ratio Rank
VITNX Omega Ratio Rank: 5050
Omega Ratio Rank
VITNX Calmar Ratio Rank: 5959
Calmar Ratio Rank
VITNX Martin Ratio Rank: 7070
Martin Ratio Rank
SWTSX
SWTSX Risk / Return Rank: 5555
Overall Rank
SWTSX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
SWTSX Sortino Ratio Rank: 4848
Sortino Ratio Rank
SWTSX Omega Ratio Rank: 4949
Omega Ratio Rank
SWTSX Calmar Ratio Rank: 5858
Calmar Ratio Rank
SWTSX Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VITNX vs. SWTSX - 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 Schwab Total Stock Market Index Fund (SWTSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VITNXSWTSXDifference
Sharpe ratioReturn per unit of total volatility
1.79
1.77

+0.02

Sortino ratioReturn per unit of downside risk
2.45
2.43

+0.02

Omega ratioGain probability vs. loss probability

1.32

1.32

0.00

Calmar ratioReturn relative to maximum drawdown

2.57

2.57

0.00

Martin ratioReturn relative to average drawdown

11.41

11.33

+0.08

VITNX vs. SWTSX - Sharpe Ratio Comparison

The current VITNX Sharpe Ratio is 1.79, which is comparable to the SWTSX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of VITNX and SWTSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

VITNX vs. SWTSX - Drawdown Comparison

The maximum VITNX drawdown since its inception was -55.32%, roughly equal to the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for VITNX and SWTSX.

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Drawdown Indicators

VITNXSWTSXDifference

Max Drawdown

Largest peak-to-trough decline

-55.32%

-54.60%

-0.72%

Max Drawdown (1Y)

Largest decline over 1 year

-8.92%

-8.88%

-0.04%

Max Drawdown (3Y)

Largest decline over 3 years

-19.36%

-19.43%

+0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-25.32%

-25.40%

+0.08%

Max Drawdown (10Y)

Largest decline over 10 years

-34.99%

-35.01%

+0.02%

Current Drawdown

Current decline from peak

-2.83%

-2.83%

0.00%

Average Drawdown

Average peak-to-trough decline

-7.34%

-10.55%

+3.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.00%

2.01%

-0.01%

Volatility

VITNX vs. SWTSX - Volatility Comparison

Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and Schwab Total Stock Market Index Fund (SWTSX) have volatilities of 4.95% and 4.93%, 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.

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Volatility by Period

VITNXSWTSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.95%

4.93%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

10.09%

10.10%

-0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

12.86%

12.92%

-0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.45%

17.54%

-0.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.43%

18.62%

-0.19%

VITNX vs. SWTSX - Expense Ratio Comparison

Both VITNX and SWTSX have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

VITNX vs. SWTSX - Dividend Comparison

VITNX's dividend yield for the trailing twelve months is around 2.29%, more than SWTSX's 1.01% yield.

PositionTTM20252024202320222021202020192018201720162015
SWTSX
Schwab Total Stock Market Index Fund		1.01%1.10%1.24%1.41%1.62%1.46%1.63%1.92%2.58%1.83%2.32%2.79%
VITNX
Vanguard Institutional Total Stock Market Index Fund Institutional Shares		2.29%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

With a correlation of 1.00, VITNX and SWTSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VITNX has higher volatility (4.95%) compared to SWTSX (4.93%). In terms of maximum drawdown, VITNX dropped -55.32% vs SWTSX's -54.60%.

VITNX currently has the higher Sharpe Ratio (1.79 vs 1.77), 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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