VITNX vs. VFIAX
Compare and contrast key facts about Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
VITNX is managed by Vanguard. It was launched on Aug 31, 2001. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VITNX or VFIAX.
Key characteristics
| VITNX | VFIAX | |
|---|---|---|
| YTD Return | 17.67% | 19.09% |
| 1Y Return | 25.82% | 26.65% |
| 3Y Return (Ann) | 8.25% | 9.85% |
| 5Y Return (Ann) | 14.39% | 15.16% |
| 10Y Return (Ann) | 12.34% | 12.93% |
| Sharpe Ratio | 2.05 | 2.17 |
| Daily Std Dev | 13.14% | 12.79% |
| Max Drawdown | -55.32% | -55.20% |
| Current Drawdown | -0.67% | -0.50% |
Correlation
The correlation between VITNX and VFIAX is 0.99, 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. VFIAX - Performance Comparison
In the year-to-date period, VITNX achieves a 17.67% return, which is significantly lower than VFIAX's 19.09% return. Both investments have delivered pretty close results over the past 10 years, with VITNX having a 12.34% annualized return and VFIAX not far ahead at 12.93%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VITNX vs. VFIAX - Expense Ratio Comparison
VITNX has a 0.03% expense ratio, which is lower than VFIAX's 0.04% 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. VFIAX - 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 Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
VITNX's dividend yield for the trailing twelve months is around 2.17%, more than VFIAX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 2.17% | 2.41% | 6.48% | 5.37% | 11.56% | 2.90% | 4.38% | 2.39% | 2.78% | 2.28% | 1.78% | 1.72% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.27% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VITNX vs. VFIAX - Drawdown Comparison
The maximum VITNX drawdown since its inception was -55.32%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VITNX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
VITNX vs. VFIAX - Volatility Comparison
Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 4.48% and 4.37%, 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.