VITNX vs. VITPX

Last updated Aug 2, 2026

VITNX (Vanguard Institutional Total Stock Market Index Fund Institutional Shares) and VITPX (Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds from Vanguard. Over the past 10 years, VITNX returned 14.54%/yr vs 14.54%/yr for VITPX. Their 1.00 correlation means they have historically moved very closely together. VITNX charges 0.03%/yr vs 0.02%/yr for VITPX.

Performance

VITNX vs. VITPX - 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 Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with VITNX having a 9.87% return and VITPX slightly higher at 9.88%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: VITNX at 14.54% and VITPX at 14.54%.

VITNX

• 1D: 1.62%
• 1M: -0.78%
• 6M: 8.15%
• YTD: 9.87%
• 1Y: 21.13%
• 3Y*: 19.13%
• 5Y*: 11.93%
• 10Y*: 14.54%
• ALL TIME*: 10.11%

VITPX

• 1D: 1.63%
• 1M: -0.78%
• 6M: 8.17%
• YTD: 9.88%
• 1Y: 21.14%
• 3Y*: 19.14%
• 5Y*: 11.94%
• 10Y*: 14.54%
• ALL TIME*: 9.60%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares	$0.00	$0.00	$0.00
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	$0.00	$0.00	$0.00

VITNX vs. VITPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares	9.87%	17.16%	25.42%	26.01%	-19.47%	25.76%	20.95%	30.86%	-5.60%	20.52%
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	9.88%	17.17%	25.43%	26.01%	-19.48%	25.76%	20.95%	30.87%	-5.59%	20.51%

Correlation

The correlation between VITNX and VITPX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	1.00
Correlation (3Y) Balances recent behavior with more history.	1.00
Correlation (5Y) Shows whether the relationship held over a longer period.	1.00
Correlation (10Y) Provides a long-term view across more market conditions.	1.00
Correlation (All Time) Calculated using the full available price history since Aug 31, 2001	1.00

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

VITNX vs. VITPX - Sectors Allocation Comparison

Sectors	VITNX	VITPX
Technology	36.1%	36.1%
Financial Services	11.7%	11.7%
Industrials	10.2%	10.2%
Healthcare	9.7%	9.7%
Consumer Cyclical	9.4%	9.4%
Communication Services	9.1%	9.1%
Consumer Defensive	4.3%	4.3%
Energy	3.2%	3.2%
Real Estate	2.3%	2.3%
Utilities	2.2%	2.2%
Basic Materials	1.9%	1.9%

Return for Risk

VITNX vs. VITPX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VITNX

VITNX Risk / Return Rank: 63
VITNX Sharpe Ratio Rank: 60
VITNX Sortino Ratio Rank: 57
VITNX Omega Ratio Rank: 56
VITNX Calmar Ratio Rank: 66
VITNX Martin Ratio Rank: 77

VITPX

VITPX Risk / Return Rank: 63
VITPX Sharpe Ratio Rank: 59
VITPX Sortino Ratio Rank: 56
VITPX Omega Ratio Rank: 56
VITPX Calmar Ratio Rank: 65
VITPX Martin Ratio Rank: 77

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VITNX vs. VITPX - 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 Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.

	VITNX	VITPX	Difference
Sharpe ratio: Return per unit of total volatility	1.43	1.43	0.00
Sortino ratio: Return per unit of downside risk	2.01	2.01	0.00
Omega ratio: Gain probability vs. loss probability	1.26	1.26	0.00
Calmar ratio: Return relative to maximum drawdown	2.10	2.11	0.00
Martin ratio: Return relative to average drawdown	9.10	9.11	-0.01

VITNX vs. VITPX - Sharpe Ratio Comparison

The current VITNX Sharpe Ratio is 1.43, which is comparable to the VITPX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of VITNX and VITPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VITNX vs. VITPX - Drawdown Comparison

The maximum VITNX drawdown since its inception was -55.32%, roughly equal to the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for VITNX and VITPX.

Drawdown Indicators

	VITNX	VITPX	Difference
Max Drawdown Largest peak-to-trough decline	-55.32%	-55.28%	-0.04%
Max Drawdown (1Y) Largest decline over 1 year	-8.92%	-8.92%	0.00%
Max Drawdown (3Y) Largest decline over 3 years	-19.36%	-19.35%	-0.01%
Max Drawdown (5Y) Largest decline over 5 years	-25.32%	-25.31%	-0.01%
Max Drawdown (10Y) Largest decline over 10 years	-34.99%	-34.99%	0.00%
Current Drawdown Current decline from peak	-1.89%	-1.88%	-0.01%
Average Drawdown Average peak-to-trough decline	-7.32%	-7.98%	+0.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.06%	2.06%	0.00%

Volatility

VITNX vs. VITPX - Volatility Comparison

Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) have volatilities of 3.40% and 3.41%, 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.

Volatility by Period

	VITNX	VITPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.40%	3.41%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	10.27%	10.27%	0.00%
Volatility (1Y) Calculated over the trailing 1-year period	13.13%	13.13%	0.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.46%	17.46%	0.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.41%	18.41%	0.00%

VITNX vs. VITPX - Expense Ratio Comparison

VITNX has a 0.03% expense ratio, which is higher than VITPX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

VITNX vs. VITPX - Dividend Comparison

VITNX's dividend yield for the trailing twelve months is around 2.32%, which matches VITPX's 2.33% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares	2.32%	2.63%	4.14%	2.41%	6.48%	5.37%	11.56%	2.90%	3.92%	1.89%	2.78%	2.28%
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	2.33%	2.64%	4.14%	2.41%	6.48%	5.38%	11.57%	2.91%	3.93%	1.90%	2.80%	2.30%

Frequently Asked Questions

Can I hold both VITNX and VITPX in my portfolio?

With a correlation of 1.00, VITNX and VITPX 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.

Which is riskier, VITNX or VITPX?

VITPX has higher volatility (3.41%) compared to VITNX (3.40%). In terms of maximum drawdown, VITNX dropped -55.32% vs VITPX's -55.28%.

Which has better risk-adjusted returns?

VITPX currently has the higher Sharpe Ratio (1.43 vs 1.43), 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.