VITPX vs. SPY

In the year-to-date period, VITPX achieves a -4.20% return, which is significantly lower than SPY's -3.42% return. Over the past 10 years, VITPX has underperformed SPY with an annualized return of 8.96%, while SPY has yielded a comparatively higher 12.35% annualized return.

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VITPX has a 0.02% 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 Plus Shares (VITPX) 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 VITPX Sharpe Ratio is 0.37, which is comparable to the SPY Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of VITPX 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.

VITPX's dividend yield for the trailing twelve months is around 1.38%, more than SPY's 1.27% yield.

The maximum VITPX drawdown since its inception was -55.28%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VITPX and SPY. For additional features, visit the drawdowns tool.