Correlation
The correlation between VITPX and USNQX is 0.89, 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.
VITPX vs. USNQX
Compare and contrast key facts about Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and USAA Nasdaq 100 Index Fund (USNQX).
VITPX is managed by Vanguard. It was launched on May 31, 2001. USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VITPX or USNQX.
Performance
VITPX vs. USNQX - Performance Comparison
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Key characteristics
VITPX:
0.69
USNQX:
0.61
VITPX:
1.00
USNQX:
0.91
VITPX:
1.14
USNQX:
1.13
VITPX:
0.64
USNQX:
0.59
VITPX:
2.40
USNQX:
1.92
VITPX:
5.17%
USNQX:
7.05%
VITPX:
20.07%
USNQX:
25.71%
VITPX:
-55.28%
USNQX:
-74.36%
VITPX:
-3.91%
USNQX:
-3.65%
Returns By Period
In the year-to-date period, VITPX achieves a 0.53% return, which is significantly lower than USNQX's 1.70% return. Over the past 10 years, VITPX has underperformed USNQX with an annualized return of 12.16%, while USNQX has yielded a comparatively higher 17.40% annualized return.
VITPX
0.53%
5.69%
-2.53%
12.97%
13.72%
15.25%
12.16%
USNQX
1.70%
7.90%
2.16%
15.58%
19.55%
17.84%
17.40%
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VITPX vs. USNQX - Expense Ratio Comparison
VITPX has a 0.02% expense ratio, which is lower than USNQX's 0.42% expense ratio.
Risk-Adjusted Performance
VITPX vs. USNQX — Risk-Adjusted Performance Rank
VITPX
USNQX
VITPX vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and USAA Nasdaq 100 Index Fund (USNQX). 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.
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Dividends
VITPX vs. USNQX - Dividend Comparison
VITPX's dividend yield for the trailing twelve months is around 3.25%, more than USNQX's 2.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 3.25% | 2.78% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 4.40% | 2.41% | 2.80% | 2.30% | 1.80% |
USNQX USAA Nasdaq 100 Index Fund | 2.15% | 2.19% | 2.60% | 4.13% | 4.48% | 1.53% | 0.88% | 0.69% | 1.97% | 0.50% | 2.73% | 0.21% |
Drawdowns
VITPX vs. USNQX - Drawdown Comparison
The maximum VITPX drawdown since its inception was -55.28%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for VITPX and USNQX.
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Volatility
VITPX vs. USNQX - Volatility Comparison
The current volatility for Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) is 4.90%, while USAA Nasdaq 100 Index Fund (USNQX) has a volatility of 5.60%. This indicates that VITPX experiences smaller price fluctuations and is considered to be less risky than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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