VITPX vs. VSMPX

In the year-to-date period, VITPX achieves a -4.20% return, which is significantly lower than VSMPX's -3.70% return. Over the past 10 years, VITPX has underperformed VSMPX with an annualized return of 8.96%, while VSMPX has yielded a comparatively higher 11.78% annualized return.

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Both VITPX and VSMPX have an expense ratio of 0.02%, making them cost-effective options compared to the broader market, where average expense ratios typically 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 Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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 VSMPX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of VITPX and VSMPX, 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 VSMPX's 1.35% yield.

The maximum VITPX drawdown since its inception was -55.28%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for VITPX and VSMPX. For additional features, visit the drawdowns tool.