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VITPX vs. VTSAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VITPX vs. VTSAX

Last updated Jun 4, 2026

VITPX (Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares) and VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) are both Large Cap Blend Equities funds from Vanguard. Over the past 10 years, VITPX returned 15.19%/yr vs 15.12%/yr for VTSAX. With a 1.00 correlation, they move nearly in lockstep. VITPX charges 0.02%/yr vs 0.04%/yr for VTSAX.

Performance

VITPX vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with VITPX having a 11.99% return and VTSAX slightly lower at 11.98%. Both investments have delivered pretty close results over the past 10 years, with VITPX having a 15.19% annualized return and VTSAX not far behind at 15.12%.

VITPX

1D
0.24%
1M
5.76%
YTD
11.99%
6M
11.89%
1Y
29.15%
3Y*
22.92%
5Y*
13.38%
10Y*
15.19%

VTSAX

1D
0.24%
1M
5.76%
YTD
11.98%
6M
11.87%
1Y
29.09%
3Y*
22.34%
5Y*
13.04%
10Y*
15.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VITPX vs. VTSAX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VITPX
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares		11.99%17.17%25.43%26.01%-19.48%25.76%20.95%30.87%-5.59%20.51%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		11.98%17.12%23.23%26.51%-19.52%25.72%20.98%30.79%-5.18%21.16%

Correlation

The correlation between VITPX and VTSAX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

1.00

Correlation (3Y)
Calculated over the trailing 3-year period

1.00

Correlation (5Y)
Calculated over the trailing 5-year period

1.00

Correlation (10Y)
Calculated over the trailing 10-year period

1.00

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2001

1.00

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

VITPX vs. VTSAX - Sectors Allocation Comparison

Sectors
VITPX
VTSAX

Technology

33.5%
33.3%

Financial Services

11.9%
11.9%

Communication Services

10.3%
10.1%

Consumer Cyclical

10.0%
9.8%

Industrials

9.8%
9.5%

Healthcare

9.2%
9.1%

Consumer Defensive

4.7%
4.7%

Energy

3.7%
3.8%

Real Estate

2.4%
2.4%

Utilities

2.3%
2.7%

Basic Materials

2.0%
2.0%

Technology

VITPX
33.5%
VTSAX
33.3%

Financial Services

VITPX
11.9%
VTSAX
11.9%

Communication Services

VITPX
10.3%
VTSAX
10.1%

Consumer Cyclical

VITPX
10.0%
VTSAX
9.8%

Industrials

VITPX
9.8%
VTSAX
9.5%

Healthcare

VITPX
9.2%
VTSAX
9.1%

Consumer Defensive

VITPX
4.7%
VTSAX
4.7%

Energy

VITPX
3.7%
VTSAX
3.8%

Real Estate

VITPX
2.4%
VTSAX
2.4%

Utilities

VITPX
2.3%
VTSAX
2.7%

Basic Materials

VITPX
2.0%
VTSAX
2.0%

Compare stocks, funds, or ETFs

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Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares

Vanguard Total Stock Market Index Fund Admiral Shares

Often compared with VITPX:
VITPX vs. VSMPXVITPX vs. VITNXVITPX vs. VPMAXVITPX vs. VINIXVITPX vs. VOOVITPX vs. VFTNXVITPX vs. SPY
Often compared with VTSAX:
VTSAX vs. VOOVTSAX vs. VTIAXVTSAX vs. SWTSXVTSAX vs. FSKAXVTSAX vs. VTIVTSAX vs. SPYVTSAX vs. VTWAX

Return for Risk

VITPX vs. VTSAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VITPX
VITPX Risk / Return Rank: 7272
Overall Rank
VITPX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
VITPX Sortino Ratio Rank: 6565
Sortino Ratio Rank
VITPX Omega Ratio Rank: 6464
Omega Ratio Rank
VITPX Calmar Ratio Rank: 7474
Calmar Ratio Rank
VITPX Martin Ratio Rank: 8282
Martin Ratio Rank
VTSAX
VTSAX Risk / Return Rank: 7171
Overall Rank
VTSAX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
VTSAX Sortino Ratio Rank: 6565
Sortino Ratio Rank
VTSAX Omega Ratio Rank: 6363
Omega Ratio Rank
VTSAX Calmar Ratio Rank: 7474
Calmar Ratio Rank
VTSAX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VITPX vs. VTSAX - Risk-Adjusted Trends Comparison

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 Admiral Shares (VTSAX). 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.

VITPXVTSAXDifference
Sharpe ratioReturn per unit of total volatility
2.47
2.47

0.00

Sortino ratioReturn per unit of downside risk
3.37
3.36

0.00

Omega ratioGain probability vs. loss probability

1.44

1.44

0.00

Calmar ratioReturn relative to maximum drawdown

3.38

3.37

+0.01

Martin ratioReturn relative to average drawdown

15.60

15.56

+0.03

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VITPX vs. VTSAX - Sharpe Ratio Comparison

The current VITPX Sharpe Ratio is 2.47, which is comparable to the VTSAX Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of VITPX and VTSAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

VITPXVTSAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

2.47

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.76

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

0.82

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.47

+0.04

Drawdowns

VITPX vs. VTSAX - Drawdown Comparison

The maximum VITPX drawdown since its inception was -55.28%, roughly equal to the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for VITPX and VTSAX.

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Drawdown Indicators

VITPXVTSAXDifference

Max Drawdown

Largest peak-to-trough decline

-55.28%

-55.33%

+0.05%

Max Drawdown (1Y)

Largest decline over 1 year

-8.92%

-8.92%

0.00%

Max Drawdown (3Y)

Largest decline over 3 years

-19.35%

-19.36%

+0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-25.31%

-25.36%

+0.05%

Max Drawdown (10Y)

Largest decline over 10 years

-34.99%

-34.97%

-0.02%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-8.02%

-9.01%

+0.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.93%

1.93%

0.00%

Volatility

VITPX vs. VTSAX - Volatility Comparison

Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 2.94% and 2.95%, 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.

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Volatility by Period

VITPXVTSAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.94%

2.95%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

9.19%

9.19%

0.00%

Volatility (1Y)

Calculated over the trailing 1-year period

12.19%

12.19%

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.35%

17.36%

-0.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.41%

18.41%

0.00%

VITPX vs. VTSAX - Expense Ratio Comparison

VITPX has a 0.02% expense ratio, which is lower than VTSAX'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%.

Dividends

VITPX vs. VTSAX - Dividend Comparison

VITPX's dividend yield for the trailing twelve months is around 2.24%, more than VTSAX's 1.00% yield.

PositionTTM20252024202320222021202020192018201720162015
VITPX
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares		2.24%2.64%4.14%2.41%6.48%5.38%11.57%2.91%3.93%1.90%2.80%2.30%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		1.00%1.11%1.26%1.42%1.65%1.20%1.41%1.76%2.03%1.71%1.92%1.98%

Frequently Asked Questions

With a correlation of 1.00, VITPX and VTSAX 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.

VTSAX has higher volatility (2.95%) compared to VITPX (2.94%). In terms of maximum drawdown, VITPX dropped -55.28% vs VTSAX's -55.33%.

VITPX currently has the higher Sharpe Ratio (2.47 vs 2.47), 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.

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