VITSX vs. PHYQX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and PGIM High Yield Fund Class R6 (PHYQX).
VITSX is managed by Vanguard. It was launched on Jul 7, 1997. PHYQX is managed by PGIM. It was launched on Oct 31, 2011.
Performance
VITSX vs. PHYQX - Performance Comparison
Loading graphics...
VITSX vs. PHYQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | -3.97% | 17.14% | 23.25% | 26.51% | -19.51% | 25.74% | 20.99% | 30.80% | -5.18% | 21.16% |
PHYQX PGIM High Yield Fund Class R6 | -0.77% | 9.18% | 8.55% | 12.34% | -12.22% | 5.99% | 5.79% | 16.29% | -1.18% | 7.74% |
Returns By Period
In the year-to-date period, VITSX achieves a -3.97% return, which is significantly lower than PHYQX's -0.77% return. Over the past 10 years, VITSX has outperformed PHYQX with an annualized return of 13.61%, while PHYQX has yielded a comparatively lower 5.88% annualized return.
VITSX
- 1D
- 2.98%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.85%
- 5Y*
- 10.49%
- 10Y*
- 13.61%
PHYQX
- 1D
- 0.63%
- 1M
- -1.65%
- YTD
- -0.77%
- 6M
- 0.27%
- 1Y
- 6.48%
- 3Y*
- 8.63%
- 5Y*
- 3.93%
- 10Y*
- 5.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VITSX vs. PHYQX - Expense Ratio Comparison
VITSX has a 0.03% expense ratio, which is lower than PHYQX's 0.38% expense ratio.
Return for Risk
VITSX vs. PHYQX — Risk / Return Rank
VITSX
PHYQX
VITSX vs. PHYQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and PGIM High Yield Fund Class R6 (PHYQX). 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.
| VITSX | PHYQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.79 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.67 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.42 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.43 | -0.92 |
Martin ratioReturn relative to average drawdown | 7.24 | 9.84 | -2.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VITSX | PHYQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.79 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.78 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 1.08 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 1.12 | -0.65 |
Correlation
The correlation between VITSX and PHYQX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VITSX vs. PHYQX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.17%, less than PHYQX's 6.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.17% | 1.12% | 1.27% | 1.43% | 1.66% | 1.21% | 1.42% | 1.77% | 2.04% | 1.71% | 1.93% | 1.99% |
PHYQX PGIM High Yield Fund Class R6 | 6.58% | 7.07% | 7.53% | 7.09% | 6.29% | 6.23% | 6.56% | 6.32% | 6.64% | 6.38% | 4.88% | 7.05% |
Drawdowns
VITSX vs. PHYQX - Drawdown Comparison
The maximum VITSX drawdown since its inception was -55.30%, which is greater than PHYQX's maximum drawdown of -21.12%. Use the drawdown chart below to compare losses from any high point for VITSX and PHYQX.
Loading graphics...
Drawdown Indicators
| VITSX | PHYQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.30% | -21.12% | -34.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -2.94% | -9.47% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -16.05% | -9.31% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -21.12% | -13.85% |
Current DrawdownCurrent decline from peak | -6.21% | -1.86% | -4.35% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -2.25% | -7.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 0.72% | +1.87% |
Volatility
VITSX vs. PHYQX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) has a higher volatility of 5.49% compared to PGIM High Yield Fund Class R6 (PHYQX) at 1.41%. This indicates that VITSX's price experiences larger fluctuations and is considered to be riskier than PHYQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VITSX | PHYQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 1.41% | +4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 2.46% | +7.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 3.78% | +14.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 5.05% | +12.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 5.47% | +12.93% |