VITSX vs. VFORX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Vanguard Target Retirement 2040 Fund (VFORX).
VITSX is managed by Vanguard. It was launched on Jul 7, 1997. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VITSX or VFORX.
Key characteristics
| VITSX | VFORX | |
|---|---|---|
| YTD Return | 26.16% | 14.27% |
| 1Y Return | 38.31% | 24.53% |
| 3Y Return (Ann) | 8.69% | 3.82% |
| 5Y Return (Ann) | 15.33% | 9.12% |
| 10Y Return (Ann) | 12.89% | 8.27% |
| Sharpe Ratio | 3.03 | 2.49 |
| Sortino Ratio | 4.04 | 3.53 |
| Omega Ratio | 1.56 | 1.47 |
| Calmar Ratio | 4.46 | 2.35 |
| Martin Ratio | 19.60 | 15.83 |
| Ulcer Index | 1.95% | 1.55% |
| Daily Std Dev | 12.63% | 9.86% |
| Max Drawdown | -55.31% | -51.63% |
| Current Drawdown | -0.39% | -0.77% |
Correlation
The correlation between VITSX and VFORX is 0.97, 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.
Performance
VITSX vs. VFORX - Performance Comparison
In the year-to-date period, VITSX achieves a 26.16% return, which is significantly higher than VFORX's 14.27% return. Over the past 10 years, VITSX has outperformed VFORX with an annualized return of 12.89%, while VFORX has yielded a comparatively lower 8.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VITSX vs. VFORX - Expense Ratio Comparison
VITSX has a 0.03% expense ratio, which is lower than VFORX's 0.08% 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%.
Risk-Adjusted Performance
VITSX vs. VFORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Vanguard Target Retirement 2040 Fund (VFORX). 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.
Dividends
VITSX vs. VFORX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.26%, less than VFORX's 2.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.26% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% | 1.75% |
VFORX Vanguard Target Retirement 2040 Fund | 2.08% | 2.38% | 2.10% | 2.39% | 1.62% | 2.28% | 2.41% | 1.91% | 1.98% | 2.16% | 1.93% | 1.77% |
Drawdowns
VITSX vs. VFORX - Drawdown Comparison
The maximum VITSX drawdown since its inception was -55.31%, which is greater than VFORX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for VITSX and VFORX. For additional features, visit the drawdowns tool.
Volatility
VITSX vs. VFORX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) has a higher volatility of 4.03% compared to Vanguard Target Retirement 2040 Fund (VFORX) at 2.55%. This indicates that VITSX's price experiences larger fluctuations and is considered to be riskier than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.