VITSX vs. VTSAX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VITSX is managed by Vanguard. It was launched on Jul 7, 1997. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VITSX or VTSAX.
Key characteristics
| VITSX | VTSAX | |
|---|---|---|
| YTD Return | 26.07% | 26.07% |
| 1Y Return | 35.18% | 35.18% |
| 3Y Return (Ann) | 8.66% | 8.65% |
| 5Y Return (Ann) | 15.14% | 15.13% |
| 10Y Return (Ann) | 12.88% | 12.87% |
| Sharpe Ratio | 3.03 | 3.03 |
| Sortino Ratio | 4.04 | 4.04 |
| Omega Ratio | 1.56 | 1.56 |
| Calmar Ratio | 4.46 | 4.46 |
| Martin Ratio | 19.59 | 19.58 |
| Ulcer Index | 1.95% | 1.95% |
| Daily Std Dev | 12.63% | 12.63% |
| Max Drawdown | -55.31% | -55.34% |
| Current Drawdown | -0.46% | -0.45% |
Correlation
The correlation between VITSX and VTSAX is 1.00, 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. VTSAX - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with VITSX at 26.07% and VTSAX at 26.07%. Both investments have delivered pretty close results over the past 10 years, with VITSX having a 12.88% annualized return and VTSAX not far behind at 12.87%. 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. VTSAX - Expense Ratio Comparison
VITSX has a 0.03% 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%.
Risk-Adjusted Performance
VITSX vs. VTSAX - 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 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.
Dividends
VITSX vs. VTSAX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.26%, which matches VTSAX's 1.25% 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.25% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VITSX vs. VTSAX - Drawdown Comparison
The maximum VITSX drawdown since its inception was -55.31%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for VITSX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
VITSX vs. VTSAX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 3.95% and 3.94%, 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.