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.
Correlation
The correlation between VITSX and VTSAX is 0.99, 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
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Key characteristics
VITSX:
0.64
VTSAX:
0.67
VITSX:
1.04
VTSAX:
1.05
VITSX:
1.15
VTSAX:
1.15
VITSX:
0.67
VTSAX:
0.67
VITSX:
2.53
VTSAX:
2.55
VITSX:
5.12%
VTSAX:
5.11%
VITSX:
19.92%
VTSAX:
19.95%
VITSX:
-55.31%
VTSAX:
-55.34%
VITSX:
-3.36%
VTSAX:
-3.02%
Returns By Period
In the year-to-date period, VITSX achieves a 1.10% return, which is significantly lower than VTSAX's 1.46% return. Both investments have delivered pretty close results over the past 10 years, with VITSX having a 12.12% annualized return and VTSAX not far ahead at 12.15%.
VITSX
1.10%
12.79%
0.35%
12.67%
16.08%
16.15%
12.12%
VTSAX
1.46%
13.19%
0.71%
13.06%
16.21%
16.07%
12.15%
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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 Rank
VITSX
VTSAX
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.
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Dividends
VITSX vs. VTSAX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.29%, more than VTSAX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.29% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.27% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% |
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.
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Volatility
VITSX vs. VTSAX - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) is 4.73%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 5.56%. This indicates that VITSX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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