VITSX vs. VTSIX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX).
VITSX is managed by Vanguard. It was launched on Jul 7, 1997. VTSIX is managed by BlackRock. It was launched on Apr 21, 1999.
Performance
VITSX vs. VTSIX - Performance Comparison
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VITSX vs. VTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | -6.75% | 17.14% | 23.25% | 26.51% | -19.51% | 25.74% | 20.99% | 30.80% | -5.18% | 21.16% |
VTSIX Vanguard Tax-Managed Small-Cap Fund Institutional Shares | 0.88% | 5.96% | 8.64% | 15.99% | -16.14% | 27.12% | 11.09% | 23.30% | -8.59% | 13.08% |
Returns By Period
In the year-to-date period, VITSX achieves a -6.75% return, which is significantly lower than VTSIX's 0.88% return. Over the past 10 years, VITSX has outperformed VTSIX with an annualized return of 13.27%, while VTSIX has yielded a comparatively lower 9.56% annualized return.
VITSX
- 1D
- -0.47%
- 1M
- -7.71%
- YTD
- -6.75%
- 6M
- -4.47%
- 1Y
- 14.77%
- 3Y*
- 16.71%
- 5Y*
- 10.12%
- 10Y*
- 13.27%
VTSIX
- 1D
- -0.72%
- 1M
- -6.66%
- YTD
- 0.88%
- 6M
- 2.55%
- 1Y
- 17.36%
- 3Y*
- 9.53%
- 5Y*
- 3.96%
- 10Y*
- 9.56%
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VITSX vs. VTSIX - Expense Ratio Comparison
VITSX has a 0.03% expense ratio, which is lower than VTSIX's 0.06% 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%.
Return for Risk
VITSX vs. VTSIX — Risk / Return Rank
VITSX
VTSIX
VITSX vs. VTSIX - 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 Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX). 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 | VTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.80 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.26 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.04 | +0.01 |
Martin ratioReturn relative to average drawdown | 5.09 | 4.24 | +0.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VITSX | VTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.80 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.18 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.42 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.42 | +0.04 |
Correlation
The correlation between VITSX and VTSIX is 0.88, 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.
Dividends
VITSX vs. VTSIX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.21%, less than VTSIX's 1.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.21% | 1.12% | 1.27% | 1.43% | 1.66% | 1.21% | 1.42% | 1.77% | 2.04% | 1.71% | 1.93% | 1.99% |
VTSIX Vanguard Tax-Managed Small-Cap Fund Institutional Shares | 1.36% | 1.31% | 1.47% | 1.52% | 1.54% | 1.19% | 1.11% | 1.17% | 1.29% | 1.13% | 1.03% | 1.30% |
Drawdowns
VITSX vs. VTSIX - Drawdown Comparison
The maximum VITSX drawdown since its inception was -55.30%, roughly equal to the maximum VTSIX drawdown of -57.81%. Use the drawdown chart below to compare losses from any high point for VITSX and VTSIX.
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Drawdown Indicators
| VITSX | VTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.30% | -57.81% | +2.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -14.85% | +2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -27.92% | +2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -43.86% | +8.89% |
Current DrawdownCurrent decline from peak | -8.92% | -8.24% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -8.98% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.64% | -1.08% |
Volatility
VITSX vs. VTSIX - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) is 4.39%, while Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX) has a volatility of 5.51%. This indicates that VITSX experiences smaller price fluctuations and is considered to be less risky than VTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITSX | VTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 5.51% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 12.75% | -3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.42% | 22.59% | -4.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 21.54% | -4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 23.09% | -4.72% |