VPMAX vs. VTI
Compare and contrast key facts about Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and Vanguard Total Stock Market ETF (VTI).
VPMAX is managed by Vanguard. It was launched on Nov 12, 2001. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPMAX or VTI.
Correlation
The correlation between VPMAX and VTI is 0.94, 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
VPMAX vs. VTI - Performance Comparison
Key characteristics
VPMAX:
0.56
VTI:
2.05
VPMAX:
0.77
VTI:
2.74
VPMAX:
1.13
VTI:
1.38
VPMAX:
0.74
VTI:
3.06
VPMAX:
2.68
VTI:
13.06
VPMAX:
3.38%
VTI:
2.01%
VPMAX:
16.34%
VTI:
12.79%
VPMAX:
-48.32%
VTI:
-55.45%
VPMAX:
-9.40%
VTI:
-2.48%
Returns By Period
In the year-to-date period, VPMAX achieves a 7.95% return, which is significantly lower than VTI's 25.60% return. Over the past 10 years, VPMAX has underperformed VTI with an annualized return of 11.86%, while VTI has yielded a comparatively higher 12.55% annualized return.
VPMAX
7.95%
-6.63%
-5.53%
8.74%
10.84%
11.86%
VTI
25.60%
-0.53%
10.84%
25.91%
14.22%
12.55%
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VPMAX vs. VTI - Expense Ratio Comparison
VPMAX has a 0.31% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
VPMAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and Vanguard Total Stock Market ETF (VTI). 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
VPMAX vs. VTI - Dividend Comparison
VPMAX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 0.00% | 1.17% | 1.31% | 0.79% | 1.12% | 1.29% | 1.36% | 1.08% | 1.37% | 1.20% | 1.32% | 1.03% |
VTI Vanguard Total Stock Market ETF | 1.25% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VPMAX vs. VTI - Drawdown Comparison
The maximum VPMAX drawdown since its inception was -48.32%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VPMAX and VTI. For additional features, visit the drawdowns tool.
Volatility
VPMAX vs. VTI - Volatility Comparison
Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a higher volatility of 9.98% compared to Vanguard Total Stock Market ETF (VTI) at 3.98%. This indicates that VPMAX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.