VRVIX vs. VINIX
Compare and contrast key facts about Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
VRVIX is managed by Vanguard. It was launched on Dec 10, 2010. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRVIX or VINIX.
Correlation
The correlation between VRVIX and VINIX is 0.92, 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
VRVIX vs. VINIX - Performance Comparison
Key characteristics
VRVIX:
1.70
VINIX:
1.72
VRVIX:
2.42
VINIX:
2.31
VRVIX:
1.30
VINIX:
1.31
VRVIX:
2.38
VINIX:
2.62
VRVIX:
7.02
VINIX:
10.31
VRVIX:
2.63%
VINIX:
2.15%
VRVIX:
10.91%
VINIX:
12.92%
VRVIX:
-38.29%
VINIX:
-55.19%
VRVIX:
-1.18%
VINIX:
0.00%
Returns By Period
In the year-to-date period, VRVIX achieves a 6.07% return, which is significantly higher than VINIX's 4.63% return. Over the past 10 years, VRVIX has underperformed VINIX with an annualized return of 8.94%, while VINIX has yielded a comparatively higher 12.03% annualized return.
VRVIX
6.07%
2.53%
7.91%
18.98%
9.79%
8.94%
VINIX
4.63%
2.57%
8.84%
23.45%
12.57%
12.03%
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VRVIX vs. VINIX - Expense Ratio Comparison
VRVIX has a 0.07% expense ratio, which is higher than VINIX's 0.04% expense ratio. However, 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
VRVIX vs. VINIX — Risk-Adjusted Performance Rank
VRVIX
VINIX
VRVIX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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
VRVIX vs. VINIX - Dividend Comparison
VRVIX's dividend yield for the trailing twelve months is around 1.86%, more than VINIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | 1.86% | 1.98% | 2.10% | 2.24% | 1.68% | 2.25% | 2.30% | 2.60% | 2.21% | 2.43% | 2.42% | 2.13% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.21% | 1.27% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% |
Drawdowns
VRVIX vs. VINIX - Drawdown Comparison
The maximum VRVIX drawdown since its inception was -38.29%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VRVIX and VINIX. For additional features, visit the drawdowns tool.
Volatility
VRVIX vs. VINIX - Volatility Comparison
The current volatility for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) is 2.60%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 3.07%. This indicates that VRVIX experiences smaller price fluctuations and is considered to be less risky than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.