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VSTSX vs. FNSTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VSTSX vs. FNSTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Fidelity Infrastructure Fund (FNSTX). The values are adjusted to include any dividend payments, if applicable.

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VSTSX vs. FNSTX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VSTSX
Vanguard Total Stock Market Index Fund Institutional Select Shares
-3.97%17.16%23.27%26.54%-19.49%25.75%21.02%5.38%
FNSTX
Fidelity Infrastructure Fund
5.18%27.42%14.43%8.44%-7.59%7.58%12.80%5.49%

Returns By Period

In the year-to-date period, VSTSX achieves a -3.97% return, which is significantly lower than FNSTX's 5.18% return.


VSTSX

1D
2.97%
1M
-5.09%
YTD
-3.97%
6M
-1.95%
1Y
17.75%
3Y*
17.87%
5Y*
10.51%
10Y*

FNSTX

1D
1.79%
1M
-4.75%
YTD
5.18%
6M
6.72%
1Y
26.55%
3Y*
16.58%
5Y*
10.34%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VSTSX vs. FNSTX - Expense Ratio Comparison

VSTSX has a 0.01% expense ratio, which is lower than FNSTX's 1.00% expense ratio.


Return for Risk

VSTSX vs. FNSTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSTSX
VSTSX Risk / Return Rank: 5959
Overall Rank
VSTSX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
VSTSX Sortino Ratio Rank: 5353
Sortino Ratio Rank
VSTSX Omega Ratio Rank: 5555
Omega Ratio Rank
VSTSX Calmar Ratio Rank: 6363
Calmar Ratio Rank
VSTSX Martin Ratio Rank: 7575
Martin Ratio Rank

FNSTX
FNSTX Risk / Return Rank: 8787
Overall Rank
FNSTX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FNSTX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FNSTX Omega Ratio Rank: 7979
Omega Ratio Rank
FNSTX Calmar Ratio Rank: 9595
Calmar Ratio Rank
FNSTX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VSTSX vs. FNSTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Fidelity Infrastructure Fund (FNSTX). 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.


VSTSXFNSTXDifference

Sharpe ratio

Return per unit of total volatility

0.98

1.69

-0.71

Sortino ratio

Return per unit of downside risk

1.50

2.20

-0.70

Omega ratio

Gain probability vs. loss probability

1.23

1.32

-0.09

Calmar ratio

Return relative to maximum drawdown

1.51

3.31

-1.79

Martin ratio

Return relative to average drawdown

7.25

11.29

-4.04

VSTSX vs. FNSTX - Sharpe Ratio Comparison

The current VSTSX Sharpe Ratio is 0.98, which is lower than the FNSTX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of VSTSX and FNSTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VSTSXFNSTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

1.69

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.70

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.60

+0.12

Correlation

The correlation between VSTSX and FNSTX is 0.71, 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

VSTSX vs. FNSTX - Dividend Comparison

VSTSX's dividend yield for the trailing twelve months is around 1.19%, less than FNSTX's 3.95% yield.


TTM202520242023202220212020201920182017
VSTSX
Vanguard Total Stock Market Index Fund Institutional Select Shares
1.19%1.13%1.27%1.43%1.67%1.23%1.44%1.79%2.07%1.74%
FNSTX
Fidelity Infrastructure Fund
3.95%4.16%1.59%1.85%1.35%0.63%0.80%0.36%0.00%0.00%

Drawdowns

VSTSX vs. FNSTX - Drawdown Comparison

The maximum VSTSX drawdown since its inception was -34.97%, roughly equal to the maximum FNSTX drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for VSTSX and FNSTX.


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Drawdown Indicators


VSTSXFNSTXDifference

Max Drawdown

Largest peak-to-trough decline

-34.97%

-35.82%

+0.85%

Max Drawdown (1Y)

Largest decline over 1 year

-12.41%

-8.43%

-3.98%

Max Drawdown (5Y)

Largest decline over 5 years

-25.35%

-21.97%

-3.38%

Current Drawdown

Current decline from peak

-6.21%

-5.82%

-0.39%

Average Drawdown

Average peak-to-trough decline

-4.97%

-5.25%

+0.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

2.47%

+0.12%

Volatility

VSTSX vs. FNSTX - Volatility Comparison

The current volatility for Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) is 5.49%, while Fidelity Infrastructure Fund (FNSTX) has a volatility of 6.85%. This indicates that VSTSX experiences smaller price fluctuations and is considered to be less risky than FNSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VSTSXFNSTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.49%

6.85%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

9.79%

12.50%

-2.71%

Volatility (1Y)

Calculated over the trailing 1-year period

18.61%

16.11%

+2.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.37%

14.94%

+2.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.86%

18.80%

+0.06%