VSTSX vs. VIIIX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
VSTSX is managed by Vanguard. It was launched on Jun 27, 2016. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTSX or VIIIX.
Performance
VSTSX vs. VIIIX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VSTSX having a 26.31% return and VIIIX slightly higher at 26.33%.
VSTSX
26.31%
4.04%
14.05%
33.69%
15.23%
N/A
VIIIX
26.33%
3.09%
13.27%
30.93%
13.62%
12.09%
Key characteristics
| VSTSX | VIIIX | |
|---|---|---|
| Sharpe Ratio | 2.68 | 2.51 |
| Sortino Ratio | 3.58 | 3.37 |
| Omega Ratio | 1.49 | 1.46 |
| Calmar Ratio | 3.93 | 3.66 |
| Martin Ratio | 17.13 | 16.16 |
| Ulcer Index | 1.97% | 1.91% |
| Daily Std Dev | 12.55% | 12.30% |
| Max Drawdown | -52.42% | -55.18% |
| Current Drawdown | -0.28% | -0.46% |
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VSTSX vs. VIIIX - Expense Ratio Comparison
VSTSX has a 0.01% expense ratio, which is lower than VIIIX's 0.02% 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%.
Correlation
The correlation between VSTSX and VIIIX 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.
Risk-Adjusted Performance
VSTSX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
VSTSX vs. VIIIX - Dividend Comparison
VSTSX's dividend yield for the trailing twelve months is around 1.26%, which matches VIIIX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.26% | 1.44% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 1.11% | 0.00% | 0.00% | 0.00% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.26% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% | 1.87% |
Drawdowns
VSTSX vs. VIIIX - Drawdown Comparison
The maximum VSTSX drawdown since its inception was -52.42%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for VSTSX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
VSTSX vs. VIIIX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) has a higher volatility of 4.18% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 3.96%. This indicates that VSTSX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.