VSTSX vs. VTI
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Vanguard Total Stock Market ETF (VTI).
VSTSX is managed by Vanguard. It was launched on Jun 27, 2016. 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: VSTSX or VTI.
Key characteristics
| VSTSX | VTI | |
|---|---|---|
| YTD Return | 17.66% | 17.69% |
| 1Y Return | 25.82% | 25.82% |
| 3Y Return (Ann) | 8.24% | 8.20% |
| 5Y Return (Ann) | 14.40% | 14.39% |
| Sharpe Ratio | 2.05 | 2.06 |
| Daily Std Dev | 13.13% | 13.08% |
| Max Drawdown | -52.42% | -55.45% |
| Current Drawdown | -0.68% | -0.67% |
Correlation
The correlation between VSTSX and VTI is 1.00, 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
VSTSX vs. VTI - Performance Comparison
The year-to-date returns for both investments are quite close, with VSTSX having a 17.66% return and VTI slightly higher at 17.69%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSTSX vs. VTI - Expense Ratio Comparison
VSTSX has a 0.01% expense ratio, which is lower than VTI's 0.03% 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%.
Risk-Adjusted Performance
VSTSX vs. VTI - 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 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
VSTSX vs. VTI - Dividend Comparison
VSTSX's dividend yield for the trailing twelve months is around 1.32%, which matches VTI's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.32% | 1.44% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 1.11% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VSTSX vs. VTI - Drawdown Comparison
The maximum VSTSX drawdown since its inception was -52.42%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VSTSX and VTI. For additional features, visit the drawdowns tool.
Volatility
VSTSX vs. VTI - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.47% and 4.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.