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VTI vs. VWENX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VTI vs. VWENX

Last updated Jun 9, 2026

VTI (Vanguard Total Stock Market ETF) and VWENX (Vanguard Wellington Fund Admiral Shares) are both funds - VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index, while VWENX is a Diversified Portfolio fund actively managed by Vanguard. VTI is passively managed, while VWENX is actively managed. Over the past 10 years, VTI returned 14.84%/yr vs 9.96%/yr for VWENX. Their correlation of 0.94 suggests significant overlap in exposure. VTI charges 0.03%/yr vs 0.16%/yr for VWENX.

Performance

VTI vs. VWENX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Stock Market ETF (VTI) and Vanguard Wellington Fund Admiral Shares (VWENX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VTI achieves a 9.05% return, which is significantly higher than VWENX's 4.58% return. Over the past 10 years, VTI has outperformed VWENX with an annualized return of 14.84%, while VWENX has yielded a comparatively lower 9.96% annualized return.

VTI

1D
0.30%
1M
0.44%
YTD
9.05%
6M
8.94%
1Y
24.96%
3Y*
21.05%
5Y*
12.25%
10Y*
14.84%

VWENX

1D
-2.04%
1M
-0.52%
YTD
4.58%
6M
4.98%
1Y
17.54%
3Y*
14.75%
5Y*
8.39%
10Y*
9.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTI vs. VWENX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VTI
Vanguard Total Stock Market ETF		9.05%17.10%23.81%26.05%-19.52%25.68%21.08%30.67%-5.23%21.21%
VWENX
Vanguard Wellington Fund Admiral Shares		4.58%16.63%14.82%14.40%-14.31%19.09%10.66%22.61%-3.35%14.05%

Correlation

The correlation between VTI and VWENX is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.96

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2001

0.94

The correlation between VTI and VWENX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.

VTI vs. VWENX - Sectors Allocation Comparison

Sectors
VTI
VWENX

Technology

33.5%
31.8%

Financial Services

12.0%
10.6%

Communication Services

10.3%
12.3%

Consumer Cyclical

10.0%
10.9%

Industrials

9.8%
8.5%

Healthcare

9.2%
9.8%

Consumer Defensive

4.7%
4.4%

Energy

3.7%
4.4%

Real Estate

2.4%
2.6%

Utilities

2.3%
2.5%

Basic Materials

2.0%
2.1%

Technology

VTI
33.5%
VWENX
31.8%

Financial Services

VTI
12.0%
VWENX
10.6%

Communication Services

VTI
10.3%
VWENX
12.3%

Consumer Cyclical

VTI
10.0%
VWENX
10.9%

Industrials

VTI
9.8%
VWENX
8.5%

Healthcare

VTI
9.2%
VWENX
9.8%

Consumer Defensive

VTI
4.7%
VWENX
4.4%

Energy

VTI
3.7%
VWENX
4.4%

Real Estate

VTI
2.4%
VWENX
2.6%

Utilities

VTI
2.3%
VWENX
2.5%

Basic Materials

VTI
2.0%
VWENX
2.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Vanguard Total Stock Market ETF

Vanguard Wellington Fund Admiral Shares

Often compared with VTI:
VTI vs. VOOVTI vs. VXUSVTI vs. SPYVTI vs. VTVTI vs. SCHDVTI vs. FZROXVTI vs. QQQ
Often compared with VWENX:
VWENX vs. VWELXVWENX vs. VWIAXVWENX vs. VWINXVWENX vs. VGWAXVWENX vs. VTSAXVWENX vs. SWOBXVWENX vs. SPY

Return for Risk

VTI vs. VWENX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VTI
VTI Risk / Return Rank: 6868
Overall Rank
VTI Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6666
Sortino Ratio Rank
VTI Omega Ratio Rank: 6868
Omega Ratio Rank
VTI Calmar Ratio Rank: 6262
Calmar Ratio Rank
VTI Martin Ratio Rank: 7575
Martin Ratio Rank
VWENX
VWENX Risk / Return Rank: 5555
Overall Rank
VWENX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
VWENX Sortino Ratio Rank: 5050
Sortino Ratio Rank
VWENX Omega Ratio Rank: 5454
Omega Ratio Rank
VWENX Calmar Ratio Rank: 5353
Calmar Ratio Rank
VWENX Martin Ratio Rank: 6666
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.

VTI vs. VWENX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market ETF (VTI) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.

VTIVWENXDifference
Sharpe ratioReturn per unit of total volatility
2.02
2.10

-0.08

Sortino ratioReturn per unit of downside risk
2.73
2.89

-0.16

Omega ratioGain probability vs. loss probability

1.36

1.39

-0.03

Calmar ratioReturn relative to maximum drawdown

2.81

2.69

+0.13

Martin ratioReturn relative to average drawdown

12.85

12.39

+0.46

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VTI vs. VWENX - Sharpe Ratio Comparison

The current VTI Sharpe Ratio is 2.02, which is comparable to the VWENX Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of VTI and VWENX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

VTIVWENXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.02

2.10

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.75

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

0.86

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.67

-0.17

Drawdowns

VTI vs. VWENX - Drawdown Comparison

The maximum VTI drawdown since its inception was -55.45%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for VTI and VWENX.

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Drawdown Indicators

VTIVWENXDifference

Max Drawdown

Largest peak-to-trough decline

-55.45%

-36.02%

-19.43%

Max Drawdown (1Y)

Largest decline over 1 year

-8.92%

-6.77%

-2.15%

Max Drawdown (3Y)

Largest decline over 3 years

-19.30%

-11.98%

-7.32%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

-20.84%

-4.52%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

-25.33%

-9.67%

Current Drawdown

Current decline from peak

-2.64%

-2.41%

-0.23%

Average Drawdown

Average peak-to-trough decline

-8.02%

-4.35%

-3.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.95%

1.46%

+0.49%

Volatility

VTI vs. VWENX - Volatility Comparison

Vanguard Total Stock Market ETF (VTI) has a higher volatility of 3.88% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 3.13%. This indicates that VTI's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

VTIVWENXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.88%

3.13%

+0.75%

Volatility (6M)

Calculated over the trailing 6-month period

9.55%

7.01%

+2.54%

Volatility (1Y)

Calculated over the trailing 1-year period

12.44%

8.68%

+3.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.44%

11.17%

+6.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.33%

11.55%

+6.78%

VTI vs. VWENX - Expense Ratio Comparison

VTI has a 0.03% expense ratio, which is lower than VWENX's 0.16% 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%.

Dividends

VTI vs. VWENX - Dividend Comparison

VTI's dividend yield for the trailing twelve months is around 1.03%, less than VWENX's 11.10% yield.

PositionTTM20252024202320222021202020192018201720162015
VTI
Vanguard Total Stock Market ETF		1.03%1.12%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%
VWENX
Vanguard Wellington Fund Admiral Shares		11.10%11.55%10.85%6.08%8.28%8.72%7.85%4.74%9.58%5.88%4.53%6.58%

Frequently Asked Questions

With a correlation of 0.96, VTI and VWENX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VTI has higher volatility (3.88%) compared to VWENX (3.13%). In terms of maximum drawdown, VTI dropped -55.45% vs VWENX's -36.02%.

VWENX currently has the higher Sharpe Ratio (2.10 vs 2.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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