VTPSX vs. VTIAX
Compare and contrast key facts about Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX).
VTPSX is managed by Vanguard. It was launched on Nov 30, 2010. VTIAX is managed by Vanguard. It was launched on Nov 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTPSX or VTIAX.
Key characteristics
| VTPSX | VTIAX | |
|---|---|---|
| YTD Return | 7.12% | 7.10% |
| 1Y Return | 17.49% | 17.44% |
| 3Y Return (Ann) | 0.60% | 0.56% |
| 5Y Return (Ann) | 5.65% | 5.61% |
| 10Y Return (Ann) | 4.98% | 4.94% |
| Sharpe Ratio | 1.44 | 1.43 |
| Sortino Ratio | 2.04 | 2.03 |
| Omega Ratio | 1.25 | 1.25 |
| Calmar Ratio | 1.24 | 1.23 |
| Martin Ratio | 8.07 | 8.03 |
| Ulcer Index | 2.18% | 2.19% |
| Daily Std Dev | 12.24% | 12.27% |
| Max Drawdown | -35.77% | -35.83% |
| Current Drawdown | -6.44% | -6.44% |
Correlation
The correlation between VTPSX and VTIAX 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
VTPSX vs. VTIAX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VTPSX having a 7.12% return and VTIAX slightly lower at 7.10%. Both investments have delivered pretty close results over the past 10 years, with VTPSX having a 4.98% annualized return and VTIAX not far behind at 4.94%. 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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VTPSX vs. VTIAX - Expense Ratio Comparison
VTPSX has a 0.07% expense ratio, which is lower than VTIAX's 0.11% 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
VTPSX vs. VTIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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
VTPSX vs. VTIAX - Dividend Comparison
VTPSX's dividend yield for the trailing twelve months is around 2.99%, more than VTIAX's 2.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTPSX Vanguard Total International Stock Index Fund Institutional Plus Shares | 2.99% | 3.25% | 3.09% | 3.09% | 2.13% | 3.08% | 3.20% | 2.77% | 2.97% | 2.89% | 3.44% | 2.74% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 2.96% | 3.21% | 3.05% | 3.05% | 2.10% | 3.04% | 3.17% | 2.74% | 2.93% | 2.84% | 3.40% | 2.71% |
Drawdowns
VTPSX vs. VTIAX - Drawdown Comparison
The maximum VTPSX drawdown since its inception was -35.77%, roughly equal to the maximum VTIAX drawdown of -35.83%. Use the drawdown chart below to compare losses from any high point for VTPSX and VTIAX. For additional features, visit the drawdowns tool.
Volatility
VTPSX vs. VTIAX - Volatility Comparison
Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) have volatilities of 3.91% and 3.92%, 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.