VTSAX vs. VGELX
VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) and VGELX (Vanguard Energy Opportunities Fund Admiral Shares) are both mutual funds - VTSAX is a Large Cap Blend Equities fund managed by Vanguard, while VGELX is a Energy Equities fund actively managed by Vanguard. Over the past 10 years, VTSAX returned 14.85%/yr vs 9.34%/yr for VGELX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. VTSAX charges 0.04%/yr vs 0.37%/yr for VGELX.
Performance
VTSAX vs. VGELX - Performance Comparison
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Returns By Period
In the year-to-date period, VTSAX achieves a 14.24% return, which is significantly lower than VGELX's 21.93% return. Over the past 10 years, VTSAX has outperformed VGELX with an annualized return of 14.85%, while VGELX has yielded a comparatively lower 9.34% annualized return.
VTSAX
- 1D
- 1.84%
- 1M
- 2.44%
- 6M
- 13.22%
- YTD
- 14.24%
- 1Y
- 24.57%
- 3Y*
- 21.12%
- 5Y*
- 12.30%
- 10Y*
- 14.85%
- ALL TIME*
- 9.16%
VGELX
- 1D
- -0.52%
- 1M
- 4.82%
- 6M
- 10.34%
- YTD
- 21.93%
- 1Y
- 31.43%
- 3Y*
- 26.26%
- 5Y*
- 23.29%
- 10Y*
- 9.34%
- ALL TIME*
- 9.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VTSAX vs. VGELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 14.24% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
VGELX Vanguard Energy Opportunities Fund Admiral Shares | 21.93% | 20.76% | 30.46% | 8.87% | 23.70% | 27.80% | -30.80% | 13.32% | -17.12% | 3.31% |
Correlation
The correlation between VTSAX and VGELX is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2001 | 0.64 |
The correlation between VTSAX and VGELX shifts across timeframes, from -0.02 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
VTSAX vs. VGELX - Sectors Allocation Comparison
Sectors
VTSAX
VGELX
Technology
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Financial Services
Industrials
-
Healthcare
-
Consumer Cyclical
-
Communication Services
-
Consumer Defensive
-
Energy
Real Estate
Utilities
Basic Materials
Technology
VTSAX
VGELX
-
Financial Services
VTSAX
VGELX
Industrials
VTSAX
VGELX
-
Healthcare
VTSAX
VGELX
-
Consumer Cyclical
VTSAX
VGELX
-
Communication Services
VTSAX
VGELX
-
Consumer Defensive
VTSAX
VGELX
-
Energy
VTSAX
VGELX
Real Estate
VTSAX
VGELX
Utilities
VTSAX
VGELX
Basic Materials
VTSAX
VGELX
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Return for Risk
VTSAX vs. VGELX — Risk / Return Rank
VTSAX
VGELX
VTSAX vs. VGELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Vanguard Energy Opportunities Fund Admiral Shares (VGELX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VTSAX | VGELX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.42 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 3.59 | -0.88 |
| Martin ratioReturn relative to average drawdown | 11.70 | 11.89 | -0.19 |
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Drawdowns
VTSAX vs. VGELX - Drawdown Comparison
The maximum VTSAX drawdown since its inception was -55.33%, smaller than the maximum VGELX drawdown of -65.22%. Use the drawdown chart below to compare losses from any high point for VTSAX and VGELX.
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Drawdown Indicators
| VTSAX | VGELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.33% | -65.22% | +9.89% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -8.75% | -0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -19.36% | -12.30% | -7.06% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -19.72% | -5.64% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -61.13% | +26.16% |
Current DrawdownCurrent decline from peak | 0.00% | -2.77% | +2.77% |
Average DrawdownAverage peak-to-trough decline | -8.95% | -19.04% | +10.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.63% | -0.57% |
Volatility
VTSAX vs. VGELX - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) is 4.12%, while Vanguard Energy Opportunities Fund Admiral Shares (VGELX) has a volatility of 4.50%. This indicates that VTSAX experiences smaller price fluctuations and is considered to be less risky than VGELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTSAX | VGELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 4.50% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 10.74% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.21% | 12.99% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 18.66% | -1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 23.06% | -4.64% |
VTSAX vs. VGELX - Expense Ratio Comparison
VTSAX has a 0.04% expense ratio, which is lower than VGELX's 0.37% expense ratio.
Dividends
VTSAX vs. VGELX - Dividend Comparison
VTSAX's dividend yield for the trailing twelve months is around 1.02%, less than VGELX's 7.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGELX Vanguard Energy Opportunities Fund Admiral Shares | 7.09% | 4.79% | 34.15% | 6.91% | 4.71% | 3.70% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.02% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
VTSAX and VGELX have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGELX has higher volatility (4.50%) compared to VTSAX (4.12%). In terms of maximum drawdown, VTSAX dropped -55.33% vs VGELX's -65.22%.
VGELX currently has the higher Sharpe Ratio (2.42 vs 1.84), 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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