PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
VTSAX vs. VITSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VTSAX vs. VITSX

Last updated Aug 2, 2026
Documentation

VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) and VITSX (Vanguard Total Stock Market Index Fund Institutional Shares) are both Large Cap Blend Equities funds from Vanguard. Over the past 10 years, VTSAX returned 14.47%/yr vs 14.48%/yr for VITSX. Their 1.00 correlation means they have historically moved very closely together. VTSAX charges 0.04%/yr vs 0.03%/yr for VITSX.

Performance

VTSAX vs. VITSX - Performance Comparison

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

Loading charts...

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with VTSAX at 9.87% and VITSX at 9.87%. Both investments have delivered pretty close results over the past 10 years, with VTSAX having a 14.47% annualized return and VITSX not far ahead at 14.48%.

VTSAX

1D
1.63%
1M
-0.77%
6M
8.16%
YTD
9.87%
1Y
21.10%
3Y*
18.58%
5Y*
11.61%
10Y*
14.47%
ALL TIME*
9.00%

VITSX

1D
1.62%
1M
-0.78%
6M
8.16%
YTD
9.87%
1Y
21.11%
3Y*
18.59%
5Y*
11.62%
10Y*
14.48%
ALL TIME*
9.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

VITSX

Vanguard Total Stock Market Index Fund Institutional Shares
$0.00$0.00$0.00

VTSAX

Vanguard Total Stock Market Index Fund Admiral Shares
$0.00$0.00$0.00

VTSAX vs. VITSX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		9.87%17.12%23.23%26.51%-19.52%25.72%20.98%30.79%-5.18%21.16%
VITSX
Vanguard Total Stock Market Index Fund Institutional Shares		9.87%17.14%23.25%26.51%-19.51%25.74%20.99%30.80%-5.18%21.16%

Correlation

The correlation between VTSAX and VITSX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

1.00

Correlation (3Y)
Balances recent behavior with more history.

1.00

Correlation (5Y)
Shows whether the relationship held over a longer period.

1.00

Correlation (10Y)
Provides a long-term view across more market conditions.

1.00

Correlation (All Time)
Calculated using the full available price history since Nov 13, 2000

1.00

The correlation between VTSAX and VITSX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

VTSAX vs. VITSX - Sectors Allocation Comparison

Sectors
VTSAX
VITSX

Technology

36.1%
36.1%

Financial Services

11.8%
11.8%

Industrials

10.2%
10.2%

Healthcare

9.7%
9.7%

Consumer Cyclical

9.4%
9.4%

Communication Services

9.1%
9.1%

Consumer Defensive

4.3%
4.3%

Energy

3.2%
3.2%

Real Estate

2.3%
2.3%

Utilities

2.2%
2.2%

Basic Materials

1.9%
1.9%

Technology

VTSAX
36.1%
VITSX
36.1%

Financial Services

VTSAX
11.8%
VITSX
11.8%

Industrials

VTSAX
10.2%
VITSX
10.2%

Healthcare

VTSAX
9.7%
VITSX
9.7%

Consumer Cyclical

VTSAX
9.4%
VITSX
9.4%

Communication Services

VTSAX
9.1%
VITSX
9.1%

Consumer Defensive

VTSAX
4.3%
VITSX
4.3%

Energy

VTSAX
3.2%
VITSX
3.2%

Real Estate

VTSAX
2.3%
VITSX
2.3%

Utilities

VTSAX
2.2%
VITSX
2.2%

Basic Materials

VTSAX
1.9%
VITSX
1.9%

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 Index Fund Admiral Shares

Vanguard Total Stock Market Index Fund Institutional Shares

Often compared with VTSAX:
VTSAX vs. VOOVTSAX vs. VTIAXVTSAX vs. SWTSXVTSAX vs. VTIVTSAX vs. FSKAXVTSAX vs. SPYVTSAX vs. VTWAX
Often compared with VITSX:
VITSX vs. VINIXVITSX vs. VTIVITSX vs. SWPPXVITSX vs. VOOVITSX vs. VTIAXVITSX vs. TRLGXVITSX vs. VTMNX

Return for Risk

VTSAX vs. VITSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
VTSAX
VTSAX Risk / Return Rank: 6464
Overall Rank
VTSAX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
VTSAX Sortino Ratio Rank: 5858
Sortino Ratio Rank
VTSAX Omega Ratio Rank: 5858
Omega Ratio Rank
VTSAX Calmar Ratio Rank: 6767
Calmar Ratio Rank
VTSAX Martin Ratio Rank: 7878
Martin Ratio Rank
VITSX
VITSX Risk / Return Rank: 6464
Overall Rank
VITSX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
VITSX Sortino Ratio Rank: 5858
Sortino Ratio Rank
VITSX Omega Ratio Rank: 5757
Omega Ratio Rank
VITSX Calmar Ratio Rank: 6666
Calmar Ratio Rank
VITSX Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VTSAX vs. VITSX - 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 Total Stock Market Index Fund Institutional Shares (VITSX). 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.

VTSAXVITSXDifference
Sharpe ratioReturn per unit of total volatility
1.43
1.43

0.00

Sortino ratioReturn per unit of downside risk
2.00
2.00

0.00

Omega ratioGain probability vs. loss probability

1.25

1.25

0.00

Calmar ratioReturn relative to maximum drawdown

2.10

2.10

0.00

Martin ratioReturn relative to average drawdown

9.09

9.09

0.00

VTSAX vs. VITSX - Sharpe Ratio Comparison

The current VTSAX Sharpe Ratio is 1.43, which is comparable to the VITSX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of VTSAX and VITSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

VTSAX vs. VITSX - Drawdown Comparison

The maximum VTSAX drawdown since its inception was -55.33%, roughly equal to the maximum VITSX drawdown of -55.30%. Use the drawdown chart below to compare losses from any high point for VTSAX and VITSX.

Loading charts...

Drawdown Indicators

VTSAXVITSXDifference

Max Drawdown

Largest peak-to-trough decline

-55.33%

-55.30%

-0.03%

Max Drawdown (1Y)

Largest decline over 1 year

-8.92%

-8.92%

0.00%

Max Drawdown (3Y)

Largest decline over 3 years

-19.36%

-19.36%

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

-25.36%

0.00%

Max Drawdown (10Y)

Largest decline over 10 years

-34.97%

-34.97%

0.00%

Current Drawdown

Current decline from peak

-1.88%

-1.89%

+0.01%

Average Drawdown

Average peak-to-trough decline

-8.96%

-10.02%

+1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

2.06%

0.00%

Volatility

VTSAX vs. VITSX - Volatility Comparison

Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) have volatilities of 3.41% and 3.40%, 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.

Loading charts...

Volatility by Period

VTSAXVITSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

3.40%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

10.27%

10.27%

0.00%

Volatility (1Y)

Calculated over the trailing 1-year period

13.13%

13.13%

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.47%

17.47%

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.41%

18.41%

0.00%

VTSAX vs. VITSX - Expense Ratio Comparison

VTSAX has a 0.04% expense ratio, which is higher than VITSX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

VTSAX vs. VITSX - Dividend Comparison

VTSAX's dividend yield for the trailing twelve months is around 1.06%, which matches VITSX's 1.06% yield.

PositionTTM20252024202320222021202020192018201720162015
VITSX
Vanguard Total Stock Market Index Fund Institutional Shares		1.06%1.12%1.27%1.43%1.66%1.21%1.42%1.77%2.04%1.71%1.93%1.99%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		1.06%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

With a correlation of 1.00, VTSAX and VITSX 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.

VTSAX has higher volatility (3.41%) compared to VITSX (3.40%). In terms of maximum drawdown, VTSAX dropped -55.33% vs VITSX's -55.30%.

VITSX currently has the higher Sharpe Ratio (1.43 vs 1.43), 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.

Portfolio Optimizer

Find the right allocation for VTSAX and VITSX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer