VTSAX vs. VITSX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX).
VTSAX is managed by Vanguard. It was launched on Nov 13, 2000. VITSX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTSAX or VITSX.
Key characteristics
| VTSAX | VITSX | |
|---|---|---|
| YTD Return | 18.16% | 18.16% |
| 1Y Return | 26.17% | 26.18% |
| 3Y Return (Ann) | 7.73% | 7.73% |
| 5Y Return (Ann) | 15.15% | 15.14% |
| 10Y Return (Ann) | 12.33% | 12.32% |
| Sharpe Ratio | 2.04 | 2.04 |
| Daily Std Dev | 12.77% | 12.77% |
| Max Drawdown | -55.34% | -55.31% |
| Current Drawdown | -0.24% | -0.24% |
Correlation
The correlation between VTSAX and VITSX 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
VTSAX vs. VITSX - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with VTSAX at 18.16% and VITSX at 18.16%. Both investments have delivered pretty close results over the past 10 years, with VTSAX having a 12.33% annualized return and VITSX not far behind at 12.32%. 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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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%.
Risk-Adjusted Performance
VTSAX vs. VITSX - Risk-Adjusted Performance 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.
Dividends
VTSAX vs. VITSX - Dividend Comparison
VTSAX's dividend yield for the trailing twelve months is around 1.31%, which matches VITSX's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.31% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.77% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% | 1.75% |
Drawdowns
VTSAX vs. VITSX - Drawdown Comparison
The maximum VTSAX drawdown since its inception was -55.34%, roughly equal to the maximum VITSX drawdown of -55.31%. Use the drawdown chart below to compare losses from any high point for VTSAX and VITSX. For additional features, visit the drawdowns tool.
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 5.69% and 5.71%, 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.