VTSNX vs. VTPSX
Compare and contrast key facts about Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) and Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX).
VTSNX is managed by Vanguard. It was launched on Nov 29, 2010. VTPSX is managed by Vanguard. It was launched on Nov 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTSNX or VTPSX.
Key characteristics
| VTSNX | VTPSX | |
|---|---|---|
| YTD Return | 7.11% | 7.12% |
| 1Y Return | 17.49% | 17.49% |
| 3Y Return (Ann) | 0.59% | 0.60% |
| 5Y Return (Ann) | 5.64% | 5.65% |
| 10Y Return (Ann) | 4.96% | 4.98% |
| Sharpe Ratio | 1.44 | 1.44 |
| Sortino Ratio | 2.03 | 2.04 |
| Omega Ratio | 1.25 | 1.25 |
| Calmar Ratio | 1.24 | 1.24 |
| Martin Ratio | 8.07 | 8.07 |
| Ulcer Index | 2.18% | 2.18% |
| Daily Std Dev | 12.25% | 12.24% |
| Max Drawdown | -35.78% | -35.77% |
| Current Drawdown | -6.43% | -6.44% |
Correlation
The correlation between VTSNX and VTPSX 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
VTSNX vs. VTPSX - Performance Comparison
The year-to-date returns for both investments are quite close, with VTSNX having a 7.11% return and VTPSX slightly higher at 7.12%. Both investments have delivered pretty close results over the past 10 years, with VTSNX having a 4.96% annualized return and VTPSX not far ahead at 4.98%. 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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VTSNX vs. VTPSX - Expense Ratio Comparison
VTSNX has a 0.08% expense ratio, which is higher than VTPSX's 0.07% 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
VTSNX vs. VTPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) and Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX). 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
VTSNX vs. VTPSX - Dividend Comparison
VTSNX's dividend yield for the trailing twelve months is around 2.98%, which matches VTPSX's 2.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSNX Vanguard Total International Stock Index Fund Institutional Shares | 2.98% | 3.24% | 3.08% | 3.08% | 2.13% | 3.07% | 3.19% | 2.75% | 2.95% | 2.86% | 3.42% | 2.72% |
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% |
Drawdowns
VTSNX vs. VTPSX - Drawdown Comparison
The maximum VTSNX drawdown since its inception was -35.78%, roughly equal to the maximum VTPSX drawdown of -35.77%. Use the drawdown chart below to compare losses from any high point for VTSNX and VTPSX. For additional features, visit the drawdowns tool.
Volatility
VTSNX vs. VTPSX - Volatility Comparison
Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) and Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) have volatilities of 3.91% and 3.91%, 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.