VTWAX vs. VITAX
Compare and contrast key facts about Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VTWAX is managed by Vanguard. It was launched on Feb 7, 2019. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Performance
VTWAX vs. VITAX - Performance Comparison
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VTWAX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | -4.69% | 22.43% | 16.43% | 21.85% | -18.02% | 18.17% | 16.67% | 17.53% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 34.97% |
Returns By Period
In the year-to-date period, VTWAX achieves a -4.69% return, which is significantly higher than VITAX's -11.14% return.
VTWAX
- 1D
- -0.36%
- 1M
- -9.09%
- YTD
- -4.69%
- 6M
- -1.73%
- 1Y
- 17.91%
- 3Y*
- 15.64%
- 5Y*
- 8.82%
- 10Y*
- —
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
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VTWAX vs. VITAX - Expense Ratio Comparison
Both VTWAX and VITAX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VTWAX vs. VITAX — Risk / Return Rank
VTWAX
VITAX
VTWAX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.
| VTWAX | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.87 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.39 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.26 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.38 | 3.92 | +2.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VTWAX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.87 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.56 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.59 | +0.06 |
Correlation
The correlation between VTWAX and VITAX is 0.86, 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.
Dividends
VTWAX vs. VITAX - Dividend Comparison
VTWAX's dividend yield for the trailing twelve months is around 1.85%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.85% | 1.80% | 1.92% | 2.06% | 2.17% | 1.79% | 1.64% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
VTWAX vs. VITAX - Drawdown Comparison
The maximum VTWAX drawdown since its inception was -34.20%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VTWAX and VITAX.
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Drawdown Indicators
| VTWAX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.20% | -54.81% | +20.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -16.38% | +4.65% |
Max Drawdown (5Y)Largest decline over 5 years | -26.40% | -35.10% | +8.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -9.64% | -16.38% | +6.74% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -8.06% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 5.24% | -2.74% |
Volatility
VTWAX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) is 5.09%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.70%. This indicates that VTWAX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTWAX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 6.70% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 15.84% | -6.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.55% | 27.38% | -10.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 25.22% | -9.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.27% | 24.69% | -6.42% |