VUIAX vs. VITAX
Compare and contrast key facts about Vanguard Utilities Index Fund Admiral Shares (VUIAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VUIAX is managed by Vanguard. It was launched on Apr 28, 2004. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUIAX or VITAX.
Key characteristics
| VUIAX | VITAX | |
|---|---|---|
| YTD Return | 26.73% | 17.33% |
| 1Y Return | 26.04% | 33.73% |
| 3Y Return (Ann) | 9.25% | 11.48% |
| 5Y Return (Ann) | 7.15% | 22.13% |
| 10Y Return (Ann) | 9.74% | 20.12% |
| Sharpe Ratio | 1.50 | 1.49 |
| Daily Std Dev | 16.96% | 21.01% |
| Max Drawdown | -46.28% | -54.81% |
| Current Drawdown | 0.00% | -6.78% |
Correlation
The correlation between VUIAX and VITAX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VUIAX vs. VITAX - Performance Comparison
In the year-to-date period, VUIAX achieves a 26.73% return, which is significantly higher than VITAX's 17.33% return. Over the past 10 years, VUIAX has underperformed VITAX with an annualized return of 9.74%, while VITAX has yielded a comparatively higher 20.12% annualized return. 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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VUIAX vs. VITAX - Expense Ratio Comparison
Both VUIAX 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%.
Risk-Adjusted Performance
VUIAX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities Index Fund Admiral Shares (VUIAX) 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.
Dividends
VUIAX vs. VITAX - Dividend Comparison
VUIAX's dividend yield for the trailing twelve months is around 2.85%, more than VITAX's 0.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.85% | 3.49% | 2.98% | 2.70% | 3.17% | 2.82% | 3.23% | 3.18% | 3.19% | 3.64% | 3.02% | 3.76% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.65% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
VUIAX vs. VITAX - Drawdown Comparison
The maximum VUIAX drawdown since its inception was -46.28%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VUIAX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VUIAX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Utilities Index Fund Admiral Shares (VUIAX) is 2.69%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 7.46%. This indicates that VUIAX 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.