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VUIAX vs. VTSAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VUIAX vs. VTSAX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Utilities Index Fund Admiral Shares (VUIAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).

VUIAX is managed by Vanguard. It was launched on Apr 28, 2004. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUIAX or VTSAX.

Correlation

The correlation between VUIAX and VTSAX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

VUIAX vs. VTSAX - Performance Comparison

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

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Key characteristics

Returns By Period

VUIAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VTSAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VUIAX vs. VTSAX - Expense Ratio Comparison

VUIAX has a 0.10% expense ratio, which is higher than VTSAX's 0.04% 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%.

VUIAX
Vanguard Utilities Index Fund Admiral Shares
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares

Risk-Adjusted Performance

VUIAX vs. VTSAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VUIAX
The Risk-Adjusted Performance Rank of VUIAX is 8484
Overall Rank
The Sharpe Ratio Rank of VUIAX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of VUIAX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of VUIAX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of VUIAX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of VUIAX is 8686
Martin Ratio Rank
VTSAX
The Risk-Adjusted Performance Rank of VTSAX is 6161
Overall Rank
The Sharpe Ratio Rank of VTSAX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of VTSAX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VTSAX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VTSAX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VTSAX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VUIAX vs. VTSAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities Index Fund Admiral Shares (VUIAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.

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Dividends

VUIAX vs. VTSAX - Dividend Comparison

VUIAX's dividend yield for the trailing twelve months is around 2.91%, while VTSAX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
VUIAX
Vanguard Utilities Index Fund Admiral Shares		2.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VUIAX vs. VTSAX - Drawdown Comparison

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Volatility

VUIAX vs. VTSAX - Volatility Comparison

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