WIREX vs. VITAX
Compare and contrast key facts about Wireless Fund (WIREX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
WIREX is managed by Wireless. It was launched on Apr 3, 2000. 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
WIREX vs. VITAX - Performance Comparison
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WIREX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WIREX Wireless Fund | -11.18% | 26.45% | 38.24% | 57.70% | -34.76% | 23.22% | 41.12% | 37.03% | -4.60% | 29.76% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Returns By Period
The year-to-date returns for both investments are quite close, with WIREX having a -11.18% return and VITAX slightly higher at -11.14%. Over the past 10 years, WIREX has underperformed VITAX with an annualized return of 17.28%, while VITAX has yielded a comparatively higher 20.84% annualized return.
WIREX
- 1D
- -1.51%
- 1M
- -9.44%
- YTD
- -11.18%
- 6M
- -9.46%
- 1Y
- 28.92%
- 3Y*
- 26.56%
- 5Y*
- 14.08%
- 10Y*
- 17.28%
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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WIREX vs. VITAX - Expense Ratio Comparison
WIREX has a 1.95% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Return for Risk
WIREX vs. VITAX — Risk / Return Rank
WIREX
VITAX
WIREX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wireless Fund (WIREX) 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.
| WIREX | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.87 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.39 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.26 | +0.31 |
Martin ratioReturn relative to average drawdown | 5.25 | 3.92 | +1.32 |
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
| WIREX | 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 | 0.01 | 0.56 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.85 | -0.84 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.59 | -0.58 |
Correlation
The correlation between WIREX and VITAX is 0.90, 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
WIREX vs. VITAX - Dividend Comparison
WIREX's dividend yield for the trailing twelve months is around 3.83%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIREX Wireless Fund | 3.83% | 3.41% | 1.95% | 0.45% | 6.80% | 16.58% | 11.36% | 21.52% | 5.51% | 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
WIREX vs. VITAX - Drawdown Comparison
The maximum WIREX drawdown since its inception was -98.24%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for WIREX and VITAX.
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Drawdown Indicators
| WIREX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.24% | -54.81% | -43.43% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -16.38% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -98.24% | -35.10% | -63.14% |
Max Drawdown (10Y)Largest decline over 10 years | -98.24% | -35.10% | -63.14% |
Current DrawdownCurrent decline from peak | -97.44% | -16.38% | -81.06% |
Average DrawdownAverage peak-to-trough decline | -60.77% | -8.06% | -52.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.84% | 5.24% | -0.40% |
Volatility
WIREX vs. VITAX - Volatility Comparison
Wireless Fund (WIREX) has a higher volatility of 7.08% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 6.70%. This indicates that WIREX's price experiences larger fluctuations and is considered to be riskier 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
| WIREX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 6.70% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 16.19% | 15.84% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.56% | 27.38% | -0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,245.99% | 25.22% | +2,220.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,588.19% | 24.69% | +1,563.50% |