WSTAX vs. VITAX
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
WSTAX is managed by Nomura. 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
WSTAX vs. VITAX - Performance Comparison
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WSTAX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -2.00% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Returns By Period
In the year-to-date period, WSTAX achieves a -2.00% return, which is significantly higher than VITAX's -7.30% return. Both investments have delivered pretty close results over the past 10 years, with WSTAX having a 20.39% annualized return and VITAX not far ahead at 21.35%.
WSTAX
- 1D
- 4.84%
- 1M
- -6.42%
- YTD
- -2.00%
- 6M
- -0.41%
- 1Y
- 43.16%
- 3Y*
- 36.57%
- 5Y*
- 16.56%
- 10Y*
- 20.39%
VITAX
- 1D
- 4.32%
- 1M
- -4.86%
- YTD
- -7.30%
- 6M
- -7.06%
- 1Y
- 28.08%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
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WSTAX vs. VITAX - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Return for Risk
WSTAX vs. VITAX — Risk / Return Rank
WSTAX
VITAX
WSTAX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) 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.
| WSTAX | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.06 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.64 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.77 | +0.83 |
Martin ratioReturn relative to average drawdown | 9.01 | 5.48 | +3.52 |
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
| WSTAX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.06 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.58 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.87 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.59 | -0.13 |
Correlation
The correlation between WSTAX and VITAX is 0.91, 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
WSTAX vs. VITAX - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 18.69%, more than VITAX's 0.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 18.69% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
WSTAX vs. VITAX - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, roughly equal to the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for WSTAX and VITAX.
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Drawdown Indicators
| WSTAX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -54.81% | -0.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -16.38% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -35.10% | -20.29% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -35.10% | -20.29% |
Current DrawdownCurrent decline from peak | -12.70% | -12.77% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -8.06% | -6.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.85% | 5.30% | -0.45% |
Volatility
WSTAX vs. VITAX - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 10.28% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 8.04%. This indicates that WSTAX'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
| WSTAX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.28% | 8.04% | +2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 19.42% | 16.41% | +3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.64% | 27.65% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.80% | 25.29% | +11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.59% | 24.72% | +5.87% |