WVALX vs. VSTSX
WVALX (Weitz Value Fund) and VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares) are both Large Cap Blend Equities funds. Over the past 5 years, WVALX returned 2.96%/yr vs 11.77%/yr for VSTSX. Their correlation of 0.89 means they have usually moved in the same direction. WVALX charges 1.04%/yr vs 0.01%/yr for VSTSX.
Performance
WVALX vs. VSTSX - Performance Comparison
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Returns By Period
In the year-to-date period, WVALX achieves a -1.33% return, which is significantly lower than VSTSX's 10.51% return.
WVALX
- 1D
- 1.15%
- 1M
- 2.32%
- 6M
- -0.54%
- YTD
- -1.33%
- 1Y
- 0.97%
- 3Y*
- 5.55%
- 5Y*
- 2.96%
- 10Y*
- 9.55%
- ALL TIME*
- 9.13%
VSTSX
- 1D
- 0.57%
- 1M
- -0.21%
- 6M
- 8.18%
- YTD
- 10.51%
- 1Y
- 21.83%
- 3Y*
- 18.95%
- 5Y*
- 11.77%
- 10Y*
- —
- ALL TIME*
- 14.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
WVALX Weitz Value Fund | $0.00 | $0.00 | $0.00 |
WVALX vs. VSTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WVALX Weitz Value Fund | -1.33% | -0.21% | 12.76% | 29.72% | -22.89% | 26.86% | 18.41% | 34.16% | -4.88% | 15.60% |
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 10.51% | 17.16% | 23.27% | 26.54% | -19.49% | 25.75% | 21.02% | 30.81% | -5.15% | 20.21% |
Correlation
The correlation between WVALX and VSTSX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.89 |
Over the past year, the correlation between WVALX and VSTSX has dropped to 0.64 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
WVALX vs. VSTSX — Risk / Return Rank
WVALX
VSTSX
WVALX vs. VSTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Value Fund (WVALX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WVALX | VSTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.27 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 2.23 | -2.27 |
| Martin ratioReturn relative to average drawdown | -0.11 | 9.65 | -9.76 |
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Drawdowns
WVALX vs. VSTSX - Drawdown Comparison
The maximum WVALX drawdown since its inception was -61.96%, which is greater than VSTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for WVALX and VSTSX.
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Drawdown Indicators
| WVALX | VSTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.96% | -34.97% | -26.99% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -8.92% | -8.53% |
Max Drawdown (3Y)Largest decline over 3 years | -19.92% | -19.36% | -0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -25.35% | -4.01% |
Max Drawdown (10Y)Largest decline over 10 years | -32.57% | — | — |
Current DrawdownCurrent decline from peak | -6.90% | -1.32% | -5.58% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -4.84% | -2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.98% | 2.06% | +4.92% |
Volatility
WVALX vs. VSTSX - Volatility Comparison
Weitz Value Fund (WVALX) has a higher volatility of 4.30% compared to Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) at 3.45%. This indicates that WVALX's price experiences larger fluctuations and is considered to be riskier than VSTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WVALX | VSTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 3.45% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 11.73% | 10.28% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.78% | 13.14% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.32% | 17.46% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 18.69% | -0.44% |
WVALX vs. VSTSX - Expense Ratio Comparison
WVALX has a 1.04% expense ratio, which is higher than VSTSX's 0.01% expense ratio.
Dividends
WVALX vs. VSTSX - Dividend Comparison
WVALX's dividend yield for the trailing twelve months is around 22.12%, more than VSTSX's 1.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.08% | 1.13% | 1.27% | 1.43% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 0.00% | 0.00% |
WVALX Weitz Value Fund | 22.12% | 21.83% | 11.03% | 5.38% | 14.15% | 3.77% | 9.12% | 4.70% | 10.95% | 7.16% | 0.00% | 12.93% |
Frequently Asked Questions
WVALX and VSTSX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WVALX has higher volatility (4.30%) compared to VSTSX (3.45%). In terms of maximum drawdown, WVALX dropped -61.96% vs VSTSX's -34.97%.
VSTSX currently has the higher Sharpe Ratio (1.52 vs -0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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