ESIX vs. VBR

In the year-to-date period, ESIX achieves a -8.58% return, which is significantly lower than VBR's -4.02% return.

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ESIX has a 0.12% expense ratio, which is higher than VBR's 0.07% 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%.

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P SmallCap 600 ESG ETF (ESIX) and Vanguard Small-Cap Value ETF (VBR). 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.

The current ESIX Sharpe Ratio is -0.04, which is lower than the VBR Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of ESIX and VBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ESIX's dividend yield for the trailing twelve months is around 1.89%, less than VBR's 2.23% yield.

The maximum ESIX drawdown since its inception was -27.56%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for ESIX and VBR.

SPDR S&P SmallCap 600 ESG ETF (ESIX) and Vanguard Small-Cap Value ETF (VBR) have volatilities of 6.49% and 6.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.