KXI vs. VCSAX

In the year-to-date period, KXI achieves a 8.18% return, which is significantly higher than VCSAX's 4.11% return. Over the past 10 years, KXI has underperformed VCSAX with an annualized return of 5.70%, while VCSAX has yielded a comparatively higher 8.19% annualized return.

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KXI has a 0.46% expense ratio, which is higher than VCSAX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (KXI) and Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX). 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 KXI Sharpe Ratio is 0.60, which is comparable to the VCSAX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of KXI and VCSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KXI's dividend yield for the trailing twelve months is around 2.32%, less than VCSAX's 2.39% yield.

The maximum KXI drawdown since its inception was -42.27%, which is greater than VCSAX's maximum drawdown of -34.34%. Use the drawdown chart below to compare losses from any high point for KXI and VCSAX. For additional features, visit the drawdowns tool.

The current volatility for iShares Global Consumer Staples ETF (KXI) is 3.97%, while Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) has a volatility of 4.30%. This indicates that KXI experiences smaller price fluctuations and is considered to be less risky than VCSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.