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MFMS vs. VBK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MFMS and VBK is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.7

Performance

MFMS vs. VBK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Small-Cap Growth ETF (MFMS) and Vanguard Small-Cap Growth ETF (VBK). The values are adjusted to include any dividend payments, if applicable.

40.00%50.00%60.00%70.00%80.00%90.00%December2025FebruaryMarchAprilMay
61.91%
62.07%
MFMS
VBK

Key characteristics

Returns By Period


MFMS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VBK

YTD

-8.64%

1M

12.45%

6M

-4.77%

1Y

3.58%

5Y*

8.44%

10Y*

7.54%

*Annualized

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MFMS vs. VBK - Expense Ratio Comparison

MFMS has a 0.85% expense ratio, which is higher than VBK's 0.07% expense ratio.


Expense ratio chart for MFMS: current value is 0.85%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
MFMS: 0.85%
Expense ratio chart for VBK: current value is 0.07%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VBK: 0.07%

Risk-Adjusted Performance

MFMS vs. VBK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MFMS

VBK
The Risk-Adjusted Performance Rank of VBK is 3131
Overall Rank
The Sharpe Ratio Rank of VBK is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of VBK is 3333
Sortino Ratio Rank
The Omega Ratio Rank of VBK is 3131
Omega Ratio Rank
The Calmar Ratio Rank of VBK is 3333
Calmar Ratio Rank
The Martin Ratio Rank of VBK is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MFMS vs. VBK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Small-Cap Growth ETF (MFMS) and Vanguard Small-Cap Growth ETF (VBK). 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 chart of Calmar ratio for MFMS, currently valued at 0.00, compared to the broader market0.002.004.006.008.0010.0012.00
MFMS: 0.00
VBK: 0.22


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
1.00
0.25
MFMS
VBK

Dividends

MFMS vs. VBK - Dividend Comparison

MFMS has not paid dividends to shareholders, while VBK's dividend yield for the trailing twelve months is around 0.59%.


TTM20242023202220212020201920182017201620152014
MFMS
Motley Fool Small-Cap Growth ETF
0.00%0.00%0.00%0.34%2.38%5.57%1.31%0.00%0.00%0.00%0.00%0.00%
VBK
Vanguard Small-Cap Growth ETF
0.59%0.54%0.68%0.55%0.36%0.44%0.57%0.79%0.82%1.08%0.98%1.01%

Drawdowns

MFMS vs. VBK - Drawdown Comparison


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-29.93%
-15.77%
MFMS
VBK

Volatility

MFMS vs. VBK - Volatility Comparison

The current volatility for Motley Fool Small-Cap Growth ETF (MFMS) is 0.00%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 14.23%. This indicates that MFMS experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay0
14.23%
MFMS
VBK