MFMS vs. VBK
Compare and contrast key facts about Motley Fool Small-Cap Growth ETF (MFMS) and Vanguard Small-Cap Growth ETF (VBK).
MFMS and VBK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MFMS is an actively managed fund by Motley Fool. It was launched on Oct 23, 2018. VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFMS or VBK.
Key characteristics
| MFMS | VBK |
|---|
Correlation
The correlation between MFMS and VBK is 0.90, 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.
Performance
MFMS vs. VBK - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
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 0.68%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFMS Motley Fool Small-Cap Growth ETF | 0.00% | 0.00% | 0.34% | 2.38% | 5.57% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBK Vanguard Small-Cap Growth ETF | 0.68% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% | 0.65% |
Drawdowns
MFMS vs. VBK - Drawdown Comparison
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 5.38%. 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.