OFS vs. VTI
Compare and contrast key facts about OFS Capital Corporation (OFS) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
OFS vs. VTI - Performance Comparison
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OFS vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | -21.14% | -31.59% | -20.19% | 29.93% | 3.28% | 66.92% | -25.16% | 17.95% | -0.24% | -4.40% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, OFS achieves a -21.14% return, which is significantly lower than VTI's -4.01% return. Over the past 10 years, OFS has underperformed VTI with an annualized return of -0.73%, while VTI has yielded a comparatively higher 13.60% annualized return.
OFS
- 1D
- 10.94%
- 1M
- -10.62%
- YTD
- -21.14%
- 6M
- -49.49%
- 1Y
- -54.79%
- 3Y*
- -18.86%
- 5Y*
- -5.37%
- 10Y*
- -0.73%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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Return for Risk
OFS vs. VTI — Risk / Return Rank
OFS
VTI
OFS vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Vanguard Total Stock Market ETF (VTI). 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.
| OFS | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.26 | 0.96 | -2.21 |
Sortino ratioReturn per unit of downside risk | -2.07 | 1.48 | -3.55 |
Omega ratioGain probability vs. loss probability | 0.73 | 1.23 | -0.50 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | 1.52 | -2.34 |
Martin ratioReturn relative to average drawdown | -1.69 | 7.26 | -8.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OFS | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.26 | 0.96 | -2.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.60 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.02 | 0.75 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.48 | -0.44 |
Correlation
The correlation between OFS and VTI is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
OFS vs. VTI - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 28.73%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | 28.73% | 25.00% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 12.83% | 11.43% | 9.88% | 11.85% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
OFS vs. VTI - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for OFS and VTI.
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Drawdown Indicators
| OFS | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -55.45% | -13.64% |
Max Drawdown (1Y)Largest decline over 1 year | -65.06% | -12.30% | -52.76% |
Max Drawdown (5Y)Largest decline over 5 years | -66.97% | -25.36% | -41.61% |
Max Drawdown (10Y)Largest decline over 10 years | -69.09% | -35.00% | -34.09% |
Current DrawdownCurrent decline from peak | -58.12% | -6.25% | -51.87% |
Average DrawdownAverage peak-to-trough decline | -13.72% | -8.08% | -5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.49% | 2.58% | +28.91% |
Volatility
OFS vs. VTI - Volatility Comparison
OFS Capital Corporation (OFS) has a higher volatility of 21.93% compared to Vanguard Total Stock Market ETF (VTI) at 5.45%. This indicates that OFS's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OFS | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.93% | 5.45% | +16.48% |
Volatility (6M)Calculated over the trailing 6-month period | 40.39% | 9.73% | +30.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.82% | 19.01% | +24.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.40% | 17.42% | +14.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.63% | 18.29% | +21.34% |