REDWX vs. VTSAX
Compare and contrast key facts about Aspiration Redwood Fund (REDWX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
REDWX is managed by Aspiration Funds. It was launched on Nov 16, 2015. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REDWX or VTSAX.
Correlation
The correlation between REDWX and VTSAX is 0.92, 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
REDWX vs. VTSAX - Performance Comparison
Key characteristics
REDWX:
-0.16
VTSAX:
0.55
REDWX:
-0.07
VTSAX:
0.89
REDWX:
0.99
VTSAX:
1.13
REDWX:
-0.15
VTSAX:
0.56
REDWX:
-0.42
VTSAX:
2.23
REDWX:
8.67%
VTSAX:
4.85%
REDWX:
22.34%
VTSAX:
19.70%
REDWX:
-41.93%
VTSAX:
-55.34%
REDWX:
-15.29%
VTSAX:
-9.72%
Returns By Period
In the year-to-date period, REDWX achieves a -2.91% return, which is significantly higher than VTSAX's -5.55% return.
REDWX
-2.91%
1.17%
-11.65%
-4.78%
9.13%
N/A
VTSAX
-5.55%
-0.30%
-4.37%
9.35%
15.06%
11.52%
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REDWX vs. VTSAX - Expense Ratio Comparison
REDWX has a 2.50% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
REDWX vs. VTSAX — Risk-Adjusted Performance Rank
REDWX
VTSAX
REDWX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aspiration Redwood Fund (REDWX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
REDWX vs. VTSAX - Dividend Comparison
REDWX's dividend yield for the trailing twelve months is around 0.29%, less than VTSAX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REDWX Aspiration Redwood Fund | 0.29% | 0.28% | 0.44% | 0.89% | 1.24% | 0.00% | 4.61% | 1.10% | 0.51% | 1.94% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.36% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
REDWX vs. VTSAX - Drawdown Comparison
The maximum REDWX drawdown since its inception was -41.93%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for REDWX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
REDWX vs. VTSAX - Volatility Comparison
The current volatility for Aspiration Redwood Fund (REDWX) is 13.45%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 14.19%. This indicates that REDWX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.