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VASVX vs. A200.AX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VASVX vs. A200.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Selected Value Fund (VASVX) and Betashares Australia 200 ETF (A200.AX). The values are adjusted to include any dividend payments, if applicable.

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VASVX vs. A200.AX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VASVX
Vanguard Selected Value Fund
-1.55%10.99%6.68%25.45%-7.55%27.54%5.79%29.55%-15.22%
A200.AX
Betashares Australia 200 ETF
2.26%18.93%1.40%11.93%-6.80%11.33%11.03%22.41%-9.88%
Different Trading Currencies

VASVX is traded in USD, while A200.AX is traded in AUD. To make them comparable, the A200.AX values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, VASVX achieves a -1.55% return, which is significantly lower than A200.AX's 2.26% return.


VASVX

1D
-0.08%
1M
-8.58%
YTD
-1.55%
6M
0.20%
1Y
11.12%
3Y*
11.86%
5Y*
8.26%
10Y*
9.89%

A200.AX

1D
1.33%
1M
-9.52%
YTD
2.26%
6M
2.30%
1Y
24.05%
3Y*
10.94%
5Y*
6.61%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VASVX vs. A200.AX - Expense Ratio Comparison

VASVX has a 0.32% expense ratio, which is higher than A200.AX's 0.04% expense ratio.


Return for Risk

VASVX vs. A200.AX — Risk / Return Rank

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

VASVX
VASVX Risk / Return Rank: 2424
Overall Rank
VASVX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
VASVX Sortino Ratio Rank: 2626
Sortino Ratio Rank
VASVX Omega Ratio Rank: 2424
Omega Ratio Rank
VASVX Calmar Ratio Rank: 2424
Calmar Ratio Rank
VASVX Martin Ratio Rank: 2222
Martin Ratio Rank

A200.AX
A200.AX Risk / Return Rank: 4949
Overall Rank
A200.AX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
A200.AX Sortino Ratio Rank: 5050
Sortino Ratio Rank
A200.AX Omega Ratio Rank: 5050
Omega Ratio Rank
A200.AX Calmar Ratio Rank: 5252
Calmar Ratio Rank
A200.AX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VASVX vs. A200.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) and Betashares Australia 200 ETF (A200.AX). 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.


VASVXA200.AXDifference

Sharpe ratio

Return per unit of total volatility

0.57

1.37

-0.80

Sortino ratio

Return per unit of downside risk

0.96

1.89

-0.94

Omega ratio

Gain probability vs. loss probability

1.13

1.27

-0.15

Calmar ratio

Return relative to maximum drawdown

0.68

1.86

-1.18

Martin ratio

Return relative to average drawdown

2.37

7.03

-4.65

VASVX vs. A200.AX - Sharpe Ratio Comparison

The current VASVX Sharpe Ratio is 0.57, which is lower than the A200.AX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of VASVX and A200.AX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VASVXA200.AXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

1.37

-0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.38

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.37

+0.07

Correlation

The correlation between VASVX and A200.AX is 0.37, 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

VASVX vs. A200.AX - Dividend Comparison

VASVX's dividend yield for the trailing twelve months is around 13.53%, more than A200.AX's 3.24% yield.


TTM20252024202320222021202020192018201720162015
VASVX
Vanguard Selected Value Fund
13.53%13.32%14.35%8.29%13.22%7.77%10.19%7.44%11.90%8.59%4.51%5.68%
A200.AX
Betashares Australia 200 ETF
3.24%3.33%3.13%3.75%6.35%2.98%2.54%3.61%1.40%0.00%0.00%0.00%

Drawdowns

VASVX vs. A200.AX - Drawdown Comparison

The maximum VASVX drawdown since its inception was -55.70%, which is greater than A200.AX's maximum drawdown of -44.77%. Use the drawdown chart below to compare losses from any high point for VASVX and A200.AX.


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Drawdown Indicators


VASVXA200.AXDifference

Max Drawdown

Largest peak-to-trough decline

-55.70%

-35.55%

-20.15%

Max Drawdown (1Y)

Largest decline over 1 year

-14.06%

-8.40%

-5.66%

Max Drawdown (5Y)

Largest decline over 5 years

-25.98%

-14.79%

-11.19%

Max Drawdown (10Y)

Largest decline over 10 years

-48.19%

Current Drawdown

Current decline from peak

-10.40%

-7.14%

-3.26%

Average Drawdown

Average peak-to-trough decline

-9.57%

-4.21%

-5.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.03%

2.88%

+1.15%

Volatility

VASVX vs. A200.AX - Volatility Comparison

The current volatility for Vanguard Selected Value Fund (VASVX) is 4.98%, while Betashares Australia 200 ETF (A200.AX) has a volatility of 5.64%. This indicates that VASVX experiences smaller price fluctuations and is considered to be less risky than A200.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VASVXA200.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.98%

5.64%

-0.66%

Volatility (6M)

Calculated over the trailing 6-month period

11.29%

11.16%

+0.13%

Volatility (1Y)

Calculated over the trailing 1-year period

20.37%

17.64%

+2.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.53%

17.45%

+3.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.42%

19.67%

+2.75%