VCDAX vs. VGT

The year-to-date returns for both investments are quite close, with VCDAX having a -16.55% return and VGT slightly higher at -16.24%. Over the past 10 years, VCDAX has underperformed VGT with an annualized return of 11.15%, while VGT has yielded a comparatively higher 18.40% annualized return.

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Both VCDAX and VGT have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary Index Fund Admiral Shares (VCDAX) and Vanguard Information Technology ETF (VGT). 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 current VCDAX Sharpe Ratio is 0.10, which is higher than the VGT Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of VCDAX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VCDAX's dividend yield for the trailing twelve months is around 0.93%, more than VGT's 0.61% yield.

The maximum VCDAX drawdown since its inception was -61.66%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VCDAX and VGT. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Consumer Discretionary Index Fund Admiral Shares (VCDAX) is 16.06%, while Vanguard Information Technology ETF (VGT) has a volatility of 18.36%. This indicates that VCDAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.