VCSAX vs. KXI

In the year-to-date period, VCSAX achieves a 3.71% return, which is significantly lower than KXI's 8.16% return. Over the past 10 years, VCSAX has outperformed KXI with an annualized return of 8.41%, while KXI has yielded a comparatively lower 5.91% annualized return.

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VCSAX has a 0.10% expense ratio, which is lower than KXI's 0.46% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and iShares Global Consumer Staples ETF (KXI). 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 VCSAX Sharpe Ratio is 0.87, which is comparable to the KXI Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of VCSAX and KXI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VCSAX's dividend yield for the trailing twelve months is around 2.40%, more than KXI's 2.32% yield.

The maximum VCSAX drawdown since its inception was -34.34%, smaller than the maximum KXI drawdown of -42.27%. Use the drawdown chart below to compare losses from any high point for VCSAX and KXI. For additional features, visit the drawdowns tool.

Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and iShares Global Consumer Staples ETF (KXI) have volatilities of 7.96% and 7.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.