VFFSX vs. SVOL

In the year-to-date period, VFFSX achieves a -3.35% return, which is significantly higher than SVOL's -16.98% return.

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VFFSX has a 0.01% expense ratio, which is lower than SVOL's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and Simplify Volatility Premium ETF (SVOL). 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 VFFSX Sharpe Ratio is 0.52, which is higher than the SVOL Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of VFFSX and SVOL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFFSX's dividend yield for the trailing twelve months is around 1.35%, less than SVOL's 20.65% yield.

The maximum VFFSX drawdown since its inception was -52.30%, which is greater than SVOL's maximum drawdown of -33.50%. Use the drawdown chart below to compare losses from any high point for VFFSX and SVOL. For additional features, visit the drawdowns tool.