VFFSX vs. VGT
Compare and contrast key facts about Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and Vanguard Information Technology ETF (VGT).
VFFSX is managed by Vanguard. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFFSX or VGT.
Key characteristics
| VFFSX | VGT | |
|---|---|---|
| YTD Return | 27.15% | 29.70% |
| 1Y Return | 39.89% | 44.81% |
| 3Y Return (Ann) | 10.28% | 12.42% |
| 5Y Return (Ann) | 16.00% | 23.16% |
| Sharpe Ratio | 3.13 | 2.08 |
| Sortino Ratio | 4.16 | 2.66 |
| Omega Ratio | 1.59 | 1.37 |
| Calmar Ratio | 4.59 | 2.89 |
| Martin Ratio | 20.79 | 10.41 |
| Ulcer Index | 1.87% | 4.22% |
| Daily Std Dev | 12.39% | 21.11% |
| Max Drawdown | -52.30% | -54.63% |
| Current Drawdown | 0.00% | -0.18% |
Correlation
The correlation between VFFSX and VGT is 0.89, 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
VFFSX vs. VGT - Performance Comparison
In the year-to-date period, VFFSX achieves a 27.15% return, which is significantly lower than VGT's 29.70% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFFSX vs. VGT - Expense Ratio Comparison
VFFSX has a 0.01% expense ratio, which is lower than VGT's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFFSX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Institutional Select Shares (VFFSX) 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.
Dividends
VFFSX vs. VGT - Dividend Comparison
VFFSX's dividend yield for the trailing twelve months is around 1.23%, more than VGT's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.23% | 1.46% | 1.70% | 1.26% | 1.56% | 1.90% | 2.09% | 1.81% | 1.08% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
VFFSX vs. VGT - Drawdown Comparison
The maximum VFFSX drawdown since its inception was -52.30%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VFFSX and VGT. For additional features, visit the drawdowns tool.
Volatility
VFFSX vs. VGT - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Institutional Select Shares (VFFSX) is 3.91%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.35%. This indicates that VFFSX 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.