VFFSX vs. VTI
Compare and contrast key facts about Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and Vanguard Total Stock Market ETF (VTI).
VFFSX is managed by Vanguard. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFFSX or VTI.
Key characteristics
| VFFSX | VTI | |
|---|---|---|
| YTD Return | 26.91% | 26.21% |
| 1Y Return | 37.57% | 38.35% |
| 3Y Return (Ann) | 10.23% | 8.70% |
| 5Y Return (Ann) | 15.95% | 15.34% |
| Sharpe Ratio | 3.05 | 3.04 |
| Sortino Ratio | 4.06 | 4.05 |
| Omega Ratio | 1.57 | 1.57 |
| Calmar Ratio | 4.44 | 4.46 |
| Martin Ratio | 20.08 | 19.72 |
| Ulcer Index | 1.87% | 1.94% |
| Daily Std Dev | 12.28% | 12.58% |
| Max Drawdown | -52.30% | -55.45% |
| Current Drawdown | -0.28% | -0.39% |
Correlation
The correlation between VFFSX and VTI is 0.99, 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. VTI - Performance Comparison
The year-to-date returns for both stocks are quite close, with VFFSX having a 26.91% return and VTI slightly lower at 26.21%. 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. VTI - Expense Ratio Comparison
VFFSX has a 0.01% expense ratio, which is lower than VTI's 0.03% 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. VTI - 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 Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
VFFSX's dividend yield for the trailing twelve months is around 1.23%, less than VTI's 1.26% 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% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VFFSX vs. VTI - Drawdown Comparison
The maximum VFFSX drawdown since its inception was -52.30%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VFFSX and VTI. For additional features, visit the drawdowns tool.
Volatility
VFFSX vs. VTI - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Institutional Select Shares (VFFSX) is 3.85%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.06%. This indicates that VFFSX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.