VFFSX vs. VTI

In the year-to-date period, VFFSX achieves a 1.21% return, which is significantly higher than VTI's 0.73% return.

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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%.

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.

The current VFFSX Sharpe Ratio is 0.67, which is comparable to the VTI Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of VFFSX and VTI, 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 1.28%, which matches VTI's 1.29% yield.

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.

Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.75% and 4.81%, 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.