VFFSX vs. VTTSX

In the year-to-date period, VFFSX achieves a 1.52% return, which is significantly lower than VTTSX's 5.60% return.

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VFFSX has a 0.01% expense ratio, which is lower than VTTSX's 0.08% 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 Target Retirement 2060 Fund (VTTSX). 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 0.69, which is comparable to the VTTSX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of VFFSX and VTTSX, 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%, less than VTTSX's 2.03% yield.

The maximum VFFSX drawdown since its inception was -52.30%, which is greater than VTTSX's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for VFFSX and VTTSX. For additional features, visit the drawdowns tool.

Vanguard 500 Index Fund Institutional Select Shares (VFFSX) has a higher volatility of 4.63% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 3.21%. This indicates that VFFSX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.