VFIAX vs. VGT

In the year-to-date period, VFIAX achieves a 1.07% return, which is significantly higher than VGT's -0.69% return. Over the past 10 years, VFIAX has underperformed VGT with an annualized return of 12.75%, while VGT has yielded a comparatively higher 20.03% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VFIAX has a 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Admiral Shares (VFIAX) 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.

The current VFIAX Sharpe Ratio is 0.66, which is comparable to the VGT Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of VFIAX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFIAX's dividend yield for the trailing twelve months is around 1.28%, more than VGT's 0.52% yield.

The maximum VFIAX drawdown since its inception was -55.20%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VFIAX and VGT. For additional features, visit the drawdowns tool.

The current volatility for Vanguard 500 Index Fund Admiral Shares (VFIAX) is 6.12%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.68%. This indicates that VFIAX 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.