VFINX vs. MDYV

In the year-to-date period, VFINX achieves a 0.60% return, which is significantly higher than MDYV's -2.10% return. Over the past 10 years, VFINX has outperformed MDYV with an annualized return of 12.66%, while MDYV has yielded a comparatively lower 8.35% annualized return.

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VFINX has a 0.14% expense ratio, which is lower than MDYV's 0.15% 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 Investor Shares (VFINX) and SPDR S&P 400 Mid Cap Value ETF (MDYV). 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 VFINX Sharpe Ratio is 0.70, which is higher than the MDYV Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of VFINX and MDYV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFINX's dividend yield for the trailing twelve months is around 1.18%, less than MDYV's 1.88% yield.

The maximum VFINX drawdown since its inception was -55.25%, smaller than the maximum MDYV drawdown of -60.70%. Use the drawdown chart below to compare losses from any high point for VFINX and MDYV. For additional features, visit the drawdowns tool.

Vanguard 500 Index Fund Investor Shares (VFINX) has a higher volatility of 6.15% compared to SPDR S&P 400 Mid Cap Value ETF (MDYV) at 5.73%. This indicates that VFINX's price experiences larger fluctuations and is considered to be riskier than MDYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.