VFINX vs. SPY

In the year-to-date period, VFINX achieves a 0.60% return, which is significantly higher than SPY's 0.56% return. Both investments have delivered pretty close results over the past 10 years, with VFINX having a 12.66% annualized return and SPY not far ahead at 12.67%.

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VFINX has a 0.14% expense ratio, which is higher than SPY's 0.09% expense ratio. However, 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 500 ETF (SPY). 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 comparable to the SPY Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of VFINX and SPY, 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 SPY's 1.22% yield.

The maximum VFINX drawdown since its inception was -55.25%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VFINX and SPY. For additional features, visit the drawdowns tool.

Vanguard 500 Index Fund Investor Shares (VFINX) and SPDR S&P 500 ETF (SPY) have volatilities of 6.15% and 6.24%, 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.