VFINX vs. VT
Compare and contrast key facts about Vanguard 500 Index Fund Investor Shares (VFINX) and Vanguard Total World Stock ETF (VT).
VFINX is managed by Vanguard. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
VFINX vs. VT - Performance Comparison
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VFINX vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | -4.37% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -4.55% | 21.66% |
VT Vanguard Total World Stock ETF | -0.74% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, VFINX achieves a -4.37% return, which is significantly lower than VT's -0.74% return. Over the past 10 years, VFINX has outperformed VT with an annualized return of 13.92%, while VT has yielded a comparatively lower 11.64% annualized return.
VFINX
- 1D
- 2.92%
- 1M
- -5.04%
- YTD
- -4.37%
- 6M
- -2.20%
- 1Y
- 17.19%
- 3Y*
- 18.15%
- 5Y*
- 11.64%
- 10Y*
- 13.92%
VT
- 1D
- 0.99%
- 1M
- -4.72%
- YTD
- -0.74%
- 6M
- 1.90%
- 1Y
- 22.33%
- 3Y*
- 17.24%
- 5Y*
- 9.43%
- 10Y*
- 11.64%
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VFINX vs. VT - Expense Ratio Comparison
VFINX has a 0.14% expense ratio, which is higher than VT's 0.06% 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%.
Return for Risk
VFINX vs. VT — Risk / Return Rank
VFINX
VT
VFINX vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Investor Shares (VFINX) and Vanguard Total World Stock ETF (VT). 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.
| VFINX | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.30 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.90 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.92 | -0.41 |
Martin ratioReturn relative to average drawdown | 7.24 | 8.83 | -1.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFINX | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.30 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.59 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.68 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.40 | +0.19 |
Correlation
The correlation between VFINX and VT is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VFINX vs. VT - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.08%, less than VT's 1.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.08% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
VT Vanguard Total World Stock ETF | 1.80% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Drawdowns
VFINX vs. VT - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for VFINX and VT.
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Drawdown Indicators
| VFINX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -50.27% | -4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -11.84% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -24.59% | -26.38% | +1.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -34.24% | +0.41% |
Current DrawdownCurrent decline from peak | -6.26% | -5.97% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -7.08% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.57% | -0.04% |
Volatility
VFINX vs. VT - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Investor Shares (VFINX) is 5.35%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.18%. This indicates that VFINX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFINX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.18% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 10.00% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 17.26% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 15.98% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 17.20% | +0.85% |