VFMFX vs. FSMAX

In the year-to-date period, VFMFX achieves a -2.85% return, which is significantly higher than FSMAX's -6.29% return.

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VFMFX has a 0.18% expense ratio, which is higher than FSMAX's 0.04% 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 U.S. Multifactor Fund Admiral Shares (VFMFX) and Fidelity Extended Market Index Fund (FSMAX). 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 VFMFX Sharpe Ratio is 0.08, which is lower than the FSMAX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of VFMFX and FSMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFMFX's dividend yield for the trailing twelve months is around 1.85%, more than FSMAX's 0.52% yield.

The maximum VFMFX drawdown since its inception was -41.18%, roughly equal to the maximum FSMAX drawdown of -41.67%. Use the drawdown chart below to compare losses from any high point for VFMFX and FSMAX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) is 6.75%, while Fidelity Extended Market Index Fund (FSMAX) has a volatility of 7.79%. This indicates that VFMFX experiences smaller price fluctuations and is considered to be less risky than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.