VFMFX vs. VSEQX

In the year-to-date period, VFMFX achieves a 0.34% return, which is significantly higher than VSEQX's -1.08% return.

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VFMFX has a 0.18% expense ratio, which is higher than VSEQX's 0.17% 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 Vanguard Strategic Equity Fund (VSEQX). 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 0.34, which is higher than the VSEQX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of VFMFX and VSEQX, 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 3.44%, more than VSEQX's 1.30% yield.

The maximum VFMFX drawdown since its inception was -41.18%, smaller than the maximum VSEQX drawdown of -67.44%. Use the drawdown chart below to compare losses from any high point for VFMFX and VSEQX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) is 5.56%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 6.03%. This indicates that VFMFX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.