VFSAX vs. VCR

In the year-to-date period, VFSAX achieves a 12.20% return, which is significantly higher than VCR's -4.99% return.

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VFSAX has a 0.16% expense ratio, which is higher than VCR's 0.10% 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 FTSE All-World ex-US Small-Cap Index Fund Admiral Shares (VFSAX) and Vanguard Consumer Discretionary ETF (VCR). 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 VFSAX Sharpe Ratio is 0.79, which is comparable to the VCR Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of VFSAX and VCR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFSAX's dividend yield for the trailing twelve months is around 2.99%, more than VCR's 0.82% yield.

The maximum VFSAX drawdown since its inception was -39.86%, smaller than the maximum VCR drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for VFSAX and VCR.

The current volatility for Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares (VFSAX) is 2.25%, while Vanguard Consumer Discretionary ETF (VCR) has a volatility of 7.24%. This indicates that VFSAX experiences smaller price fluctuations and is considered to be less risky than VCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.