VFTAX vs. ESGV
Compare and contrast key facts about Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard ESG U.S. Stock ETF (ESGV).
VFTAX is managed by Vanguard. It was launched on Feb 7, 2019. ESGV is a passively managed fund by Vanguard that tracks the performance of the FTSE US All Cap Choice Index. It was launched on Sep 18, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFTAX or ESGV.
Correlation
The correlation between VFTAX and ESGV is 0.99, 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.
Performance
VFTAX vs. ESGV - Performance Comparison
Key characteristics
VFTAX:
0.26
ESGV:
-0.15
VFTAX:
0.44
ESGV:
-0.09
VFTAX:
1.06
ESGV:
0.99
VFTAX:
0.31
ESGV:
-0.14
VFTAX:
1.19
ESGV:
-0.68
VFTAX:
3.58%
ESGV:
3.83%
VFTAX:
16.13%
ESGV:
17.11%
VFTAX:
-34.20%
ESGV:
-33.66%
VFTAX:
-13.66%
ESGV:
-18.75%
Returns By Period
In the year-to-date period, VFTAX achieves a -9.79% return, which is significantly higher than ESGV's -15.17% return.
VFTAX
-9.79%
-8.80%
-6.15%
5.56%
18.30%
N/A
ESGV
-15.17%
-13.96%
-11.83%
-1.32%
16.63%
N/A
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VFTAX vs. ESGV - Expense Ratio Comparison
VFTAX has a 0.14% expense ratio, which is higher than ESGV'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%.
Risk-Adjusted Performance
VFTAX vs. ESGV — Risk-Adjusted Performance Rank
VFTAX
ESGV
VFTAX vs. ESGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard ESG U.S. Stock ETF (ESGV). 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.
Dividends
VFTAX vs. ESGV - Dividend Comparison
VFTAX's dividend yield for the trailing twelve months is around 1.13%, less than ESGV's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 1.13% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.44% | 0.00% |
ESGV Vanguard ESG U.S. Stock ETF | 1.29% | 1.05% | 1.16% | 1.42% | 0.95% | 1.11% | 1.27% | 0.28% |
Drawdowns
VFTAX vs. ESGV - Drawdown Comparison
The maximum VFTAX drawdown since its inception was -34.20%, roughly equal to the maximum ESGV drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for VFTAX and ESGV. For additional features, visit the drawdowns tool.
Volatility
VFTAX vs. ESGV - Volatility Comparison
The current volatility for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) is 7.79%, while Vanguard ESG U.S. Stock ETF (ESGV) has a volatility of 9.58%. This indicates that VFTAX experiences smaller price fluctuations and is considered to be less risky than ESGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.