VFTAX vs. ESGV

The year-to-date returns for both stocks are quite close, with VFTAX having a -7.04% return and ESGV slightly lower at -7.38%.

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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%.

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.

The current VFTAX Sharpe Ratio is 0.52, which is comparable to the ESGV Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of VFTAX and ESGV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFTAX's dividend yield for the trailing twelve months is around 1.10%, less than ESGV's 1.18% yield.

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.

Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard ESG U.S. Stock ETF (ESGV) have volatilities of 14.79% and 14.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.