VFTAX vs. FITLX

In the year-to-date period, VFTAX achieves a -0.10% return, which is significantly lower than FITLX's 0.04% return.

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VFTAX has a 0.14% expense ratio, which is higher than FITLX's 0.11% 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 Fidelity US Sustainability Index Fund (FITLX). 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 0.70, which is comparable to the FITLX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of VFTAX and FITLX, 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 1.02%, less than FITLX's 1.29% yield.

The maximum VFTAX drawdown since its inception was -34.20%, roughly equal to the maximum FITLX drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for VFTAX and FITLX. For additional features, visit the drawdowns tool.

Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a higher volatility of 6.64% compared to Fidelity US Sustainability Index Fund (FITLX) at 6.30%. This indicates that VFTAX's price experiences larger fluctuations and is considered to be riskier than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.