VFTAX vs. VEIGX

In the year-to-date period, VFTAX achieves a -4.51% return, which is significantly lower than VEIGX's -0.11% return.

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VFTAX has a 0.14% expense ratio, which is lower than VEIGX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX). 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 0.51, which is higher than the VEIGX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of VFTAX and VEIGX, 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 1.07%, less than VEIGX's 2.46% yield.

The maximum VFTAX drawdown since its inception was -34.20%, which is greater than VEIGX's maximum drawdown of -30.54%. Use the drawdown chart below to compare losses from any high point for VFTAX and VEIGX. For additional features, visit the drawdowns tool.

Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a higher volatility of 7.22% compared to Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) at 5.50%. This indicates that VFTAX's price experiences larger fluctuations and is considered to be riskier than VEIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.