VFTAX vs. VFTNX

The year-to-date returns for both investments are quite close, with VFTAX having a -4.60% return and VFTNX slightly higher at -4.58%.

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VFTAX has a 0.14% expense ratio, which is higher than VFTNX's 0.12% 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 FTSE Social Index Fund Institutional Shares (VFTNX). 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 0.50, which is comparable to the VFTNX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of VFTAX and VFTNX, 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 VFTNX's 1.10% yield.

The maximum VFTAX drawdown since its inception was -34.20%, smaller than the maximum VFTNX drawdown of -61.92%. Use the drawdown chart below to compare losses from any high point for VFTAX and VFTNX. For additional features, visit the drawdowns tool.