VFTAX vs. VITAX

In the year-to-date period, VFTAX achieves a 0.16% return, which is significantly higher than VITAX's -0.89% return.

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VFTAX has a 0.14% expense ratio, which is higher than VITAX's 0.10% 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 Information Technology Index Fund Admiral Shares (VITAX). 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 0.64, which is comparable to the VITAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of VFTAX and VITAX, 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%, more than VITAX's 0.52% yield.

The maximum VFTAX drawdown since its inception was -34.20%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VFTAX and VITAX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) is 6.66%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 9.00%. This indicates that VFTAX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.