VFTAX vs. VOO
Compare and contrast key facts about Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard S&P 500 ETF (VOO).
VFTAX is managed by Vanguard. It was launched on Feb 7, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
VFTAX vs. VOO - Performance Comparison
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VFTAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | -7.52% | 17.25% | 25.97% | 31.78% | -24.22% | 27.70% | 22.63% | 23.59% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 21.57% |
Returns By Period
In the year-to-date period, VFTAX achieves a -7.52% return, which is significantly lower than VOO's -3.66% return.
VFTAX
- 1D
- 3.30%
- 1M
- -5.55%
- YTD
- -7.52%
- 6M
- -5.72%
- 1Y
- 15.05%
- 3Y*
- 17.90%
- 5Y*
- 10.43%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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VFTAX vs. VOO - Expense Ratio Comparison
VFTAX has a 0.14% expense ratio, which is higher than VOO's 0.03% 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%.
Return for Risk
VFTAX vs. VOO — Risk / Return Rank
VFTAX
VOO
VFTAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard S&P 500 ETF (VOO). 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.
| VFTAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.01 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.53 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.55 | -0.23 |
Martin ratioReturn relative to average drawdown | 5.15 | 7.31 | -2.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFTAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.01 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.71 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.83 | -0.14 |
Correlation
The correlation between VFTAX and VOO is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VFTAX vs. VOO - Dividend Comparison
VFTAX's dividend yield for the trailing twelve months is around 0.96%, less than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.96% | 0.85% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
VFTAX vs. VOO - Drawdown Comparison
The maximum VFTAX drawdown since its inception was -34.20%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VFTAX and VOO.
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Drawdown Indicators
| VFTAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.20% | -33.99% | -0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -11.98% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -29.12% | -24.52% | -4.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -8.93% | -5.55% | -3.38% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -3.72% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.55% | +0.57% |
Volatility
VFTAX vs. VOO - Volatility Comparison
Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a higher volatility of 5.93% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that VFTAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFTAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 5.34% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 9.47% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 18.11% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 16.82% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 17.99% | +2.93% |