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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFTAX or VOO.
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.
Performance
VFTAX vs. VOO - Performance Comparison
Key characteristics
VFTAX:
2.01
VOO:
2.21
VFTAX:
2.67
VOO:
2.93
VFTAX:
1.36
VOO:
1.41
VFTAX:
3.04
VOO:
3.35
VFTAX:
12.33
VOO:
14.09
VFTAX:
2.30%
VOO:
2.01%
VFTAX:
14.09%
VOO:
12.78%
VFTAX:
-34.20%
VOO:
-33.99%
VFTAX:
-0.99%
VOO:
-0.46%
Returns By Period
In the year-to-date period, VFTAX achieves a 2.62% return, which is significantly lower than VOO's 2.90% return.
VFTAX
2.62%
1.54%
10.05%
26.28%
14.36%
N/A
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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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%.
Risk-Adjusted Performance
VFTAX vs. VOO — Risk-Adjusted Performance Rank
VFTAX
VOO
VFTAX vs. VOO - Risk-Adjusted Performance 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.
Dividends
VFTAX vs. VOO - Dividend Comparison
VFTAX's dividend yield for the trailing twelve months is around 0.97%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.97% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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. For additional features, visit the drawdowns tool.
Volatility
VFTAX vs. VOO - Volatility Comparison
Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a higher volatility of 5.54% compared to Vanguard S&P 500 ETF (VOO) at 5.12%. 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.