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VFTNX vs. VSMPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VFTNX vs. VSMPX

Last updated Jul 17, 2026
Documentation

VFTNX (Vanguard FTSE Social Index Fund Institutional Shares) and VSMPX (Vanguard Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds from Vanguard - VFTNX tracks the FTSE US Choice Index while VSMPX tracks the CRSP US Total Market Index. Both are passively managed. Over the past 10 years, VFTNX returned 15.89%/yr vs 14.76%/yr for VSMPX. With a 0.98 correlation, they move nearly in lockstep. VFTNX charges 0.03%/yr vs 0.02%/yr for VSMPX.

Performance

VFTNX vs. VSMPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VFTNX achieves a 11.09% return, which is significantly lower than VSMPX's 11.75% return. Over the past 10 years, VFTNX has outperformed VSMPX with an annualized return of 15.89%, while VSMPX has yielded a comparatively lower 14.76% annualized return.

VFTNX

1D
0.52%
1M
1.33%
6M
10.48%
YTD
11.09%
1Y
22.22%
3Y*
20.85%
5Y*
12.63%
10Y*
15.89%

VSMPX

1D
0.35%
1M
0.88%
6M
9.56%
YTD
11.75%
1Y
22.61%
3Y*
20.08%
5Y*
12.43%
10Y*
14.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VFTNX vs. VSMPX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VFTNX
Vanguard FTSE Social Index Fund Institutional Shares		11.09%17.32%26.01%31.77%-24.20%27.76%22.62%33.96%-3.41%24.19%
VSMPX
Vanguard Total Stock Market Index Fund Institutional Plus Shares		11.75%17.15%23.26%26.53%-19.50%25.74%21.01%30.79%-5.16%21.19%

Correlation

The correlation between VFTNX and VSMPX is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.98

Correlation (3Y)
Calculated over the trailing 3-year period

0.98

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (10Y)
Calculated over the trailing 10-year period

0.98

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2016

0.98

The correlation between VFTNX and VSMPX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

VFTNX vs. VSMPX - Sectors Allocation Comparison

Sectors
VFTNX
VSMPX

Technology

45.2%
37.0%

Communication Services

13.1%
9.8%

Consumer Cyclical

11.7%
9.7%

Financial Services

10.6%
11.3%

Healthcare

9.1%
9.0%

Consumer Defensive

3.6%
4.3%

Industrials

3.0%
9.4%

Real Estate

2.0%
2.3%

Basic Materials

1.5%
1.9%

Utilities

0.1%
2.1%

Energy

0.0%
3.3%

Technology

VFTNX
45.2%
VSMPX
37.0%

Communication Services

VFTNX
13.1%
VSMPX
9.8%

Consumer Cyclical

VFTNX
11.7%
VSMPX
9.7%

Financial Services

VFTNX
10.6%
VSMPX
11.3%

Healthcare

VFTNX
9.1%
VSMPX
9.0%

Consumer Defensive

VFTNX
3.6%
VSMPX
4.3%

Industrials

VFTNX
3.0%
VSMPX
9.4%

Real Estate

VFTNX
2.0%
VSMPX
2.3%

Basic Materials

VFTNX
1.5%
VSMPX
1.9%

Utilities

VFTNX
0.1%
VSMPX
2.1%

Energy

VFTNX
0.0%
VSMPX
3.3%

Compare stocks, funds, or ETFs

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Vanguard FTSE Social Index Fund Institutional Shares

Vanguard Total Stock Market Index Fund Institutional Plus Shares

Often compared with VFTNX:
VFTNX vs. VIIIXVFTNX vs. VFTAXVFTNX vs. VOOGVFTNX vs. VTIVFTNX vs. VFIAXVFTNX vs. VWUAXVFTNX vs. VIVIX
Often compared with VSMPX:
VSMPX vs. VTIVSMPX vs. VOOVSMPX vs. TRLGXVSMPX vs. VITPXVSMPX vs. VTIVXVSMPX vs. VFIFXVSMPX vs. DODGX

Return for Risk

VFTNX vs. VSMPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VFTNX
VFTNX Risk / Return Rank: 4646
Overall Rank
VFTNX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
VFTNX Sortino Ratio Rank: 4747
Sortino Ratio Rank
VFTNX Omega Ratio Rank: 4949
Omega Ratio Rank
VFTNX Calmar Ratio Rank: 3939
Calmar Ratio Rank
VFTNX Martin Ratio Rank: 4646
Martin Ratio Rank
VSMPX
VSMPX Risk / Return Rank: 6969
Overall Rank
VSMPX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
VSMPX Sortino Ratio Rank: 6262
Sortino Ratio Rank
VSMPX Omega Ratio Rank: 6262
Omega Ratio Rank
VSMPX Calmar Ratio Rank: 7070
Calmar Ratio Rank
VSMPX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VFTNX vs. VSMPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VFTNXVSMPXDifference
Sharpe ratioReturn per unit of total volatility
1.60
1.81

-0.20

Sortino ratioReturn per unit of downside risk
2.21
2.48

-0.27

Omega ratioGain probability vs. loss probability

1.29

1.32

-0.04

Calmar ratioReturn relative to maximum drawdown

1.92

2.60

-0.68

Martin ratioReturn relative to average drawdown

7.74

11.42

-3.68

VFTNX vs. VSMPX - Sharpe Ratio Comparison

The current VFTNX Sharpe Ratio is 1.60, which is comparable to the VSMPX Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of VFTNX and VSMPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

VFTNX vs. VSMPX - Drawdown Comparison

The maximum VFTNX drawdown since its inception was -64.04%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for VFTNX and VSMPX.

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Drawdown Indicators

VFTNXVSMPXDifference

Max Drawdown

Largest peak-to-trough decline

-64.04%

-34.97%

-29.07%

Max Drawdown (1Y)

Largest decline over 1 year

-11.83%

-8.92%

-2.91%

Max Drawdown (3Y)

Largest decline over 3 years

-20.18%

-19.36%

-0.82%

Max Drawdown (5Y)

Largest decline over 5 years

-29.11%

-25.35%

-3.76%

Max Drawdown (10Y)

Largest decline over 10 years

-34.22%

-34.97%

+0.75%

Current Drawdown

Current decline from peak

-0.54%

-0.21%

-0.33%

Average Drawdown

Average peak-to-trough decline

-15.64%

-4.56%

-11.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

2.03%

+0.90%

Volatility

VFTNX vs. VSMPX - Volatility Comparison

Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) has a higher volatility of 4.35% compared to Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) at 3.57%. This indicates that VFTNX's price experiences larger fluctuations and is considered to be riskier than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

VFTNXVSMPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.35%

3.57%

+0.78%

Volatility (6M)

Calculated over the trailing 6-month period

11.45%

10.17%

+1.28%

Volatility (1Y)

Calculated over the trailing 1-year period

14.18%

12.86%

+1.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.52%

17.46%

+1.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.06%

18.39%

+0.67%

VFTNX vs. VSMPX - Expense Ratio Comparison

VFTNX has a 0.03% expense ratio, which is higher than VSMPX's 0.02% 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%.

Dividends

VFTNX vs. VSMPX - Dividend Comparison

VFTNX's dividend yield for the trailing twelve months is around 0.88%, less than VSMPX's 1.06% yield.

PositionTTM20252024202320222021202020192018201720162015
VFTNX
Vanguard FTSE Social Index Fund Institutional Shares		0.88%0.90%1.01%1.12%1.37%0.95%1.23%1.46%1.81%1.49%1.82%1.60%
VSMPX
Vanguard Total Stock Market Index Fund Institutional Plus Shares		1.06%1.13%1.27%1.43%1.67%1.22%1.43%1.78%2.05%1.73%1.95%0.00%

Frequently Asked Questions

With a correlation of 0.98, VFTNX and VSMPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VFTNX has higher volatility (4.35%) compared to VSMPX (3.57%). In terms of maximum drawdown, VFTNX dropped -64.04% vs VSMPX's -34.97%.

VSMPX currently has the higher Sharpe Ratio (1.81 vs 1.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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