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VFVA vs. ONEY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VFVA vs. ONEY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard U.S. Value Factor ETF (VFVA) and SPDR Russell 1000 Yield Focus ETF (ONEY). The values are adjusted to include any dividend payments, if applicable.

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VFVA vs. ONEY - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VFVA
Vanguard U.S. Value Factor ETF
1.90%14.77%7.67%17.37%-3.96%36.94%2.28%25.42%-15.61%
ONEY
SPDR Russell 1000 Yield Focus ETF
6.46%7.74%11.63%11.12%-3.60%37.11%2.17%27.45%-5.85%

Returns By Period

In the year-to-date period, VFVA achieves a 1.90% return, which is significantly lower than ONEY's 6.46% return.


VFVA

1D
1.68%
1M
-4.22%
YTD
1.90%
6M
6.70%
1Y
20.72%
3Y*
14.30%
5Y*
9.65%
10Y*

ONEY

1D
1.31%
1M
-4.15%
YTD
6.46%
6M
7.75%
1Y
13.49%
3Y*
11.93%
5Y*
9.12%
10Y*
11.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VFVA vs. ONEY - Expense Ratio Comparison

VFVA has a 0.13% expense ratio, which is lower than ONEY's 0.20% expense ratio. Despite the difference, 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

VFVA vs. ONEY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VFVA
VFVA Risk / Return Rank: 5757
Overall Rank
VFVA Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
VFVA Sortino Ratio Rank: 5858
Sortino Ratio Rank
VFVA Omega Ratio Rank: 5858
Omega Ratio Rank
VFVA Calmar Ratio Rank: 5757
Calmar Ratio Rank
VFVA Martin Ratio Rank: 5858
Martin Ratio Rank

ONEY
ONEY Risk / Return Rank: 4646
Overall Rank
ONEY Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
ONEY Sortino Ratio Rank: 4747
Sortino Ratio Rank
ONEY Omega Ratio Rank: 4444
Omega Ratio Rank
ONEY Calmar Ratio Rank: 4545
Calmar Ratio Rank
ONEY Martin Ratio Rank: 5050
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.

VFVA vs. ONEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Value Factor ETF (VFVA) and SPDR Russell 1000 Yield Focus ETF (ONEY). 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.


VFVAONEYDifference

Sharpe ratio

Return per unit of total volatility

0.94

0.79

+0.15

Sortino ratio

Return per unit of downside risk

1.44

1.23

+0.21

Omega ratio

Gain probability vs. loss probability

1.20

1.17

+0.04

Calmar ratio

Return relative to maximum drawdown

1.35

1.11

+0.24

Martin ratio

Return relative to average drawdown

5.41

4.67

+0.74

VFVA vs. ONEY - Sharpe Ratio Comparison

The current VFVA Sharpe Ratio is 0.94, which is comparable to the ONEY Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of VFVA and ONEY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VFVAONEYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

0.79

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.56

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.58

-0.19

Correlation

The correlation between VFVA and ONEY is 0.93, 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

VFVA vs. ONEY - Dividend Comparison

VFVA's dividend yield for the trailing twelve months is around 2.10%, less than ONEY's 3.02% yield.


TTM20252024202320222021202020192018201720162015
VFVA
Vanguard U.S. Value Factor ETF
2.10%2.13%2.40%2.45%2.21%1.68%2.04%2.08%1.65%0.00%0.00%0.00%
ONEY
SPDR Russell 1000 Yield Focus ETF
3.02%3.15%3.18%3.14%3.17%2.46%2.74%3.17%3.72%10.73%6.31%0.29%

Drawdowns

VFVA vs. ONEY - Drawdown Comparison

The maximum VFVA drawdown since its inception was -48.58%, roughly equal to the maximum ONEY drawdown of -46.80%. Use the drawdown chart below to compare losses from any high point for VFVA and ONEY.


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Drawdown Indicators


VFVAONEYDifference

Max Drawdown

Largest peak-to-trough decline

-48.58%

-46.80%

-1.78%

Max Drawdown (1Y)

Largest decline over 1 year

-15.54%

-13.15%

-2.39%

Max Drawdown (5Y)

Largest decline over 5 years

-24.07%

-18.93%

-5.14%

Max Drawdown (10Y)

Largest decline over 10 years

-46.80%

Current Drawdown

Current decline from peak

-6.43%

-4.51%

-1.92%

Average Drawdown

Average peak-to-trough decline

-7.43%

-5.05%

-2.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.89%

3.13%

+0.76%

Volatility

VFVA vs. ONEY - Volatility Comparison

Vanguard U.S. Value Factor ETF (VFVA) has a higher volatility of 4.34% compared to SPDR Russell 1000 Yield Focus ETF (ONEY) at 3.85%. This indicates that VFVA's price experiences larger fluctuations and is considered to be riskier than ONEY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VFVAONEYDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

3.85%

+0.49%

Volatility (6M)

Calculated over the trailing 6-month period

11.07%

9.25%

+1.82%

Volatility (1Y)

Calculated over the trailing 1-year period

22.24%

17.16%

+5.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.26%

16.31%

+3.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.51%

19.87%

+4.64%