VFWSX vs. FXAIX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) and Fidelity 500 Index Fund (FXAIX).
VFWSX is managed by Vanguard. It was launched on Apr 30, 2007. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
VFWSX vs. FXAIX - Performance Comparison
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VFWSX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFWSX Vanguard FTSE All-World ex-US Index Fund Institutional Shares | -1.04% | 32.38% | 5.45% | 15.59% | -15.48% | 8.11% | 11.37% | 21.58% | -13.97% | 27.24% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, VFWSX achieves a -1.04% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, VFWSX has underperformed FXAIX with an annualized return of 8.67%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
VFWSX
- 1D
- -0.15%
- 1M
- -11.06%
- YTD
- -1.04%
- 6M
- 3.62%
- 1Y
- 23.65%
- 3Y*
- 14.37%
- 5Y*
- 7.04%
- 10Y*
- 8.67%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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VFWSX vs. FXAIX - Expense Ratio Comparison
VFWSX has a 0.08% expense ratio, which is higher than FXAIX'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%.
Return for Risk
VFWSX vs. FXAIX — Risk / Return Rank
VFWSX
FXAIX
VFWSX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) and Fidelity 500 Index Fund (FXAIX). 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.
| VFWSX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.84 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.30 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.20 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.05 | +0.83 |
Martin ratioReturn relative to average drawdown | 7.45 | 5.13 | +2.32 |
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
| VFWSX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.84 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.68 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.77 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.75 | -0.51 |
Correlation
The correlation between VFWSX and FXAIX is 0.81, 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
VFWSX vs. FXAIX - Dividend Comparison
VFWSX's dividend yield for the trailing twelve months is around 3.01%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWSX Vanguard FTSE All-World ex-US Index Fund Institutional Shares | 3.01% | 3.08% | 3.23% | 3.31% | 3.10% | 3.06% | 1.99% | 3.10% | 3.28% | 2.67% | 2.97% | 2.97% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
VFWSX vs. FXAIX - Drawdown Comparison
The maximum VFWSX drawdown since its inception was -61.60%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for VFWSX and FXAIX.
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Drawdown Indicators
| VFWSX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.60% | -33.79% | -27.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -12.13% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -29.37% | -24.50% | -4.87% |
Max Drawdown (10Y)Largest decline over 10 years | -34.87% | -33.79% | -1.08% |
Current DrawdownCurrent decline from peak | -11.34% | -8.89% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -13.35% | -3.83% | -9.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.50% | +0.36% |
Volatility
VFWSX vs. FXAIX - Volatility Comparison
Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) has a higher volatility of 6.92% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that VFWSX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFWSX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.92% | 4.24% | +2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 9.08% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 18.13% | -2.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.93% | 16.88% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 18.03% | -2.05% |