VGSIX vs. VFFSX
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. VFFSX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSIX or VFFSX.
Key characteristics
| VGSIX | VFFSX | |
|---|---|---|
| YTD Return | -4.37% | 10.55% |
| 1Y Return | 6.45% | 28.79% |
| 3Y Return (Ann) | -1.37% | 9.62% |
| 5Y Return (Ann) | 2.59% | 14.67% |
| Sharpe Ratio | 0.34 | 2.51 |
| Daily Std Dev | 18.85% | 11.61% |
| Max Drawdown | -73.13% | -52.30% |
| Current Drawdown | -21.34% | -0.06% |
Correlation
The correlation between VGSIX and VFFSX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VGSIX vs. VFFSX - Performance Comparison
In the year-to-date period, VGSIX achieves a -4.37% return, which is significantly lower than VFFSX's 10.55% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGSIX vs. VFFSX - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is higher than VFFSX's 0.01% 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
VGSIX vs. VFFSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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
VGSIX vs. VFFSX - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.98%, more than VFFSX's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 3.98% | 3.82% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% | 3.47% | 4.16% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.33% | 1.46% | 1.70% | 1.29% | 1.56% | 1.90% | 2.09% | 1.81% | 1.08% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGSIX vs. VFFSX - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than VFFSX's maximum drawdown of -52.30%. Use the drawdown chart below to compare losses from any high point for VGSIX and VFFSX. For additional features, visit the drawdowns tool.
Volatility
VGSIX vs. VFFSX - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) has a higher volatility of 4.25% compared to Vanguard 500 Index Fund Institutional Select Shares (VFFSX) at 3.36%. This indicates that VGSIX's price experiences larger fluctuations and is considered to be riskier than VFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.