VHYAX vs. SPY

In the year-to-date period, VHYAX achieves a 0.68% return, which is significantly higher than SPY's 0.56% return.

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VHYAX has a 0.08% expense ratio, which is lower than SPY's 0.09% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) and SPDR S&P 500 ETF (SPY). 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.

The current VHYAX Sharpe Ratio is 0.58, which is comparable to the SPY Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of VHYAX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VHYAX's dividend yield for the trailing twelve months is around 2.87%, more than SPY's 1.22% yield.

The maximum VHYAX drawdown since its inception was -35.14%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VHYAX and SPY. For additional features, visit the drawdowns tool.

The current volatility for Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) is 4.58%, while SPDR S&P 500 ETF (SPY) has a volatility of 6.24%. This indicates that VHYAX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.