VISVX vs. VIOV

In the year-to-date period, VISVX achieves a -1.33% return, which is significantly higher than VIOV's -8.49% return. Over the past 10 years, VISVX has outperformed VIOV with an annualized return of 7.93%, while VIOV has yielded a comparatively lower 7.01% annualized return.

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VISVX has a 0.19% expense ratio, which is higher than VIOV's 0.15% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Value Index Fund (VISVX) and Vanguard S&P Small-Cap 600 Value ETF (VIOV). 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 VISVX Sharpe Ratio is 0.21, which is higher than the VIOV Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of VISVX and VIOV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VISVX's dividend yield for the trailing twelve months is around 2.05%, which matches VIOV's 2.05% yield.

The maximum VISVX drawdown since its inception was -62.15%, which is greater than VIOV's maximum drawdown of -47.36%. Use the drawdown chart below to compare losses from any high point for VISVX and VIOV. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Small Cap Value Index Fund (VISVX) is 5.86%, while Vanguard S&P Small-Cap 600 Value ETF (VIOV) has a volatility of 6.47%. This indicates that VISVX experiences smaller price fluctuations and is considered to be less risky than VIOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.