VMVIX vs. IXUS

In the year-to-date period, VMVIX achieves a 0.27% return, which is significantly lower than IXUS's 14.27% return. Over the past 10 years, VMVIX has outperformed IXUS with an annualized return of 7.98%, while IXUS has yielded a comparatively lower 5.70% annualized return.

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VMVIX has a 0.19% expense ratio, which is higher than IXUS's 0.09% 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 Mid-Cap Value Index Fund (VMVIX) and iShares Core MSCI Total International Stock ETF (IXUS). 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 VMVIX Sharpe Ratio is 0.59, which is lower than the IXUS Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of VMVIX and IXUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMVIX's dividend yield for the trailing twelve months is around 2.20%, less than IXUS's 2.91% yield.

The maximum VMVIX drawdown since its inception was -61.61%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for VMVIX and IXUS.

Vanguard Mid-Cap Value Index Fund (VMVIX) has a higher volatility of 4.54% compared to iShares Core MSCI Total International Stock ETF (IXUS) at 2.89%. This indicates that VMVIX's price experiences larger fluctuations and is considered to be riskier than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.