VRTPX vs. VFAIX

In the year-to-date period, VRTPX achieves a 1.04% return, which is significantly lower than VFAIX's 2.07% return.

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VRTPX has a 0.08% expense ratio, which is lower than VFAIX's 0.10% 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 Real Estate II Index Fund (VRTPX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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 VRTPX Sharpe Ratio is 0.66, which is lower than the VFAIX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of VRTPX and VFAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRTPX's dividend yield for the trailing twelve months is around 3.98%, more than VFAIX's 1.82% yield.

The maximum VRTPX drawdown since its inception was -42.33%, smaller than the maximum VFAIX drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for VRTPX and VFAIX. For additional features, visit the drawdowns tool.