VRVIX vs. MGV

In the year-to-date period, VRVIX achieves a 2.76% return, which is significantly higher than MGV's 2.24% return. Over the past 10 years, VRVIX has underperformed MGV with an annualized return of 8.55%, while MGV has yielded a comparatively higher 10.34% annualized return.

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Both VRVIX and MGV have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Mega Cap Value ETF (MGV). 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 VRVIX Sharpe Ratio is 0.57, which is comparable to the MGV Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of VRVIX and MGV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRVIX's dividend yield for the trailing twelve months is around 1.99%, less than MGV's 2.26% yield.

The maximum VRVIX drawdown since its inception was -38.29%, smaller than the maximum MGV drawdown of -56.31%. Use the drawdown chart below to compare losses from any high point for VRVIX and MGV.

Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Mega Cap Value ETF (MGV) have volatilities of 4.25% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.