VRVIX vs. SPYV

In the year-to-date period, VRVIX achieves a 2.76% return, which is significantly higher than SPYV's -0.22% return. Over the past 10 years, VRVIX has underperformed SPYV with an annualized return of 8.55%, while SPYV has yielded a comparatively higher 9.73% annualized return.

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VRVIX has a 0.07% expense ratio, which is higher than SPYV's 0.04% 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 Russell 1000 Value Index Fund Institutional Shares (VRVIX) and SPDR Portfolio S&P 500 Value ETF (SPYV). 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 higher than the SPYV Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of VRVIX and SPYV, 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 SPYV's 2.15% yield.

The maximum VRVIX drawdown since its inception was -38.29%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for VRVIX and SPYV.

Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and SPDR Portfolio S&P 500 Value ETF (SPYV) have volatilities of 4.25% and 4.28%, 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.