VRVIX vs. USMV

In the year-to-date period, VRVIX achieves a 2.76% return, which is significantly lower than USMV's 5.50% return. Over the past 10 years, VRVIX has underperformed USMV with an annualized return of 8.55%, while USMV has yielded a comparatively higher 10.51% annualized return.

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VRVIX has a 0.07% expense ratio, which is lower than USMV's 0.15% 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 Russell 1000 Value Index Fund Institutional Shares (VRVIX) and iShares Edge MSCI Min Vol USA ETF (USMV). 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 lower than the USMV Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of VRVIX and USMV, 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%, more than USMV's 1.56% yield.

The maximum VRVIX drawdown since its inception was -38.29%, which is greater than USMV's maximum drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for VRVIX and USMV.

Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) has a higher volatility of 4.25% compared to iShares Edge MSCI Min Vol USA ETF (USMV) at 3.54%. This indicates that VRVIX's price experiences larger fluctuations and is considered to be riskier than USMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.