VSIAX vs. VWO

In the year-to-date period, VSIAX achieves a -5.75% return, which is significantly lower than VWO's 5.13% return. Over the past 10 years, VSIAX has outperformed VWO with an annualized return of 7.73%, while VWO has yielded a comparatively lower 3.62% annualized return.

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VSIAX has a 0.07% expense ratio, which is lower than VWO's 0.08% 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 Small-Cap Value Index Fund Admiral Shares (VSIAX) and Vanguard FTSE Emerging Markets ETF (VWO). 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 VSIAX Sharpe Ratio is 0.03, which is lower than the VWO Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of VSIAX and VWO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSIAX's dividend yield for the trailing twelve months is around 2.27%, less than VWO's 3.06% yield.

The maximum VSIAX drawdown since its inception was -45.39%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for VSIAX and VWO. For additional features, visit the drawdowns tool.

Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a higher volatility of 7.07% compared to Vanguard FTSE Emerging Markets ETF (VWO) at 5.03%. This indicates that VSIAX's price experiences larger fluctuations and is considered to be riskier than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.