VSMAX vs. VB

The year-to-date returns for both investments are quite close, with VSMAX having a -2.35% return and VB slightly higher at -2.30%. Both investments have delivered pretty close results over the past 10 years, with VSMAX having a 8.20% annualized return and VB not far ahead at 8.22%.

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Both VSMAX and VB have an expense ratio of 0.05%, 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 Small-Cap Index Fund Admiral Shares (VSMAX) and Vanguard Small-Cap ETF (VB). 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 VSMAX Sharpe Ratio is 0.23, which is comparable to the VB Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of VSMAX and VB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSMAX's dividend yield for the trailing twelve months is around 1.44%, which matches VB's 1.44% yield.

The maximum VSMAX drawdown since its inception was -59.68%, roughly equal to the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for VSMAX and VB. For additional features, visit the drawdowns tool.

Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) and Vanguard Small-Cap ETF (VB) have volatilities of 6.26% and 6.23%, 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.