VSMAX vs. VIG

In the year-to-date period, VSMAX achieves a -2.56% return, which is significantly lower than VIG's 0.36% return. Over the past 10 years, VSMAX has underperformed VIG with an annualized return of 8.18%, while VIG has yielded a comparatively higher 11.26% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VSMAX has a 0.05% expense ratio, which is lower than VIG's 0.06% 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 Index Fund Admiral Shares (VSMAX) and Vanguard Dividend Appreciation ETF (VIG). 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 0.21, which is lower than the VIG Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of VSMAX and VIG, 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 1.45%, less than VIG's 1.81% yield.

The maximum VSMAX drawdown since its inception was -59.68%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VSMAX and VIG. For additional features, visit the drawdowns tool.

Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) has a higher volatility of 5.53% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.24%. This indicates that VSMAX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.