VSMSX vs. FSSNX

The year-to-date returns for both stocks are quite close, with VSMSX having a -17.54% return and FSSNX slightly lower at -17.77%. Over the past 10 years, VSMSX has outperformed FSSNX with an annualized return of 6.49%, while FSSNX has yielded a comparatively lower 4.05% annualized return.

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VSMSX has a 0.08% expense ratio, which is higher than FSSNX's 0.03% 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 S&P Small-Cap 600 Index Fund Institutional Shares (VSMSX) and Fidelity Small Cap Index Fund (FSSNX). 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 VSMSX Sharpe Ratio is -0.50, which is comparable to the FSSNX Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of VSMSX and FSSNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSMSX's dividend yield for the trailing twelve months is around 1.81%, more than FSSNX's 1.25% yield.

The maximum VSMSX drawdown since its inception was -44.42%, roughly equal to the maximum FSSNX drawdown of -44.52%. Use the drawdown chart below to compare losses from any high point for VSMSX and FSSNX. For additional features, visit the drawdowns tool.

Vanguard S&P Small-Cap 600 Index Fund Institutional Shares (VSMSX) and Fidelity Small Cap Index Fund (FSSNX) have volatilities of 13.85% and 13.45%, 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.