VSMVX vs. SPYX
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) and SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX).
VSMVX is managed by Vanguard. It was launched on Nov 19, 2014. SPYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Fossil Fuel Free Index. It was launched on Nov 30, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMVX or SPYX.
Correlation
The correlation between VSMVX and SPYX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VSMVX vs. SPYX - Performance Comparison
Key characteristics
VSMVX:
0.46
SPYX:
1.73
VSMVX:
0.80
SPYX:
2.35
VSMVX:
1.10
SPYX:
1.32
VSMVX:
0.79
SPYX:
2.67
VSMVX:
2.00
SPYX:
11.01
VSMVX:
4.44%
SPYX:
2.05%
VSMVX:
19.50%
SPYX:
13.03%
VSMVX:
-47.61%
SPYX:
-32.84%
VSMVX:
-9.74%
SPYX:
-2.14%
Returns By Period
In the year-to-date period, VSMVX achieves a -2.47% return, which is significantly lower than SPYX's 2.29% return.
VSMVX
-2.47%
-5.06%
-0.02%
9.16%
9.13%
7.91%
SPYX
2.29%
-1.69%
7.43%
19.70%
14.78%
N/A
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VSMVX vs. SPYX - Expense Ratio Comparison
VSMVX has a 0.08% expense ratio, which is lower than SPYX's 0.20% 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%.
Risk-Adjusted Performance
VSMVX vs. SPYX — Risk-Adjusted Performance Rank
VSMVX
SPYX
VSMVX vs. SPYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) and SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX). 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.
Dividends
VSMVX vs. SPYX - Dividend Comparison
VSMVX's dividend yield for the trailing twelve months is around 1.90%, more than SPYX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMVX Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares | 1.90% | 1.85% | 1.92% | 1.88% | 1.66% | 1.46% | 1.65% | 1.89% | 1.55% | 1.26% | 1.42% | 1.30% |
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.03% | 1.05% | 1.21% | 1.41% | 1.04% | 1.33% | 1.56% | 1.92% | 1.68% | 1.91% | 0.49% | 0.00% |
Drawdowns
VSMVX vs. SPYX - Drawdown Comparison
The maximum VSMVX drawdown since its inception was -47.61%, which is greater than SPYX's maximum drawdown of -32.84%. Use the drawdown chart below to compare losses from any high point for VSMVX and SPYX. For additional features, visit the drawdowns tool.
Volatility
VSMVX vs. SPYX - Volatility Comparison
Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) has a higher volatility of 4.57% compared to SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) at 3.46%. This indicates that VSMVX's price experiences larger fluctuations and is considered to be riskier than SPYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.