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 0.74, 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
Loading data...
Key characteristics
VSMVX:
-0.18
SPYX:
0.58
VSMVX:
-0.12
SPYX:
0.98
VSMVX:
0.99
SPYX:
1.14
VSMVX:
-0.17
SPYX:
0.64
VSMVX:
-0.49
SPYX:
2.44
VSMVX:
10.11%
SPYX:
4.92%
VSMVX:
24.70%
SPYX:
20.00%
VSMVX:
-47.61%
SPYX:
-32.84%
VSMVX:
-18.79%
SPYX:
-4.50%
Returns By Period
In the year-to-date period, VSMVX achieves a -12.24% return, which is significantly lower than SPYX's -0.17% return.
VSMVX
-12.24%
9.80%
-14.33%
-4.33%
2.42%
13.06%
6.65%
SPYX
-0.17%
13.68%
-0.35%
11.58%
16.34%
16.00%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
VSMVX vs. SPYX - Dividend Comparison
VSMVX's dividend yield for the trailing twelve months is around 2.21%, more than SPYX's 1.07% 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 | 2.21% | 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 | 1.07% | 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.
Loading data...
Volatility
VSMVX vs. SPYX - Volatility Comparison
Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) has a higher volatility of 6.90% compared to SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) at 4.74%. 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.
Loading data...