VSPVX vs. VDADX

In the year-to-date period, VSPVX achieves a -2.44% return, which is significantly lower than VDADX's -1.36% return. Over the past 10 years, VSPVX has underperformed VDADX with an annualized return of 9.52%, while VDADX has yielded a comparatively higher 11.18% annualized return.

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Both VSPVX and VDADX have an expense ratio of 0.08%, 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 S&P 500 Value Index Fund Institutional Shares (VSPVX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). 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 VSPVX Sharpe Ratio is 0.19, which is lower than the VDADX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of VSPVX and VDADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSPVX's dividend yield for the trailing twelve months is around 2.22%, more than VDADX's 1.82% yield.

The maximum VSPVX drawdown since its inception was -37.05%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for VSPVX and VDADX. For additional features, visit the drawdowns tool.