VTWAX vs. VSVNX

As of year-to-date, both investments have demonstrated similar returns, with VTWAX at 5.43% and VSVNX at 5.43%.

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VTWAX has a 0.10% expense ratio, which is higher than VSVNX's 0.08% 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 Total World Stock Index Fund Admiral Shares (VTWAX) and Vanguard Target Retirement 2070 Fund (VSVNX). 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 VTWAX Sharpe Ratio is 0.80, which is comparable to the VSVNX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of VTWAX and VSVNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTWAX's dividend yield for the trailing twelve months is around 1.80%, more than VSVNX's 1.70% yield.

The maximum VTWAX drawdown since its inception was -34.20%, which is greater than VSVNX's maximum drawdown of -15.39%. Use the drawdown chart below to compare losses from any high point for VTWAX and VSVNX.

Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) has a higher volatility of 3.75% compared to Vanguard Target Retirement 2070 Fund (VSVNX) at 3.31%. This indicates that VTWAX's price experiences larger fluctuations and is considered to be riskier than VSVNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.