VTI vs. FSKAX

In the year-to-date period, VTI achieves a 1.39% return, which is significantly lower than FSKAX's 1.47% return. Both investments have delivered pretty close results over the past 10 years, with VTI having a 12.16% annualized return and FSKAX not far behind at 11.88%.

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VTI has a 0.03% expense ratio, which is higher than FSKAX's 0.02% 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 Stock Market ETF (VTI) and Fidelity Total Market Index Fund (FSKAX). 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 VTI Sharpe Ratio is 0.65, which is comparable to the FSKAX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of VTI and FSKAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTI's dividend yield for the trailing twelve months is around 1.28%, more than FSKAX's 1.08% yield.

The maximum VTI drawdown since its inception was -55.45%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for VTI and FSKAX. For additional features, visit the drawdowns tool.

Vanguard Total Stock Market ETF (VTI) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 5.54% and 5.58%, 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.