VUSE vs. VFVA
Compare and contrast key facts about Vident Core US Equity Fund (VUSE) and Vanguard U.S. Value Factor ETF (VFVA).
VUSE and VFVA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUSE is a passively managed fund by Vident that tracks the performance of the Vident Core U.S. Equity Index. It was launched on Jan 22, 2014. VFVA is managed by Vanguard. It was launched on Feb 13, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSE or VFVA.
Key characteristics
| VUSE | VFVA | |
|---|---|---|
| YTD Return | 5.64% | 4.89% |
| 1Y Return | 23.10% | 28.06% |
| 3Y Return (Ann) | 7.77% | 7.18% |
| 5Y Return (Ann) | 13.36% | 12.82% |
| Sharpe Ratio | 2.10 | 1.92 |
| Daily Std Dev | 11.54% | 16.39% |
| Max Drawdown | -43.92% | -48.58% |
| Current Drawdown | -0.96% | -1.50% |
Correlation
The correlation between VUSE and VFVA is 0.92, 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
VUSE vs. VFVA - Performance Comparison
In the year-to-date period, VUSE achieves a 5.64% return, which is significantly higher than VFVA's 4.89% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VUSE vs. VFVA - Expense Ratio Comparison
VUSE has a 0.48% expense ratio, which is higher than VFVA's 0.13% expense ratio.
Risk-Adjusted Performance
VUSE vs. VFVA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vident Core US Equity Fund (VUSE) and Vanguard U.S. Value Factor ETF (VFVA). 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
VUSE vs. VFVA - Dividend Comparison
VUSE's dividend yield for the trailing twelve months is around 1.04%, less than VFVA's 2.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUSE Vident Core US Equity Fund | 1.04% | 1.15% | 1.57% | 1.16% | 1.33% | 1.61% | 1.55% | 1.16% | 1.25% | 1.73% | 1.29% |
VFVA Vanguard U.S. Value Factor ETF | 2.32% | 2.45% | 2.21% | 1.68% | 2.04% | 2.08% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VUSE vs. VFVA - Drawdown Comparison
The maximum VUSE drawdown since its inception was -43.92%, smaller than the maximum VFVA drawdown of -48.58%. Use the drawdown chart below to compare losses from any high point for VUSE and VFVA. For additional features, visit the drawdowns tool.
Volatility
VUSE vs. VFVA - Volatility Comparison
The current volatility for Vident Core US Equity Fund (VUSE) is 2.95%, while Vanguard U.S. Value Factor ETF (VFVA) has a volatility of 3.37%. This indicates that VUSE experiences smaller price fluctuations and is considered to be less risky than VFVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.