WFIVX vs. VTSAX

The year-to-date returns for both investments are quite close, with WFIVX having a -3.82% return and VTSAX slightly higher at -3.66%. Over the past 10 years, WFIVX has underperformed VTSAX with an annualized return of 6.80%, while VTSAX has yielded a comparatively higher 11.77% annualized return.

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WFIVX has a 0.54% expense ratio, which is higher than VTSAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wilshire 5000 Index Portfolio (WFIVX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 WFIVX Sharpe Ratio is 0.33, which is lower than the VTSAX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of WFIVX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WFIVX's dividend yield for the trailing twelve months is around 0.83%, less than VTSAX's 1.34% yield.

The maximum WFIVX drawdown since its inception was -55.43%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for WFIVX and VTSAX. For additional features, visit the drawdowns tool.

Wilshire 5000 Index Portfolio (WFIVX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 6.88% and 6.86%, 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.