WFRPX vs. VFIAX
Compare and contrast key facts about Wealthfront Risk Parity Fund Class W (WFRPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
WFRPX is managed by Wealthfront. It was launched on Jan 22, 2018. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFRPX or VFIAX.
Correlation
The correlation between WFRPX and VFIAX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WFRPX vs. VFIAX - Performance Comparison
Key characteristics
Returns By Period
WFRPX
N/A
N/A
N/A
N/A
N/A
N/A
VFIAX
-3.54%
11.43%
-1.66%
10.50%
16.22%
12.30%
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WFRPX vs. VFIAX - Expense Ratio Comparison
WFRPX has a 0.25% expense ratio, which is higher than VFIAX's 0.04% 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%.
Risk-Adjusted Performance
WFRPX vs. VFIAX — Risk-Adjusted Performance Rank
WFRPX
VFIAX
WFRPX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wealthfront Risk Parity Fund Class W (WFRPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
WFRPX vs. VFIAX - Dividend Comparison
WFRPX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFRPX Wealthfront Risk Parity Fund Class W | 3.87% | 5.18% | 4.86% | 1.31% | 0.00% | 0.29% | 1.57% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.34% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WFRPX vs. VFIAX - Drawdown Comparison
Volatility
WFRPX vs. VFIAX - Volatility Comparison
The current volatility for Wealthfront Risk Parity Fund Class W (WFRPX) is 0.00%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 13.19%. This indicates that WFRPX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.