Correlation
The correlation between WFRPX and VTI 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.
WFRPX vs. VTI
Compare and contrast key facts about Wealthfront Risk Parity Fund Class W (WFRPX) and Vanguard Total Stock Market ETF (VTI).
WFRPX is managed by Wealthfront. It was launched on Jan 22, 2018. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFRPX or VTI.
Performance
WFRPX vs. VTI - Performance Comparison
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Key characteristics
Returns By Period
WFRPX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VTI
-1.30%
5.97%
-3.22%
10.31%
14.90%
15.52%
11.97%
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WFRPX vs. VTI - Expense Ratio Comparison
WFRPX has a 0.25% expense ratio, which is higher than VTI's 0.03% 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. VTI — Risk-Adjusted Performance Rank
WFRPX
VTI
WFRPX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wealthfront Risk Parity Fund Class W (WFRPX) and Vanguard Total Stock Market ETF (VTI). 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.
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Dividends
WFRPX vs. VTI - Dividend Comparison
WFRPX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.32%.
| 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% |
VTI Vanguard Total Stock Market ETF | 1.32% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
WFRPX vs. VTI - Drawdown Comparison
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Volatility
WFRPX vs. VTI - Volatility Comparison
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