YAFFX vs. VTV
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and Vanguard Value ETF (VTV).
YAFFX is managed by AMG. It was launched on May 1, 1997. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YAFFX or VTV.
Correlation
The correlation between YAFFX and VTV is 0.85, 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
YAFFX vs. VTV - Performance Comparison
Key characteristics
YAFFX:
-0.42
VTV:
1.56
YAFFX:
-0.42
VTV:
2.20
YAFFX:
0.92
VTV:
1.28
YAFFX:
-0.38
VTV:
2.28
YAFFX:
-2.08
VTV:
9.15
YAFFX:
2.95%
VTV:
1.78%
YAFFX:
14.45%
VTV:
10.44%
YAFFX:
-55.32%
VTV:
-59.27%
YAFFX:
-16.12%
VTV:
-7.13%
Returns By Period
In the year-to-date period, YAFFX achieves a -8.18% return, which is significantly lower than VTV's 15.02% return. Over the past 10 years, YAFFX has underperformed VTV with an annualized return of 7.58%, while VTV has yielded a comparatively higher 9.88% annualized return.
YAFFX
-8.18%
-13.25%
-11.08%
-6.65%
6.20%
7.58%
VTV
15.02%
-4.54%
5.46%
15.48%
9.81%
9.88%
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YAFFX vs. VTV - Expense Ratio Comparison
YAFFX has a 1.25% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
YAFFX vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and Vanguard Value ETF (VTV). 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
YAFFX vs. VTV - Dividend Comparison
YAFFX has not paid dividends to shareholders, while VTV's dividend yield for the trailing twelve months is around 2.35%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 0.00% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% | 0.55% |
VTV Vanguard Value ETF | 2.35% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
YAFFX vs. VTV - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -55.32%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for YAFFX and VTV. For additional features, visit the drawdowns tool.
Volatility
YAFFX vs. VTV - Volatility Comparison
AMG Yacktman Focused Fund (YAFFX) has a higher volatility of 10.79% compared to Vanguard Value ETF (VTV) at 3.38%. This indicates that YAFFX's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.