Performance
ESGV vs. VFTAX - Performance Comparison
In the year-to-date period, ESGV achieves a 17.97% return, which is significantly lower than VFTAX's 18.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
ESGV
VFTAX
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ESGV vs. VFTAX - Expense Ratio Comparison
ESGV has a 0.09% expense ratio, which is lower than VFTAX's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
VFTAX
Vanguard FTSE Social Index Fund Admiral Shares
Risk-Adjusted Performance
ESGV vs. VFTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG U.S. Stock ETF (ESGV) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX). 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.
ESGV vs. VFTAX - Sharpe Ratio Comparison
The current ESGV Sharpe Ratio is 2.09, which roughly equals the VFTAX Sharpe Ratio of 2.02. The chart below compares the 12-month rolling Sharpe Ratio of ESGV and VFTAX.
ESGV
VFTAX
Dividends
ESGV vs. VFTAX - Dividend Comparison
ESGV's dividend yield for the trailing twelve months is around 0.85%, more than VFTAX's 0.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
ESGV Vanguard ESG U.S. Stock ETF | 0.85% | 1.16% | 1.42% | 0.95% | 1.11% | 1.27% | 0.28% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.81% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% | 0.00% |
Drawdowns
ESGV vs. VFTAX - Drawdown Comparison
The maximum ESGV drawdown since its inception was -33.66%, roughly equal to the maximum VFTAX drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for ESGV and VFTAX. For additional features, visit the drawdowns tool.
ESGV
VFTAX
Volatility
ESGV vs. VFTAX - Volatility Comparison
Vanguard ESG U.S. Stock ETF (ESGV) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) have volatilities of 4.38% and 4.40%, 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.
ESGV
VFTAX
