Performance
VTSAX vs. FSKAX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VTSAX having a 17.87% return and FSKAX slightly lower at 17.63%. Both investments have delivered pretty close results over the past 10 years, with VTSAX having a 12.31% annualized return and FSKAX not far behind at 12.28%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
VTSAX
FSKAX
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VTSAX vs. FSKAX - Expense Ratio Comparison
VTSAX has a 0.04% expense ratio, which is higher than FSKAX's 0.02% 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%.
VTSAX
Risk-Adjusted Performance
VTSAX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Fidelity Total Market Index Fund (FSKAX). 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.
VTSAX vs. FSKAX - Sharpe Ratio Comparison
The current VTSAX Sharpe Ratio is 1.99, which roughly equals the FSKAX Sharpe Ratio of 2.04. The chart below compares the 12-month rolling Sharpe Ratio of VTSAX and FSKAX.
VTSAX
FSKAX
Dividends
VTSAX vs. FSKAX - Dividend Comparison
VTSAX's dividend yield for the trailing twelve months is around 1.31%, more than FSKAX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.31% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
FSKAX Fidelity Total Market Index Fund | 1.23% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.33% | 2.43% | 2.49% | 1.63% | 1.54% |
Drawdowns
VTSAX vs. FSKAX - Drawdown Comparison
The maximum VTSAX drawdown since its inception was -55.34%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for VTSAX and FSKAX. For additional features, visit the drawdowns tool.
VTSAX
FSKAX
Volatility
VTSAX vs. FSKAX - Volatility Comparison
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 4.17% and 4.21%, 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.
VTSAX
FSKAX
