Performance
VTSAX vs. SPY - Performance Comparison
In the year-to-date period, VTSAX achieves a 16.81% return, which is significantly lower than SPY's 18.37% return. Both investments have delivered pretty close results over the past 10 years, with VTSAX having a 12.33% annualized return and SPY not far ahead at 12.90%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
VTSAX
SPY
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VTSAX vs. SPY - Expense Ratio Comparison
VTSAX has a 0.04% expense ratio, which is lower than SPY's 0.09% 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%.
Risk-Adjusted Performance
VTSAX vs. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Sharpe Ratio Comparison
The current VTSAX Sharpe Ratio is 1.98, which roughly equals the SPY Sharpe Ratio of 2.14. The chart below compares the 12-month rolling Sharpe Ratio of VTSAX and SPY.
VTSAX
SPY
Dividends
VTSAX vs. SPY - Dividend Comparison
VTSAX's dividend yield for the trailing twelve months is around 1.32%, more than SPY's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.32% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
SPY SPDR S&P 500 ETF | 1.22% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
VTSAX vs. SPY - Drawdown Comparison
The maximum VTSAX drawdown since its inception was -55.34%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VTSAX and SPY. For additional features, visit the drawdowns tool.
VTSAX
SPY
Volatility
VTSAX vs. SPY - Volatility Comparison
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and SPDR S&P 500 ETF (SPY) have volatilities of 4.44% and 4.25%, 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
SPY
