VCR vs FTSM

Comparison between VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES (VCR, ETF) and FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF).

5-Year PerformanceVCR has outperformed FTSM, delivering a return of +5.9% compared to +3.6%

VCR vs FTSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VCR(ETF)	FTSM(ETF)
Net Assets	$6.60B	$6.50B
Expense Ratio	0.09%	0.29%
Max Drawdown	62.72%	5.39%
Sharpe Ratio	0.37	0.15
5Y Beta	1.18	0.00
P/E Ratio	29.89	N/A
Forward P/E	24.77	N/A
5Y Dividends CAGR	-3.62%	47.57%
5Y EPS CAGR	18.64%	N/A
Debt to Equity	-157.47%	N/A
P/S Ratio	1.76	N/A
P/B Ratio	5.55	N/A

Net Assets

Winner

VCR

$6.60B

FTSM

$6.50B

Expense Ratio

Winner

VCR

0.09%

FTSM

0.29%

Max Drawdown

VCR

62.72%

Winner

FTSM

5.39%

Sharpe Ratio

Winner

VCR

0.37

FTSM

0.15

5Y Beta

VCR

1.18

Winner

FTSM

0.00

P/E Ratio

VCR

29.89

FTSM

N/A

Forward P/E

VCR

24.77

FTSM

N/A

5Y Dividends CAGR

VCR

-3.62%

Winner

FTSM

47.57%

5Y EPS CAGR

VCR

18.64%

FTSM

N/A

Debt to Equity

VCR

-157.47%

FTSM

N/A

P/S Ratio

VCR

1.76

FTSM

N/A

P/B Ratio

VCR

5.55

FTSM

N/A

VCR vs FTSM - Historical Returns

Returns include dividend reinvestment.

Period	VCR	FTSM
1 month	+1.79%	+0.37%
3 months	+1.56%	+0.98%
6 months	+3.64%	+1.70%
1 year	+9.30%	+3.96%
5 years(CAGR)	+5.89%	+3.60%
10 years(CAGR)	+13.51%	+2.59%
Max(CAGR)	+11.12%	+2.24%

Winner

VCR

+1.79%

FTSM

+0.37%

Winner

VCR

+1.56%

FTSM

+0.98%

Winner

VCR

+3.64%

FTSM

+1.70%

Winner

VCR

+9.30%

FTSM

+3.96%

5Y(CAGR)

Winner

VCR

+5.89%

FTSM

+3.60%

10Y(CAGR)

Winner

VCR

+13.51%

FTSM

+2.59%

Max(CAGR)

Winner

VCR

+11.12%

FTSM

+2.24%

VCR vs FTSM - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VCR	FTSM
2026	+3.30%	+2.11%
2025	+6.83%	+4.60%
2024	+25.49%	+5.20%
2023	+41.16%	+5.12%
2022	-36.56%	+1.04%
2021	+26.48%	-0.03%
2020	+46.60%	+1.12%
2019	+26.51%	+2.81%
2018	-3.60%	+1.92%
2017	+22.26%	+1.62%
2016	+8.62%	+1.18%
2015	+7.15%	+0.22%
2014	+10.05%	-0.11%
2013	+40.65%	N/A
2012	+23.48%	N/A
2011	+2.42%	N/A
2010	+29.54%	N/A
2009	+40.62%	N/A
2008	-36.57%	N/A
2007	-11.96%	N/A
2006	+15.78%	N/A
2005	-3.23%	N/A
2004	+14.42%	N/A

VCR vs FTSM Drawdown Comparison

The maximum drawdown for VCR was -61.53%, occurring on Nov 20, 2008. Recovery took 928 trading sessions.

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The current VCR drawdown is -1.97%.

Rank	VCR	FTSM
#1	-61.53% Jun 4, 2007 - Feb 7, 2011	-4.12% Mar 3, 2020 - Jun 8, 2020
#2	-39.20% Nov 19, 2021 - Nov 6, 2024	-1.80% Aug 31, 2015 - May 10, 2017
#3	-37.68% Feb 20, 2020 - Jun 8, 2020	-0.65% Oct 4, 2021 - Nov 2, 2022
#4	-27.35% Dec 17, 2024 - Sep 15, 2025	-0.35% May 21, 2015 - Aug 31, 2015
#5	-22.61% Sep 4, 2018 - Apr 16, 2019	-0.30% Oct 21, 2014 - Jan 30, 2015
#6	-20.49% Jul 7, 2011 - Feb 3, 2012	-0.20% Sep 5, 2014 - Oct 16, 2014
#7	-16.70% Nov 3, 2015 - Jul 12, 2016	-0.15% Apr 3, 2025 - Apr 17, 2025
#8	-15.58% Jan 9, 2026 - Mar 30, 2026	-0.15% Mar 16, 2015 - Apr 20, 2015
#9	-12.46% Jul 28, 2005 - May 9, 2006	-0.13% Jan 30, 2015 - Mar 2, 2015
#10	-11.77% Mar 5, 2004 - Nov 2, 2004	-0.12% Feb 27, 2026 - Mar 30, 2026
#11	-11.33% Dec 30, 2004 - Jul 19, 2005	-0.12% Nov 23, 2018 - Dec 24, 2018
#12	-11.18% Jul 31, 2015 - Nov 3, 2015	-0.12% Jun 10, 2020 - Jun 22, 2020
#13	-11.01% May 9, 2006 - Oct 4, 2006	-0.12% Jul 6, 2020 - Jul 20, 2020
#14	-10.07% May 2, 2012 - Sep 6, 2012	-0.10% Mar 20, 2023 - Mar 23, 2023
#15	-9.71% Jan 26, 2018 - Jun 6, 2018	-0.10% Aug 7, 2014 - Aug 15, 2014

Correlation

Correlation between VCR and FTSM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

VCR vs FTSM dividend yield comparison.

Year	VCR	FTSM
2026	0.35%	2.37%
2025	0.74%	4.28%
2024	0.74%	4.91%
2023	0.84%	4.62%
2022	0.98%	1.62%
2021	0.79%	0.39%
2020	1.71%	1.20%
2019	1.17%	2.38%
2018	1.37%	2.14%
2017	1.21%	1.49%
2016	1.60%	1.03%
2015	1.32%	0.48%
2014	1.23%	0.16%
2013	0.84%	0.00%
2012	1.52%	0.00%
2011	1.38%	0.00%
2010	0.99%	0.00%
2009	0.93%	0.00%
2008	2.44%	0.00%
2007	0.86%	0.00%
2006	0.77%	0.00%
2005	0.59%	0.00%
2004	0.63%	0.00%