Vanguard FTSE Social Index Fund
Fund offered by:
Vanguard
Ticker: VFTAXsocially responsible
Gender equality score
Gender equality score

49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
79.6
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 488 out of 2,391 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
24/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Nielsen Holdings PLC
    0.02% of assets
    $3.45M invested
  • 2. Procter & Gamble Co
    1.01% of assets
    $152.81M invested
  • 3. Citigroup Inc
    0.43% of assets
    $65.55M invested
  • 4. Facebook Inc Class A
    2.64% of assets
    $400.4M invested
  • 5. Accenture PLC Class A
    0.62% of assets
    $94.29M invested
  • 6. Dow Inc
    0.14% of assets
    $20.69M invested
  • 7. JPMorgan Chase & Co
    1.4% of assets
    $212.1M invested
  • 8. Verizon Communications Inc
    0.66% of assets
    $100.45M invested
  • 9. Bank of America Corp
    0.92% of assets
    $138.85M invested
  • 10. Eli Lilly and Co
    0.64% of assets
    $96.54M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Ubiquiti Inc
    0.01% of assets
    $878,472 invested
  • 2. Zscaler Inc
    0.06% of assets
    $9.56M invested
  • 3. Datadog Inc Class A
    0.09% of assets
    $13.81M invested
  • 4. Carvana Co Class A
    0.07% of assets
    $11.08M invested
  • 5. RingCentral Inc Class A
    0.06% of assets
    $8.92M invested
  • 6. NVR Inc
    0.05% of assets
    $7.6M invested
  • 7. Altice USA Inc Class A
    0.02% of assets
    $2.59M invested
  • 8. Tesla Inc
    1.66% of assets
    $251.71M invested
  • 9. Zoom Video Communications Inc
    0.18% of assets
    $27.19M invested
  • 10. CrowdStrike Holdings Inc Class A
    0.13% of assets
    $19.91M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on VFTAX at Morningstar.com
Gender Equality and Returns
Returns chart for Vanguard FTSE Social Index Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
VFTAX
Vanguard FTSE Social Index Fund
Family
Vanguard
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.35% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
VFTAX
Vanguard FTSE Social Index Fund
Family
Vanguard
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.35% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
VFTAX
Vanguard FTSE Social Index Fund
Family
Vanguard
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.35% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
VFTAX - Vanguard FTSE Social Index Fund
29%
18%
19%
18%
49  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
49  / 100 points
Fund compared to benchmark
 
-0.52%
2.09%
1.82%
1.35%
Same
Find more financial data on VFTAX at Morningstar.com
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