VASVX vs. VEIPX
Compare and contrast key facts about Vanguard Selected Value Fund (VASVX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
VASVX is managed by Vanguard. It was launched on Feb 15, 1996. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Performance
VASVX vs. VEIPX - Performance Comparison
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VASVX vs. VEIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | -1.55% | 10.99% | 6.68% | 25.45% | -7.55% | 27.54% | 5.79% | 29.55% | -19.75% | 18.01% |
VEIPX Vanguard Equity Income Fund Investor Shares | -0.15% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
Returns By Period
In the year-to-date period, VASVX achieves a -1.55% return, which is significantly lower than VEIPX's -0.15% return. Over the past 10 years, VASVX has underperformed VEIPX with an annualized return of 9.89%, while VEIPX has yielded a comparatively higher 11.06% annualized return.
VASVX
- 1D
- -0.08%
- 1M
- -8.58%
- YTD
- -1.55%
- 6M
- 0.20%
- 1Y
- 11.12%
- 3Y*
- 11.86%
- 5Y*
- 8.26%
- 10Y*
- 9.89%
VEIPX
- 1D
- 0.05%
- 1M
- -6.02%
- YTD
- -0.15%
- 6M
- 3.42%
- 1Y
- 13.87%
- 3Y*
- 13.89%
- 5Y*
- 10.46%
- 10Y*
- 11.06%
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VASVX vs. VEIPX - Expense Ratio Comparison
VASVX has a 0.32% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Return for Risk
VASVX vs. VEIPX — Risk / Return Rank
VASVX
VEIPX
VASVX vs. VEIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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.
| VASVX | VEIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.00 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.45 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.26 | -0.58 |
Martin ratioReturn relative to average drawdown | 2.37 | 5.61 | -3.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VASVX | VEIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.00 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.76 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.68 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.64 | -0.20 |
Correlation
The correlation between VASVX and VEIPX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VASVX vs. VEIPX - Dividend Comparison
VASVX's dividend yield for the trailing twelve months is around 13.53%, more than VEIPX's 11.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 13.53% | 13.32% | 14.35% | 8.29% | 13.22% | 7.77% | 10.19% | 7.44% | 11.90% | 8.59% | 4.51% | 5.68% |
VEIPX Vanguard Equity Income Fund Investor Shares | 11.02% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
Drawdowns
VASVX vs. VEIPX - Drawdown Comparison
The maximum VASVX drawdown since its inception was -55.70%, roughly equal to the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for VASVX and VEIPX.
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Drawdown Indicators
| VASVX | VEIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.70% | -54.12% | -1.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -10.97% | -3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -15.16% | -10.82% |
Max Drawdown (10Y)Largest decline over 10 years | -48.19% | -35.26% | -12.93% |
Current DrawdownCurrent decline from peak | -10.40% | -6.85% | -3.55% |
Average DrawdownAverage peak-to-trough decline | -9.57% | -5.52% | -4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.03% | 2.47% | +1.56% |
Volatility
VASVX vs. VEIPX - Volatility Comparison
Vanguard Selected Value Fund (VASVX) has a higher volatility of 4.98% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 3.14%. This indicates that VASVX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VASVX | VEIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 3.14% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 11.29% | 7.69% | +3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.37% | 15.00% | +5.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.53% | 13.91% | +6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 16.29% | +6.13% |