VDADX vs. VEIRX

In the year-to-date period, VDADX achieves a 1.67% return, which is significantly lower than VEIRX's 3.18% return. Over the past 10 years, VDADX has outperformed VEIRX with an annualized return of 11.49%, while VEIRX has yielded a comparatively lower 10.09% annualized return.

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VDADX has a 0.08% expense ratio, which is lower than VEIRX's 0.19% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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.

The current VDADX Sharpe Ratio is 0.81, which is comparable to the VEIRX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of VDADX and VEIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VDADX's dividend yield for the trailing twelve months is around 1.77%, less than VEIRX's 9.69% yield.

The maximum VDADX drawdown since its inception was -31.70%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for VDADX and VEIRX.

Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) has a higher volatility of 4.47% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 4.24%. This indicates that VDADX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.