VDEQX vs. VOO
Compare and contrast key facts about Vanguard Diversified Equity Fund (VDEQX) and Vanguard S&P 500 ETF (VOO).
VDEQX is managed by Vanguard. It was launched on Jun 10, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDEQX or VOO.
Correlation
The correlation between VDEQX and VOO is 0.97, 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.
Performance
VDEQX vs. VOO - Performance Comparison
Key characteristics
VDEQX:
1.60
VOO:
2.25
VDEQX:
2.21
VOO:
2.98
VDEQX:
1.31
VOO:
1.42
VDEQX:
2.65
VOO:
3.31
VDEQX:
9.68
VOO:
14.77
VDEQX:
2.48%
VOO:
1.90%
VDEQX:
14.98%
VOO:
12.46%
VDEQX:
-56.27%
VOO:
-33.99%
VDEQX:
-3.66%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VDEQX achieves a 21.73% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VDEQX has underperformed VOO with an annualized return of 12.07%, while VOO has yielded a comparatively higher 13.08% annualized return.
VDEQX
21.73%
-0.93%
8.90%
16.76%
13.59%
12.07%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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VDEQX vs. VOO - Expense Ratio Comparison
VDEQX has a 0.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VDEQX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Diversified Equity Fund (VDEQX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
VDEQX vs. VOO - Dividend Comparison
VDEQX's dividend yield for the trailing twelve months is around 0.75%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDEQX Vanguard Diversified Equity Fund | 0.75% | 0.92% | 0.71% | 0.60% | 0.75% | 0.97% | 1.24% | 1.02% | 1.38% | 1.21% | 1.06% | 0.93% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VDEQX vs. VOO - Drawdown Comparison
The maximum VDEQX drawdown since its inception was -56.27%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VDEQX and VOO. For additional features, visit the drawdowns tool.
Volatility
VDEQX vs. VOO - Volatility Comparison
Vanguard Diversified Equity Fund (VDEQX) has a higher volatility of 4.33% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that VDEQX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.