VEIEX vs. VFINX
Compare and contrast key facts about Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) and Vanguard 500 Index Fund Investor Shares (VFINX).
VEIEX is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Markets All Cap China A Inclusion Index. It was launched on May 4, 1994. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIEX or VFINX.
Key characteristics
| VEIEX | VFINX | |
|---|---|---|
| YTD Return | 12.48% | 26.77% |
| 1Y Return | 19.61% | 37.39% |
| 3Y Return (Ann) | -1.17% | 10.11% |
| 5Y Return (Ann) | 4.57% | 15.94% |
| 10Y Return (Ann) | 3.54% | 13.35% |
| Sharpe Ratio | 1.54 | 3.04 |
| Sortino Ratio | 2.20 | 4.04 |
| Omega Ratio | 1.27 | 1.57 |
| Calmar Ratio | 0.80 | 4.41 |
| Martin Ratio | 8.21 | 19.94 |
| Ulcer Index | 2.40% | 1.87% |
| Daily Std Dev | 12.81% | 12.28% |
| Max Drawdown | -65.96% | -55.25% |
| Current Drawdown | -9.70% | -0.28% |
Correlation
The correlation between VEIEX and VFINX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VEIEX vs. VFINX - Performance Comparison
In the year-to-date period, VEIEX achieves a 12.48% return, which is significantly lower than VFINX's 26.77% return. Over the past 10 years, VEIEX has underperformed VFINX with an annualized return of 3.54%, while VFINX has yielded a comparatively higher 13.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VEIEX vs. VFINX - Expense Ratio Comparison
VEIEX has a 0.29% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
VEIEX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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
VEIEX vs. VFINX - Dividend Comparison
VEIEX's dividend yield for the trailing twelve months is around 2.44%, more than VFINX's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares | 2.44% | 3.31% | 3.87% | 2.41% | 1.72% | 3.07% | 2.67% | 2.14% | 2.33% | 3.04% | 2.67% | 2.57% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
Drawdowns
VEIEX vs. VFINX - Drawdown Comparison
The maximum VEIEX drawdown since its inception was -65.96%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VEIEX and VFINX. For additional features, visit the drawdowns tool.
Volatility
VEIEX vs. VFINX - Volatility Comparison
Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) has a higher volatility of 4.49% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 3.85%. This indicates that VEIEX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.