VEIPX vs. VOO
Compare and contrast key facts about Vanguard Equity Income Fund Investor Shares (VEIPX) and Vanguard S&P 500 ETF (VOO).
VEIPX is managed by Vanguard. It was launched on Mar 21, 1988. 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: VEIPX or VOO.
Correlation
The correlation between VEIPX and VOO is 0.89, 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
VEIPX vs. VOO - Performance Comparison
Key characteristics
VEIPX:
0.48
VOO:
2.04
VEIPX:
0.64
VOO:
2.72
VEIPX:
1.12
VOO:
1.38
VEIPX:
0.53
VOO:
3.02
VEIPX:
3.53
VOO:
13.60
VEIPX:
1.92%
VOO:
1.88%
VEIPX:
14.17%
VOO:
12.52%
VEIPX:
-54.12%
VOO:
-33.99%
VEIPX:
-12.74%
VOO:
-3.52%
Returns By Period
In the year-to-date period, VEIPX achieves a 5.34% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, VEIPX has underperformed VOO with an annualized return of 8.40%, while VOO has yielded a comparatively higher 13.02% annualized return.
VEIPX
5.34%
-10.63%
-1.45%
5.84%
6.90%
8.40%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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VEIPX vs. VOO - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VEIPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) 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
VEIPX vs. VOO - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 2.11%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 2.11% | 2.93% | 8.69% | 7.62% | 2.77% | 4.36% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VEIPX vs. VOO - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VEIPX and VOO. For additional features, visit the drawdowns tool.
Volatility
VEIPX vs. VOO - Volatility Comparison
Vanguard Equity Income Fund Investor Shares (VEIPX) has a higher volatility of 10.47% compared to Vanguard S&P 500 ETF (VOO) at 3.58%. This indicates that VEIPX'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.