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.
Performance
VEIPX vs. VOO - Performance Comparison
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VEIPX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 1.48% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VEIPX achieves a 1.48% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, VEIPX has underperformed VOO with an annualized return of 11.24%, while VOO has yielded a comparatively higher 14.14% annualized return.
VEIPX
- 1D
- 1.64%
- 1M
- -4.28%
- YTD
- 1.48%
- 6M
- 4.75%
- 1Y
- 15.97%
- 3Y*
- 14.51%
- 5Y*
- 10.69%
- 10Y*
- 11.24%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
VEIPX vs. VOO — Risk / Return Rank
VEIPX
VOO
VEIPX vs. VOO - Risk-Adjusted Trends 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.
| VEIPX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.01 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.53 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.55 | -0.02 |
Martin ratioReturn relative to average drawdown | 6.72 | 7.31 | -0.59 |
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
| VEIPX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.01 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.71 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.79 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.83 | -0.19 |
Correlation
The correlation between VEIPX and VOO is 0.88, 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
VEIPX vs. VOO - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 10.84%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 10.84% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| VEIPX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -33.99% | -20.13% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -11.98% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -24.52% | +9.36% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -33.99% | -1.27% |
Current DrawdownCurrent decline from peak | -5.33% | -5.55% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -5.52% | -3.72% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.55% | -0.06% |
Volatility
VEIPX vs. VOO - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Investor Shares (VEIPX) is 3.68%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that VEIPX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEIPX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 5.34% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 9.47% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.05% | 18.11% | -3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 16.82% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.30% | 17.99% | -1.69% |