VEIPX vs. VTVT
VEIPX (Vanguard Equity Income Fund Investor Shares) is Large Cap Value Equities fund actively managed by Vanguard, while VTVT (vTv Therapeutics Inc.) is a stock. Over the past 10 years, VEIPX returned 11.92%/yr vs -17.35%/yr for VTVT. At a 0.16 correlation, their price movements are largely independent.
Performance
VEIPX vs. VTVT - Performance Comparison
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Returns By Period
In the year-to-date period, VEIPX achieves a 8.13% return, which is significantly higher than VTVT's -11.67% return. Over the past 10 years, VEIPX has outperformed VTVT with an annualized return of 11.92%, while VTVT has yielded a comparatively lower -17.35% annualized return.
VEIPX
- 1D
- -0.17%
- 1M
- -0.40%
- YTD
- 8.13%
- 6M
- 7.52%
- 1Y
- 20.32%
- 3Y*
- 16.81%
- 5Y*
- 11.37%
- 10Y*
- 11.92%
VTVT
- 1D
- 4.14%
- 1M
- 2.67%
- YTD
- -11.67%
- 6M
- -5.80%
- 1Y
- 132.71%
- 3Y*
- 4.52%
- 5Y*
- -17.99%
- 10Y*
- -17.35%
VEIPX vs. VTVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 8.13% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
VTVT vTv Therapeutics Inc. | -11.67% | 189.60% | 20.08% | -56.62% | -33.39% | -46.51% | 9.41% | -35.85% | -55.91% | 24.43% |
Correlation
The correlation between VEIPX and VTVT is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2015 | 0.16 |
The correlation between VEIPX and VTVT shifts across timeframes, from 0.05 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
VEIPX vs. VTVT — Risk / Return Rank
VEIPX
VTVT
VEIPX vs. VTVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) and vTv Therapeutics Inc. (VTVT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VEIPX | VTVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.30 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | 4.16 | -1.19 |
| Martin ratioReturn relative to average drawdown | 11.06 | 9.36 | +1.70 |
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Drawdowns
VEIPX vs. VTVT - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, smaller than the maximum VTVT drawdown of -98.59%. Use the drawdown chart below to compare losses from any high point for VEIPX and VTVT.
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Drawdown Indicators
| VEIPX | VTVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -98.59% | +44.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.15% | -32.06% | +24.91% |
Max Drawdown (3Y)Largest decline over 3 years | -13.39% | -74.52% | +61.13% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -91.39% | +76.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -97.48% | +62.22% |
Current DrawdownCurrent decline from peak | -1.43% | -93.69% | +92.26% |
Average DrawdownAverage peak-to-trough decline | -5.50% | -82.79% | +77.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 14.23% | -12.31% |
Volatility
VEIPX vs. VTVT - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Investor Shares (VEIPX) is 2.82%, while vTv Therapeutics Inc. (VTVT) has a volatility of 15.94%. This indicates that VEIPX experiences smaller price fluctuations and is considered to be less risky than VTVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEIPX | VTVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 15.94% | -13.12% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 60.32% | -52.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.39% | 75.62% | -65.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 96.30% | -82.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 120.42% | -104.11% |
Dividends
VEIPX vs. VTVT - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 10.17%, while VTVT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 10.17% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
VTVT vTv Therapeutics Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VEIPX and VTVT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTVT has higher volatility (15.94%) compared to VEIPX (2.82%). In terms of maximum drawdown, VEIPX dropped -54.12% vs VTVT's -98.59%.
VEIPX currently has the higher Sharpe Ratio (2.05 vs 1.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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