VEIPX vs. VYM
Compare and contrast key facts about Vanguard Equity Income Fund Investor Shares (VEIPX) and Vanguard High Dividend Yield ETF (VYM).
VEIPX is managed by Vanguard. It was launched on Mar 21, 1988. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIPX or VYM.
Correlation
The correlation between VEIPX and VYM is 0.98, 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. VYM - Performance Comparison
Key characteristics
VEIPX:
0.39
VYM:
1.70
VEIPX:
0.54
VYM:
2.41
VEIPX:
1.10
VYM:
1.31
VEIPX:
0.43
VYM:
3.04
VEIPX:
2.66
VYM:
10.05
VEIPX:
2.08%
VYM:
1.81%
VEIPX:
14.15%
VYM:
10.73%
VEIPX:
-54.12%
VYM:
-56.98%
VEIPX:
-12.99%
VYM:
-5.86%
Returns By Period
In the year-to-date period, VEIPX achieves a 5.04% return, which is significantly lower than VYM's 16.02% return. Over the past 10 years, VEIPX has underperformed VYM with an annualized return of 8.32%, while VYM has yielded a comparatively higher 9.52% annualized return.
VEIPX
5.04%
-10.53%
-2.13%
7.09%
6.83%
8.32%
VYM
16.02%
-3.00%
7.13%
18.20%
9.48%
9.52%
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VEIPX vs. VYM - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
VEIPX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) and Vanguard High Dividend Yield ETF (VYM). 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. VYM - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 2.12%, more than VYM's 2.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 2.12% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
VYM Vanguard High Dividend Yield ETF | 2.00% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
VEIPX vs. VYM - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for VEIPX and VYM. For additional features, visit the drawdowns tool.
Volatility
VEIPX vs. VYM - Volatility Comparison
Vanguard Equity Income Fund Investor Shares (VEIPX) has a higher volatility of 10.47% compared to Vanguard High Dividend Yield ETF (VYM) at 3.76%. This indicates that VEIPX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.