VEIRX vs. EOS-USD

Last updated Apr 3, 2026

Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and EOS (EOS-USD).

VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.

Performance

VEIRX vs. EOS-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Equity Income Fund Admiral Shares (VEIRX) and EOS (EOS-USD). The values are adjusted to include any dividend payments, if applicable.

VEIRX vs. EOS-USD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VEIRX Vanguard Equity Income Fund Admiral Shares	1.44%	17.25%	14.91%	7.76%	-0.08%	25.49%	3.08%	25.34%	-5.68%	10.49%
EOS-USD EOS	-51.63%	-79.52%	-8.35%	-1.89%	-71.60%	16.76%	0.93%	0.16%	-70.72%	931.30%

Returns By Period

In the year-to-date period, VEIRX achieves a 1.44% return, which is significantly higher than EOS-USD's -51.63% return.

VEIRX

• 1D: -0.06%
• 1M: -3.21%
• YTD: 1.44%
• 6M: 4.87%
• 1Y: 15.25%
• 3Y*: 14.59%
• 5Y*: 10.77%
• 10Y*: 11.33%

EOS-USD

• 1D: -2.51%
• 1M: -0.61%
• YTD: -51.63%
• 6M: -81.64%
• 1Y: -90.46%
• 3Y*: -59.75%
• 5Y*: -57.32%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

VEIRX vs. EOS-USD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VEIRX

VEIRX Risk / Return Rank: 48
VEIRX Sharpe Ratio Rank: 48
VEIRX Sortino Ratio Rank: 47
VEIRX Omega Ratio Rank: 49
VEIRX Calmar Ratio Rank: 43
VEIRX Martin Ratio Rank: 52

EOS-USD

EOS-USD Risk / Return Rank: 21
EOS-USD Sharpe Ratio Rank: 0
EOS-USD Sortino Ratio Rank: 0
EOS-USD Omega Ratio Rank: 0
EOS-USD Calmar Ratio Rank: 45
EOS-USD Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VEIRX vs. EOS-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and EOS (EOS-USD). 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.

	VEIRX	EOS-USD	Difference
Sharpe ratio Return per unit of total volatility	1.07	-1.10	+2.17
Sortino ratio Return per unit of downside risk	1.55	-3.06	+4.61
Omega ratio Gain probability vs. loss probability	1.24	0.69	+0.54
Calmar ratio Return relative to maximum drawdown	1.44	-1.08	+2.52
Martin ratio Return relative to average drawdown	6.25	-1.52	+7.77
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VEIRX vs. EOS-USD - Sharpe Ratio Comparison

The current VEIRX Sharpe Ratio is 1.07, which is higher than the EOS-USD Sharpe Ratio of -1.10. The chart below compares the historical Sharpe Ratios of VEIRX and EOS-USD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	VEIRX	EOS-USD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.07	-1.10	+2.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.78	-0.58	+1.35
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.70	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	-0.19	+0.69

Correlation

The correlation between VEIRX and EOS-USD is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Drawdowns

VEIRX vs. EOS-USD - Drawdown Comparison

The maximum VEIRX drawdown since its inception was -54.02%, smaller than the maximum EOS-USD drawdown of -99.67%. Use the drawdown chart below to compare losses from any high point for VEIRX and EOS-USD.

Drawdown Indicators

	VEIRX	EOS-USD	Difference
Max Drawdown Largest peak-to-trough decline	-54.02%	-99.67%	+45.65%
Max Drawdown (1Y) Largest decline over 1 year	-7.30%	-92.33%	+85.03%
Max Drawdown (5Y) Largest decline over 5 years	-15.12%	-99.50%	+84.38%
Max Drawdown (10Y) Largest decline over 10 years	-35.26%	—	—
Current Drawdown Current decline from peak	-5.39%	-99.64%	+94.25%
Average Drawdown Average peak-to-trough decline	-6.54%	-84.67%	+78.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.52%	62.15%	-59.63%

Volatility

VEIRX vs. EOS-USD - Volatility Comparison

The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 3.53%, while EOS (EOS-USD) has a volatility of 14.84%. This indicates that VEIRX experiences smaller price fluctuations and is considered to be less risky than EOS-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VEIRX	EOS-USD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.53%	14.84%	-11.31%
Volatility (6M) Calculated over the trailing 6-month period	7.85%	61.15%	-53.30%
Volatility (1Y) Calculated over the trailing 1-year period	15.03%	69.89%	-54.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.92%	82.77%	-68.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.30%	105.21%	-88.91%