VEIRX vs. TRDIX
VEIRX (Vanguard Equity Income Fund Admiral Shares) and TRDIX (Transamerica Sustainable Equity Income Fund) are both Dividend funds. Over the past 10 years, VEIRX returned 11.87%/yr vs 8.55%/yr for TRDIX. Their correlation of 0.92 means they have usually moved in the same direction. VEIRX charges 0.19%/yr vs 0.74%/yr for TRDIX.
Performance
VEIRX vs. TRDIX - Performance Comparison
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Returns By Period
In the year-to-date period, VEIRX achieves a 11.85% return, which is significantly lower than TRDIX's 20.50% return. Over the past 10 years, VEIRX has outperformed TRDIX with an annualized return of 11.87%, while TRDIX has yielded a comparatively lower 8.55% annualized return.
VEIRX
- 1D
- -0.01%
- 1M
- 1.91%
- 6M
- 7.76%
- YTD
- 11.85%
- 1Y
- 23.30%
- 3Y*
- 15.64%
- 5Y*
- 11.73%
- 10Y*
- 11.87%
- ALL TIME*
- 9.07%
TRDIX
- 1D
- -0.57%
- 1M
- 0.87%
- 6M
- 13.32%
- YTD
- 20.50%
- 1Y
- 28.28%
- 3Y*
- 17.35%
- 5Y*
- 9.08%
- 10Y*
- 8.55%
- ALL TIME*
- 7.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VEIRX vs. TRDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 11.85% | 17.25% | 14.91% | 7.76% | -0.08% | 25.49% | 3.08% | 25.34% | -5.68% | 17.68% |
TRDIX Transamerica Sustainable Equity Income Fund | 20.50% | 11.15% | 16.62% | 6.17% | -11.25% | 22.44% | -7.53% | 23.47% | -12.21% | 16.22% |
Correlation
The correlation between VEIRX and TRDIX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.92 |
The correlation between VEIRX and TRDIX shifts across timeframes, from 0.82 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VEIRX vs. TRDIX — Risk / Return Rank
VEIRX
TRDIX
VEIRX vs. TRDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Transamerica Sustainable Equity Income Fund (TRDIX). 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.
| VEIRX | TRDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.38 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 2.57 | +0.55 |
| Martin ratioReturn relative to average drawdown | 11.78 | 10.81 | +0.97 |
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Drawdowns
VEIRX vs. TRDIX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -54.02%, which is greater than TRDIX's maximum drawdown of -47.02%. Use the drawdown chart below to compare losses from any high point for VEIRX and TRDIX.
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Drawdown Indicators
| VEIRX | TRDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -47.02% | -7.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.13% | -10.50% | +3.37% |
Max Drawdown (3Y)Largest decline over 3 years | -13.36% | -15.15% | +1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -15.12% | -31.35% | +16.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -47.02% | +11.76% |
Current DrawdownCurrent decline from peak | -0.86% | -0.57% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -8.86% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 2.49% | -0.60% |
Volatility
VEIRX vs. TRDIX - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 2.57%, while Transamerica Sustainable Equity Income Fund (TRDIX) has a volatility of 3.18%. This indicates that VEIRX experiences smaller price fluctuations and is considered to be less risky than TRDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEIRX | TRDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 3.18% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 10.36% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.27% | 12.75% | -2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 17.94% | -4.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 19.76% | -3.51% |
VEIRX vs. TRDIX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is lower than TRDIX's 0.74% expense ratio.
Dividends
VEIRX vs. TRDIX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 9.92%, more than TRDIX's 1.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRDIX Transamerica Sustainable Equity Income Fund | 1.18% | 1.47% | 8.93% | 1.89% | 2.13% | 17.89% | 2.19% | 15.03% | 20.64% | 8.73% | 16.84% | 19.55% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 9.92% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
Frequently Asked Questions
VEIRX and TRDIX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRDIX has higher volatility (3.18%) compared to VEIRX (2.57%). In terms of maximum drawdown, VEIRX dropped -54.02% vs TRDIX's -47.02%.
VEIRX currently has the higher Sharpe Ratio (2.19 vs 2.12), 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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