VEIRX vs. VDADX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. VDADX is managed by Vanguard. It was launched on Dec 19, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIRX or VDADX.
Performance
VEIRX vs. VDADX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VEIRX having a 17.38% return and VDADX slightly higher at 18.16%. Over the past 10 years, VEIRX has underperformed VDADX with an annualized return of 6.62%, while VDADX has yielded a comparatively higher 11.65% annualized return.
VEIRX
17.38%
-0.48%
7.31%
20.19%
7.24%
6.62%
VDADX
18.16%
-1.21%
8.91%
24.93%
12.39%
11.65%
Key characteristics
| VEIRX | VDADX | |
|---|---|---|
| Sharpe Ratio | 1.73 | 2.57 |
| Sortino Ratio | 2.28 | 3.68 |
| Omega Ratio | 1.33 | 1.47 |
| Calmar Ratio | 2.13 | 4.98 |
| Martin Ratio | 8.14 | 16.38 |
| Ulcer Index | 2.41% | 1.52% |
| Daily Std Dev | 11.36% | 9.70% |
| Max Drawdown | -56.75% | -31.70% |
| Current Drawdown | -1.67% | -2.14% |
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VEIRX vs. VDADX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is higher than VDADX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VEIRX and VDADX is 0.91, 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.
Risk-Adjusted Performance
VEIRX vs. VDADX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). 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
VEIRX vs. VDADX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 2.81%, more than VDADX's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.81% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% | 2.60% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.70% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% | 1.95% | 0.00% |
Drawdowns
VEIRX vs. VDADX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -56.75%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for VEIRX and VDADX. For additional features, visit the drawdowns tool.
Volatility
VEIRX vs. VDADX - Volatility Comparison
Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) have volatilities of 3.58% and 3.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.