VEIRX vs. VFIAX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIRX or VFIAX.
Performance
VEIRX vs. VFIAX - Performance Comparison
Returns By Period
In the year-to-date period, VEIRX achieves a 17.38% return, which is significantly lower than VFIAX's 24.51% return. Over the past 10 years, VEIRX has underperformed VFIAX with an annualized return of 6.62%, while VFIAX has yielded a comparatively higher 13.11% annualized return.
VEIRX
17.38%
-0.48%
7.31%
20.19%
7.24%
6.62%
VFIAX
24.51%
0.57%
11.39%
31.98%
15.26%
13.11%
Key characteristics
| VEIRX | VFIAX | |
|---|---|---|
| Sharpe Ratio | 1.73 | 2.63 |
| Sortino Ratio | 2.28 | 3.51 |
| Omega Ratio | 1.33 | 1.49 |
| Calmar Ratio | 2.13 | 3.81 |
| Martin Ratio | 8.14 | 17.18 |
| Ulcer Index | 2.41% | 1.87% |
| Daily Std Dev | 11.36% | 12.25% |
| Max Drawdown | -56.75% | -55.20% |
| Current Drawdown | -1.67% | -2.14% |
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VEIRX vs. VFIAX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is higher than VFIAX's 0.04% 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 VFIAX is 0.93, 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. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 2.81%, more than VFIAX's 1.25% 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.25% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VEIRX vs. VFIAX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -56.75%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VEIRX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
VEIRX vs. VFIAX - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 3.58%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.05%. This indicates that VEIRX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.