VEIRX vs. VOO
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard S&P 500 ETF (VOO).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIRX or VOO.
Correlation
The correlation between VEIRX and VOO is 0.89, 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
VEIRX vs. VOO - Performance Comparison
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Key characteristics
VEIRX:
0.07
VOO:
0.72
VEIRX:
0.24
VOO:
1.15
VEIRX:
1.04
VOO:
1.17
VEIRX:
0.10
VOO:
0.77
VEIRX:
0.27
VOO:
2.94
VEIRX:
6.42%
VOO:
4.87%
VEIRX:
17.87%
VOO:
19.40%
VEIRX:
-54.02%
VOO:
-33.99%
VEIRX:
-9.21%
VOO:
-3.85%
Returns By Period
In the year-to-date period, VEIRX achieves a 1.97% return, which is significantly higher than VOO's 0.59% return. Over the past 10 years, VEIRX has underperformed VOO with an annualized return of 5.88%, while VOO has yielded a comparatively higher 12.75% annualized return.
VEIRX
1.97%
4.09%
-7.34%
1.28%
9.94%
5.88%
VOO
0.59%
9.01%
-0.97%
13.78%
17.33%
12.75%
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VEIRX vs. VOO - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
VEIRX vs. VOO — Risk-Adjusted Performance Rank
VEIRX
VOO
VEIRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
VEIRX vs. VOO - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 9.80%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 9.80% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.74% | 3.87% | 6.48% | 6.03% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VEIRX vs. VOO - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -54.02%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VEIRX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VEIRX vs. VOO - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 4.52%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.20%. This indicates that VEIRX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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