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
Key characteristics
VEIRX:
0.12
VOO:
0.57
VEIRX:
0.26
VOO:
0.92
VEIRX:
1.04
VOO:
1.13
VEIRX:
0.11
VOO:
0.58
VEIRX:
0.35
VOO:
2.42
VEIRX:
5.93%
VOO:
4.51%
VEIRX:
17.69%
VOO:
19.17%
VEIRX:
-56.75%
VOO:
-33.99%
VEIRX:
-11.70%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VEIRX achieves a -0.83% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, VEIRX has underperformed VOO with an annualized return of 5.71%, while VOO has yielded a comparatively higher 12.02% annualized return.
VEIRX
-0.83%
-3.80%
-8.67%
1.28%
8.82%
5.71%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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.
Dividends
VEIRX vs. VOO - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 3.05%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 3.05% | 2.91% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% |
VOO Vanguard S&P 500 ETF | 1.39% | 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 -56.75%, 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.
Volatility
VEIRX vs. VOO - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 11.25%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. 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.