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.
Performance
VEIRX vs. VOO - Performance Comparison
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VEIRX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | -0.12% | 17.25% | 14.91% | 7.76% | -0.08% | 25.49% | 3.08% | 25.34% | -5.68% | 17.68% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VEIRX achieves a -0.12% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, VEIRX has underperformed VOO with an annualized return of 11.15%, while VOO has yielded a comparatively higher 14.05% annualized return.
VEIRX
- 1D
- 0.05%
- 1M
- -6.01%
- YTD
- -0.12%
- 6M
- 3.46%
- 1Y
- 13.96%
- 3Y*
- 14.00%
- 5Y*
- 10.56%
- 10Y*
- 11.15%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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%.
Return for Risk
VEIRX vs. VOO — Risk / Return Rank
VEIRX
VOO
VEIRX vs. VOO - Risk-Adjusted Trends 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.
| VEIRX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.98 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.50 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.53 | -0.26 |
Martin ratioReturn relative to average drawdown | 5.65 | 7.29 | -1.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VEIRX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.98 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.83 | -0.34 |
Correlation
The correlation between VEIRX and VOO is 0.88, 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.
Dividends
VEIRX vs. VOO - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 11.12%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 11.12% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| VEIRX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -33.99% | -20.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -11.98% | +1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -15.12% | -24.52% | +9.40% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -33.99% | -1.27% |
Current DrawdownCurrent decline from peak | -6.84% | -6.29% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -3.72% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.52% | -0.05% |
Volatility
VEIRX vs. VOO - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 3.13%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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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Volatility by Period
| VEIRX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 5.29% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.70% | 9.44% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 18.10% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 16.82% | -2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 17.99% | -1.70% |