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VEIRX vs. VTSAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VEIRX vs. VTSAX

Last updated Jun 4, 2026

VEIRX (Vanguard Equity Income Fund Admiral Shares) and VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) are both mutual funds - VEIRX is a Large Cap Value Equities fund managed by Vanguard, while VTSAX is a Large Cap Blend Equities fund managed by Vanguard. Over the past 10 years, VEIRX returned 11.95%/yr vs 15.12%/yr for VTSAX. Their correlation of 0.91 suggests significant overlap in exposure. VEIRX charges 0.19%/yr vs 0.04%/yr for VTSAX.

Performance

VEIRX vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VEIRX achieves a 9.73% return, which is significantly lower than VTSAX's 11.98% return. Over the past 10 years, VEIRX has underperformed VTSAX with an annualized return of 11.95%, while VTSAX has yielded a comparatively higher 15.12% annualized return.

VEIRX

1D
0.79%
1M
2.95%
YTD
9.73%
6M
9.86%
1Y
23.54%
3Y*
17.62%
5Y*
11.11%
10Y*
11.95%

VTSAX

1D
0.24%
1M
5.76%
YTD
11.98%
6M
11.87%
1Y
29.09%
3Y*
22.34%
5Y*
13.04%
10Y*
15.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEIRX vs. VTSAX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VEIRX
Vanguard Equity Income Fund Admiral Shares		9.73%17.25%14.91%7.76%-0.08%25.49%3.08%25.34%-5.68%17.68%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		11.98%17.12%23.23%26.51%-19.52%25.72%20.98%30.79%-5.18%21.16%

Correlation

The correlation between VEIRX and VTSAX is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.69

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (10Y)
Calculated over the trailing 10-year period

0.83

Correlation (All Time)
Calculated using the full available price history since Aug 14, 2001

0.91

Over the past year, the correlation between VEIRX and VTSAX has dropped to 0.69 - well below their long-term average of 0.91, suggesting their price drivers have been diverging.

VEIRX vs. VTSAX - Sectors Allocation Comparison

Sectors
VEIRX
VTSAX

Financial Services

20.5%
11.9%

Healthcare

14.8%
9.1%

Technology

13.0%
33.3%

Industrials

10.6%
9.5%

Consumer Defensive

9.4%
4.7%

Energy

8.3%
3.8%

Utilities

7.0%
2.7%

Consumer Cyclical

6.0%
9.8%

Basic Materials

3.4%
2.0%

Communication Services

2.9%
10.1%

Real Estate

1.9%
2.4%

Financial Services

VEIRX
20.5%
VTSAX
11.9%

Healthcare

VEIRX
14.8%
VTSAX
9.1%

Technology

VEIRX
13.0%
VTSAX
33.3%

Industrials

VEIRX
10.6%
VTSAX
9.5%

Consumer Defensive

VEIRX
9.4%
VTSAX
4.7%

Energy

VEIRX
8.3%
VTSAX
3.8%

Utilities

VEIRX
7.0%
VTSAX
2.7%

Consumer Cyclical

VEIRX
6.0%
VTSAX
9.8%

Basic Materials

VEIRX
3.4%
VTSAX
2.0%

Communication Services

VEIRX
2.9%
VTSAX
10.1%

Real Estate

VEIRX
1.9%
VTSAX
2.4%

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Vanguard Equity Income Fund Admiral Shares

Vanguard Total Stock Market Index Fund Admiral Shares

Often compared with VEIRX:
VEIRX vs. SCHDVEIRX vs. VFIAXVEIRX vs. VOOVEIRX vs. VWENXVEIRX vs. VWIAXVEIRX vs. VDADXVEIRX vs. VDIGX
Often compared with VTSAX:
VTSAX vs. VOOVTSAX vs. VTIAXVTSAX vs. SWTSXVTSAX vs. FSKAXVTSAX vs. VTIVTSAX vs. SPYVTSAX vs. VTWAX

Return for Risk

VEIRX vs. VTSAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VEIRX
VEIRX Risk / Return Rank: 6767
Overall Rank
VEIRX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
VEIRX Sortino Ratio Rank: 6666
Sortino Ratio Rank
VEIRX Omega Ratio Rank: 6161
Omega Ratio Rank
VEIRX Calmar Ratio Rank: 7676
Calmar Ratio Rank
VEIRX Martin Ratio Rank: 6666
Martin Ratio Rank
VTSAX
VTSAX Risk / Return Rank: 7171
Overall Rank
VTSAX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
VTSAX Sortino Ratio Rank: 6565
Sortino Ratio Rank
VTSAX Omega Ratio Rank: 6363
Omega Ratio Rank
VTSAX Calmar Ratio Rank: 7474
Calmar Ratio Rank
VTSAX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VEIRX vs. VTSAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.

VEIRXVTSAXDifference
Sharpe ratioReturn per unit of total volatility
2.39
2.47

-0.08

Sortino ratioReturn per unit of downside risk
3.39
3.36

+0.03

Omega ratioGain probability vs. loss probability

1.44

1.44

-0.01

Calmar ratioReturn relative to maximum drawdown

3.44

3.37

+0.07

Martin ratioReturn relative to average drawdown

12.85

15.56

-2.72

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VEIRX vs. VTSAX - Sharpe Ratio Comparison

The current VEIRX Sharpe Ratio is 2.39, which is comparable to the VTSAX Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of VEIRX and VTSAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

VEIRXVTSAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.39

2.47

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.76

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.82

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.47

+0.05

Drawdowns

VEIRX vs. VTSAX - Drawdown Comparison

The maximum VEIRX drawdown since its inception was -54.02%, roughly equal to the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for VEIRX and VTSAX.

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Drawdown Indicators

VEIRXVTSAXDifference

Max Drawdown

Largest peak-to-trough decline

-54.02%

-55.33%

+1.31%

Max Drawdown (1Y)

Largest decline over 1 year

-7.13%

-8.92%

+1.79%

Max Drawdown (3Y)

Largest decline over 3 years

-13.36%

-19.36%

+6.00%

Max Drawdown (5Y)

Largest decline over 5 years

-15.12%

-25.36%

+10.24%

Max Drawdown (10Y)

Largest decline over 10 years

-35.26%

-34.97%

-0.29%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-6.50%

-9.01%

+2.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

1.93%

-0.02%

Volatility

VEIRX vs. VTSAX - Volatility Comparison

Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 2.84% and 2.95%, 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.

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Volatility by Period

VEIRXVTSAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.84%

2.95%

-0.11%

Volatility (6M)

Calculated over the trailing 6-month period

7.65%

9.19%

-1.54%

Volatility (1Y)

Calculated over the trailing 1-year period

10.25%

12.19%

-1.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.92%

17.36%

-3.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.31%

18.41%

-2.10%

VEIRX vs. VTSAX - Expense Ratio Comparison

VEIRX has a 0.19% expense ratio, which is higher than VTSAX'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%.

Dividends

VEIRX vs. VTSAX - Dividend Comparison

VEIRX's dividend yield for the trailing twelve months is around 10.12%, more than VTSAX's 1.00% yield.

PositionTTM20252024202320222021202020192018201720162015
VEIRX
Vanguard Equity Income Fund Admiral Shares		10.12%11.03%9.83%7.96%8.79%7.71%2.86%4.45%10.98%3.04%3.87%6.48%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		1.00%1.11%1.26%1.42%1.65%1.20%1.41%1.76%2.03%1.71%1.92%1.98%

Frequently Asked Questions

VEIRX and VTSAX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VTSAX has higher volatility (2.95%) compared to VEIRX (2.84%). In terms of maximum drawdown, VEIRX dropped -54.02% vs VTSAX's -55.33%.

VTSAX currently has the higher Sharpe Ratio (2.47 vs 2.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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