VESIX vs. VOO
Compare and contrast key facts about Vanguard European Stock Index Fund Institutional Shares (VESIX) and Vanguard S&P 500 ETF (VOO).
VESIX is managed by Vanguard. It was launched on May 15, 2000. 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: VESIX or VOO.
Key characteristics
| VESIX | VOO | |
|---|---|---|
| YTD Return | 10.40% | 18.91% |
| 1Y Return | 20.39% | 28.20% |
| 3Y Return (Ann) | 4.37% | 9.93% |
| 5Y Return (Ann) | 8.44% | 15.31% |
| 10Y Return (Ann) | 5.26% | 12.87% |
| Sharpe Ratio | 1.58 | 2.21 |
| Daily Std Dev | 12.95% | 12.64% |
| Max Drawdown | -63.25% | -33.99% |
| Current Drawdown | -1.74% | -0.60% |
Correlation
The correlation between VESIX and VOO is 0.76, 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
VESIX vs. VOO - Performance Comparison
In the year-to-date period, VESIX achieves a 10.40% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, VESIX has underperformed VOO with an annualized return of 5.26%, while VOO has yielded a comparatively higher 12.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VESIX vs. VOO - Expense Ratio Comparison
VESIX has a 0.08% 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
VESIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund Institutional Shares (VESIX) 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
VESIX vs. VOO - Dividend Comparison
VESIX's dividend yield for the trailing twelve months is around 2.66%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESIX Vanguard European Stock Index Fund Institutional Shares | 2.66% | 3.15% | 3.25% | 3.04% | 2.10% | 3.28% | 3.95% | 2.72% | 3.54% | 3.27% | 4.65% | 2.80% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VESIX vs. VOO - Drawdown Comparison
The maximum VESIX drawdown since its inception was -63.25%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VESIX and VOO. For additional features, visit the drawdowns tool.
Volatility
VESIX vs. VOO - Volatility Comparison
The current volatility for Vanguard European Stock Index Fund Institutional Shares (VESIX) is 3.44%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.83%. This indicates that VESIX 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.