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.
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
Key characteristics
VESIX:
0.69
VOO:
2.21
VESIX:
1.01
VOO:
2.92
VESIX:
1.12
VOO:
1.41
VESIX:
0.78
VOO:
3.34
VESIX:
1.93
VOO:
14.07
VESIX:
4.54%
VOO:
2.01%
VESIX:
12.67%
VOO:
12.80%
VESIX:
-63.25%
VOO:
-33.99%
VESIX:
-8.25%
VOO:
-1.36%
Returns By Period
In the year-to-date period, VESIX achieves a 2.36% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, VESIX has underperformed VOO with an annualized return of 5.50%, while VOO has yielded a comparatively higher 13.52% annualized return.
VESIX
2.36%
2.19%
-2.55%
7.91%
5.25%
5.50%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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 Rank
VESIX
VOO
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 3.52%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESIX Vanguard European Stock Index Fund Institutional Shares | 3.52% | 3.61% | 3.14% | 3.24% | 3.04% | 2.10% | 3.29% | 3.95% | 2.72% | 3.54% | 3.27% | 5.21% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 3.95%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. 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.