Correlation
The correlation between VEUPX and VOO is 0.75, 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.
VEUPX vs. VOO
Compare and contrast key facts about Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) and Vanguard S&P 500 ETF (VOO).
VEUPX is managed by Vanguard. It was launched on Dec 5, 2014. 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: VEUPX or VOO.
Performance
VEUPX vs. VOO - Performance Comparison
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Key characteristics
VEUPX:
0.88
VOO:
0.74
VEUPX:
1.22
VOO:
1.04
VEUPX:
1.16
VOO:
1.15
VEUPX:
1.00
VOO:
0.68
VEUPX:
2.75
VOO:
2.58
VEUPX:
5.07%
VOO:
4.93%
VEUPX:
16.82%
VOO:
19.54%
VEUPX:
-36.83%
VOO:
-33.99%
VEUPX:
-0.38%
VOO:
-3.55%
Returns By Period
In the year-to-date period, VEUPX achieves a 21.06% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, VEUPX has underperformed VOO with an annualized return of 6.40%, while VOO has yielded a comparatively higher 12.81% annualized return.
VEUPX
21.06%
4.93%
17.96%
14.72%
12.37%
12.85%
6.40%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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VEUPX vs. VOO - Expense Ratio Comparison
VEUPX has a 0.07% 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
VEUPX vs. VOO — Risk-Adjusted Performance Rank
VEUPX
VOO
VEUPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) 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.
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Dividends
VEUPX vs. VOO - Dividend Comparison
VEUPX's dividend yield for the trailing twelve months is around 2.90%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEUPX Vanguard European Stock Index Fund Institutional Plus Shares | 2.90% | 3.62% | 3.15% | 3.26% | 3.05% | 2.11% | 3.29% | 3.96% | 2.73% | 3.54% | 3.29% | 0.58% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VEUPX vs. VOO - Drawdown Comparison
The maximum VEUPX drawdown since its inception was -36.83%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VEUPX and VOO.
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Volatility
VEUPX vs. VOO - Volatility Comparison
The current volatility for Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) is 3.51%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that VEUPX 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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