VEVFX vs. VOO
Compare and contrast key facts about Vanguard Explorer Value Fund (VEVFX) and Vanguard S&P 500 ETF (VOO).
VEVFX is managed by Vanguard. It was launched on Mar 30, 2010. 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: VEVFX or VOO.
Correlation
The correlation between VEVFX and VOO is 0.84, 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
VEVFX vs. VOO - Performance Comparison
Key characteristics
VEVFX:
0.06
VOO:
2.25
VEVFX:
0.22
VOO:
2.98
VEVFX:
1.04
VOO:
1.42
VEVFX:
0.07
VOO:
3.31
VEVFX:
0.37
VOO:
14.77
VEVFX:
3.84%
VOO:
1.90%
VEVFX:
23.89%
VOO:
12.46%
VEVFX:
-47.53%
VOO:
-33.99%
VEVFX:
-20.06%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VEVFX achieves a -0.53% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VEVFX has underperformed VOO with an annualized return of 6.53%, while VOO has yielded a comparatively higher 13.08% annualized return.
VEVFX
-0.53%
-17.58%
-3.49%
-0.56%
5.19%
6.53%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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VEVFX vs. VOO - Expense Ratio Comparison
VEVFX has a 0.52% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VEVFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Value Fund (VEVFX) 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
VEVFX vs. VOO - Dividend Comparison
VEVFX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEVFX Vanguard Explorer Value Fund | 0.00% | 1.73% | 1.29% | 0.76% | 0.86% | 1.47% | 1.25% | 0.79% | 0.92% | 0.83% | 0.87% | 0.53% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VEVFX vs. VOO - Drawdown Comparison
The maximum VEVFX drawdown since its inception was -47.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VEVFX and VOO. For additional features, visit the drawdowns tool.
Volatility
VEVFX vs. VOO - Volatility Comparison
Vanguard Explorer Value Fund (VEVFX) has a higher volatility of 17.97% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that VEVFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.