VEVRX vs. VO
Compare and contrast key facts about Victory Sycamore Established Value Fund Class R6 (VEVRX) and Vanguard Mid-Cap ETF (VO).
VEVRX is an actively managed fund by Victory. It was launched on Aug 16, 1983. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Performance
VEVRX vs. VO - Performance Comparison
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VEVRX vs. VO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEVRX Victory Sycamore Established Value Fund Class R6 | 2.91% | 2.66% | 10.18% | 10.46% | -2.51% | 31.96% | 8.15% | 28.84% | -10.04% | 16.09% |
VO Vanguard Mid-Cap ETF | -0.68% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Returns By Period
In the year-to-date period, VEVRX achieves a 2.91% return, which is significantly higher than VO's -0.68% return. Both investments have delivered pretty close results over the past 10 years, with VEVRX having a 10.71% annualized return and VO not far behind at 10.67%.
VEVRX
- 1D
- -0.32%
- 1M
- -6.79%
- YTD
- 2.91%
- 6M
- 2.50%
- 1Y
- 8.08%
- 3Y*
- 8.11%
- 5Y*
- 7.28%
- 10Y*
- 10.71%
VO
- 1D
- 2.22%
- 1M
- -5.86%
- YTD
- -0.68%
- 6M
- -1.48%
- 1Y
- 12.73%
- 3Y*
- 12.61%
- 5Y*
- 6.66%
- 10Y*
- 10.67%
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VEVRX vs. VO - Expense Ratio Comparison
VEVRX has a 0.54% expense ratio, which is higher than VO's 0.04% expense ratio.
Return for Risk
VEVRX vs. VO — Risk / Return Rank
VEVRX
VO
VEVRX vs. VO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund Class R6 (VEVRX) and Vanguard Mid-Cap ETF (VO). 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.
| VEVRX | VO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.73 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.12 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 1.05 | -0.49 |
Martin ratioReturn relative to average drawdown | 2.36 | 4.84 | -2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VEVRX | VO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.73 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.38 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.57 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.48 | 0.00 |
Correlation
The correlation between VEVRX and VO is 0.91, 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.
Dividends
VEVRX vs. VO - Dividend Comparison
VEVRX's dividend yield for the trailing twelve months is around 5.07%, more than VO's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEVRX Victory Sycamore Established Value Fund Class R6 | 5.07% | 4.81% | 11.61% | 6.20% | 8.30% | 8.42% | 5.50% | 6.12% | 10.72% | 3.36% | 1.53% | 11.57% |
VO Vanguard Mid-Cap ETF | 1.51% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
VEVRX vs. VO - Drawdown Comparison
The maximum VEVRX drawdown since its inception was -41.00%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for VEVRX and VO.
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Drawdown Indicators
| VEVRX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.00% | -58.87% | +17.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -12.74% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -20.25% | -27.57% | +7.32% |
Max Drawdown (10Y)Largest decline over 10 years | -41.00% | -39.37% | -1.63% |
Current DrawdownCurrent decline from peak | -6.94% | -6.12% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -7.91% | +2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.76% | +0.38% |
Volatility
VEVRX vs. VO - Volatility Comparison
The current volatility for Victory Sycamore Established Value Fund Class R6 (VEVRX) is 3.89%, while Vanguard Mid-Cap ETF (VO) has a volatility of 4.89%. This indicates that VEVRX experiences smaller price fluctuations and is considered to be less risky than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEVRX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 4.89% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 9.72% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 17.57% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.07% | 17.62% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.20% | 18.94% | +0.26% |