VFIAX vs. VEIRX
Compare and contrast key facts about Vanguard 500 Index Fund Admiral Shares (VFIAX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
VFIAX is managed by Vanguard. It was launched on Nov 13, 2000. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIAX or VEIRX.
Key characteristics
| VFIAX | VEIRX | |
|---|---|---|
| YTD Return | 11.78% | 9.39% |
| 1Y Return | 28.23% | 20.86% |
| 3Y Return (Ann) | 10.38% | 8.27% |
| 5Y Return (Ann) | 15.00% | 11.32% |
| 10Y Return (Ann) | 13.02% | 10.34% |
| Sharpe Ratio | 2.55 | 2.04 |
| Daily Std Dev | 11.55% | 10.48% |
| Max Drawdown | -55.20% | -54.02% |
| Current Drawdown | -0.07% | 0.00% |
Correlation
The correlation between VFIAX and VEIRX is 0.93, 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
VFIAX vs. VEIRX - Performance Comparison
In the year-to-date period, VFIAX achieves a 11.78% return, which is significantly higher than VEIRX's 9.39% return. Over the past 10 years, VFIAX has outperformed VEIRX with an annualized return of 13.02%, while VEIRX has yielded a comparatively lower 10.34% 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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VFIAX vs. VEIRX - Expense Ratio Comparison
VFIAX has a 0.04% expense ratio, which is lower than VEIRX's 0.19% expense ratio. Despite the difference, 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
VFIAX vs. VEIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Admiral Shares (VFIAX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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
VFIAX vs. VEIRX - Dividend Comparison
VFIAX's dividend yield for the trailing twelve months is around 1.31%, less than VEIRX's 7.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.31% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 7.30% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.74% | 3.87% | 6.48% | 6.03% | 5.28% |
Drawdowns
VFIAX vs. VEIRX - Drawdown Comparison
The maximum VFIAX drawdown since its inception was -55.20%, roughly equal to the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for VFIAX and VEIRX. For additional features, visit the drawdowns tool.
Volatility
VFIAX vs. VEIRX - Volatility Comparison
Vanguard 500 Index Fund Admiral Shares (VFIAX) has a higher volatility of 3.37% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 2.25%. This indicates that VFIAX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.