VFIAX vs. VOO
Compare and contrast key facts about Vanguard 500 Index Fund Admiral Shares (VFIAX) and Vanguard S&P 500 ETF (VOO).
VFIAX is managed by Vanguard. It was launched on Nov 13, 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: VFIAX or VOO.
Correlation
The correlation between VFIAX and VOO is 1.00, 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. VOO - Performance Comparison
Key characteristics
VFIAX:
0.66
VOO:
0.34
VFIAX:
0.95
VOO:
0.53
VFIAX:
1.12
VOO:
1.07
VFIAX:
0.92
VOO:
0.42
VFIAX:
3.02
VOO:
1.60
VFIAX:
3.05%
VOO:
3.13%
VFIAX:
13.99%
VOO:
14.67%
VFIAX:
-55.20%
VOO:
-33.99%
VFIAX:
-7.87%
VOO:
-12.03%
Returns By Period
In the year-to-date period, VFIAX achieves a -3.60% return, which is significantly higher than VOO's -7.97% return. Both investments have delivered pretty close results over the past 10 years, with VFIAX having a 12.58% annualized return and VOO not far behind at 11.99%.
VFIAX
-3.60%
-3.27%
-0.38%
9.99%
19.72%
12.58%
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VFIAX vs. VOO - Expense Ratio Comparison
VFIAX has a 0.04% 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
VFIAX vs. VOO — Risk-Adjusted Performance Rank
VFIAX
VOO
VFIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Admiral Shares (VFIAX) 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
VFIAX vs. VOO - Dividend Comparison
VFIAX's dividend yield for the trailing twelve months is around 0.99%, less than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIAX Vanguard 500 Index Fund Admiral Shares | 0.99% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VFIAX vs. VOO - Drawdown Comparison
The maximum VFIAX drawdown since its inception was -55.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VFIAX and VOO. For additional features, visit the drawdowns tool.
Volatility
VFIAX vs. VOO - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Admiral Shares (VFIAX) is 5.63%, while Vanguard S&P 500 ETF (VOO) has a volatility of 7.31%. This indicates that VFIAX 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.