VFINX vs. VEIEX
Compare and contrast key facts about Vanguard 500 Index Fund Investor Shares (VFINX) and Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX).
VFINX is managed by Vanguard. VEIEX is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Markets All Cap China A Inclusion Index. It was launched on May 4, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFINX or VEIEX.
Performance
VFINX vs. VEIEX - Performance Comparison
Returns By Period
In the year-to-date period, VFINX achieves a 24.40% return, which is significantly higher than VEIEX's 10.62% return. Over the past 10 years, VFINX has outperformed VEIEX with an annualized return of 13.06%, while VEIEX has yielded a comparatively lower 3.42% annualized return.
VFINX
24.40%
0.57%
11.34%
31.85%
15.29%
13.06%
VEIEX
10.62%
-4.79%
1.46%
15.43%
4.09%
3.42%
Key characteristics
| VFINX | VEIEX | |
|---|---|---|
| Sharpe Ratio | 2.62 | 1.14 |
| Sortino Ratio | 3.50 | 1.66 |
| Omega Ratio | 1.49 | 1.20 |
| Calmar Ratio | 3.79 | 0.61 |
| Martin Ratio | 17.09 | 5.69 |
| Ulcer Index | 1.88% | 2.54% |
| Daily Std Dev | 12.25% | 12.72% |
| Max Drawdown | -55.25% | -65.96% |
| Current Drawdown | -2.14% | -11.19% |
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VFINX vs. VEIEX - Expense Ratio Comparison
VFINX has a 0.14% expense ratio, which is lower than VEIEX's 0.29% expense ratio.
Correlation
The correlation between VFINX and VEIEX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
VFINX vs. VEIEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Investor Shares (VFINX) and Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX). 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
VFINX vs. VEIEX - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.16%, less than VEIEX's 2.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.16% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares | 2.48% | 3.31% | 3.87% | 2.41% | 1.72% | 3.07% | 2.67% | 2.14% | 2.33% | 3.04% | 2.67% | 2.57% |
Drawdowns
VFINX vs. VEIEX - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, smaller than the maximum VEIEX drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for VFINX and VEIEX. For additional features, visit the drawdowns tool.
Volatility
VFINX vs. VEIEX - Volatility Comparison
Vanguard 500 Index Fund Investor Shares (VFINX) and Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) have volatilities of 4.05% and 4.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.