VFMFX vs. VOO
Compare and contrast key facts about Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) and Vanguard S&P 500 ETF (VOO).
VFMFX is managed by Vanguard. It was launched on Feb 15, 2018. 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: VFMFX or VOO.
Correlation
The correlation between VFMFX and VOO is 0.85, 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
VFMFX vs. VOO - Performance Comparison
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Key characteristics
VFMFX:
0.34
VOO:
0.74
VFMFX:
0.60
VOO:
1.15
VFMFX:
1.08
VOO:
1.17
VFMFX:
0.32
VOO:
0.77
VFMFX:
1.05
VOO:
2.94
VFMFX:
6.39%
VOO:
4.87%
VFMFX:
20.60%
VOO:
19.40%
VFMFX:
-41.18%
VOO:
-33.99%
VFMFX:
-6.87%
VOO:
-3.97%
Returns By Period
In the year-to-date period, VFMFX achieves a 0.34% return, which is significantly lower than VOO's 0.46% return.
VFMFX
0.34%
11.52%
-4.87%
7.05%
19.01%
N/A
VOO
0.46%
9.97%
-1.04%
14.18%
17.41%
12.74%
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VFMFX vs. VOO - Expense Ratio Comparison
VFMFX has a 0.18% 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
VFMFX vs. VOO — Risk-Adjusted Performance Rank
VFMFX
VOO
VFMFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) 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.
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Dividends
VFMFX vs. VOO - Dividend Comparison
VFMFX's dividend yield for the trailing twelve months is around 3.44%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFMFX Vanguard U.S. Multifactor Fund Admiral Shares | 3.44% | 3.29% | 1.66% | 2.09% | 1.37% | 1.48% | 1.63% | 1.45% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VFMFX vs. VOO - Drawdown Comparison
The maximum VFMFX drawdown since its inception was -41.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VFMFX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VFMFX vs. VOO - Volatility Comparison
The current volatility for Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) is 5.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.22%. This indicates that VFMFX 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.
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