Correlation
The correlation between VHDIX and VBR is 0.81, 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.
VHDIX vs. VBR
Compare and contrast key facts about Voya U.S. High Dividend Low Volatility Fund (VHDIX) and Vanguard Small-Cap Value ETF (VBR).
VHDIX is managed by Voya. It was launched on Dec 6, 2016. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHDIX or VBR.
Performance
VHDIX vs. VBR - Performance Comparison
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Key characteristics
Returns By Period
VHDIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VBR
-4.02%
4.80%
-11.53%
2.81%
6.39%
14.82%
7.81%
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VHDIX vs. VBR - Expense Ratio Comparison
VHDIX has a 0.35% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
VHDIX vs. VBR — Risk-Adjusted Performance Rank
VHDIX
VBR
VHDIX vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya U.S. High Dividend Low Volatility Fund (VHDIX) and Vanguard Small-Cap Value ETF (VBR). 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
VHDIX vs. VBR - Dividend Comparison
VHDIX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 2.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHDIX Voya U.S. High Dividend Low Volatility Fund | 100.47% | 101.26% | 3.78% | 13.47% | 33.18% | 2.38% | 3.23% | 6.52% | 3.86% | 0.19% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 2.23% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
VHDIX vs. VBR - Drawdown Comparison
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Volatility
VHDIX vs. VBR - Volatility Comparison
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