VHDYX vs. VOO
Compare and contrast key facts about Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) and Vanguard S&P 500 ETF (VOO).
VHDYX is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 16, 2006. 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. Both VHDYX and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHDYX or VOO.
Key characteristics
| VHDYX | VOO |
|---|
Correlation
The correlation between VHDYX and VOO is 0.70, 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.
Performance
VHDYX vs. VOO - Performance Comparison
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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VHDYX vs. VOO - Expense Ratio Comparison
VHDYX 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
VHDYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) 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
VHDYX vs. VOO - Dividend Comparison
VHDYX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHDYX Vanguard High Dividend Yield Index Fund Investor Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.20% | 3.31% | 2.71% | 2.85% | 3.15% | 2.70% | 2.73% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VHDYX vs. VOO - Drawdown Comparison
Volatility
VHDYX vs. VOO - Volatility Comparison
The current volatility for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. This indicates that VHDYX 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.