VIEIX vs. VOO
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard S&P 500 ETF (VOO).
VIEIX is managed by Vanguard. It was launched on Jul 7, 1997. 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: VIEIX or VOO.
Correlation
The correlation between VIEIX and VOO is 0.88, 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
VIEIX vs. VOO - Performance Comparison
Key characteristics
VIEIX:
-0.01
VOO:
0.63
VIEIX:
0.11
VOO:
0.92
VIEIX:
1.01
VOO:
1.12
VIEIX:
-0.02
VOO:
0.87
VIEIX:
-0.05
VOO:
2.88
VIEIX:
5.70%
VOO:
3.04%
VIEIX:
19.25%
VOO:
13.87%
VIEIX:
-58.04%
VOO:
-33.99%
VIEIX:
-16.04%
VOO:
-8.18%
Returns By Period
In the year-to-date period, VIEIX achieves a -8.75% return, which is significantly lower than VOO's -3.94% return. Over the past 10 years, VIEIX has underperformed VOO with an annualized return of 7.91%, while VOO has yielded a comparatively higher 12.55% annualized return.
VIEIX
-8.75%
-7.75%
-3.34%
0.58%
16.57%
7.91%
VOO
-3.94%
-5.26%
-0.67%
8.88%
19.28%
12.55%
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VIEIX vs. VOO - Expense Ratio Comparison
VIEIX has a 0.05% 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
VIEIX vs. VOO — Risk-Adjusted Performance Rank
VIEIX
VOO
VIEIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Institutional Shares (VIEIX) 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
VIEIX vs. VOO - Dividend Comparison
VIEIX's dividend yield for the trailing twelve months is around 0.94%, less than VOO's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 0.94% | 1.10% | 1.28% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% | 1.34% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VIEIX vs. VOO - Drawdown Comparison
The maximum VIEIX drawdown since its inception was -58.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VIEIX and VOO. For additional features, visit the drawdowns tool.
Volatility
VIEIX vs. VOO - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Shares (VIEIX) has a higher volatility of 7.85% compared to Vanguard S&P 500 ETF (VOO) at 5.76%. This indicates that VIEIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.