VIMAX vs. VOE
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard Mid-Cap Value ETF (VOE).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. VOE is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Value Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMAX or VOE.
Correlation
The correlation between VIMAX and VOE is 0.90, 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
VIMAX vs. VOE - Performance Comparison
Key characteristics
VIMAX:
0.48
VOE:
0.35
VIMAX:
0.84
VOE:
0.69
VIMAX:
1.12
VOE:
1.09
VIMAX:
0.50
VOE:
0.37
VIMAX:
1.81
VOE:
1.22
VIMAX:
5.18%
VOE:
5.62%
VIMAX:
18.19%
VOE:
16.63%
VIMAX:
-58.88%
VOE:
-61.54%
VIMAX:
-6.89%
VOE:
-8.47%
Returns By Period
In the year-to-date period, VIMAX achieves a -0.06% return, which is significantly higher than VOE's -0.93% return. Over the past 10 years, VIMAX has outperformed VOE with an annualized return of 9.06%, while VOE has yielded a comparatively lower 8.07% annualized return.
VIMAX
-0.06%
6.26%
-4.21%
8.74%
13.13%
9.06%
VOE
-0.93%
4.85%
-6.16%
5.82%
14.44%
8.07%
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VIMAX vs. VOE - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is lower than VOE's 0.07% expense ratio. Despite the difference, 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
VIMAX vs. VOE — Risk-Adjusted Performance Rank
VIMAX
VOE
VIMAX vs. VOE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard Mid-Cap Value ETF (VOE). 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
VIMAX vs. VOE - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.57%, less than VOE's 2.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.57% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
VOE Vanguard Mid-Cap Value ETF | 2.35% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.92% | 2.05% | 1.67% |
Drawdowns
VIMAX vs. VOE - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, roughly equal to the maximum VOE drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for VIMAX and VOE. For additional features, visit the drawdowns tool.
Volatility
VIMAX vs. VOE - Volatility Comparison
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a higher volatility of 6.13% compared to Vanguard Mid-Cap Value ETF (VOE) at 5.60%. This indicates that VIMAX's price experiences larger fluctuations and is considered to be riskier than VOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.