VIMAX vs. VOO
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard S&P 500 ETF (VOO).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VIMAX or VOO.
Correlation
The correlation between VIMAX and VOO is 0.93, 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. VOO - Performance Comparison
Key characteristics
VIMAX:
0.49
VOO:
0.57
VIMAX:
0.81
VOO:
0.92
VIMAX:
1.11
VOO:
1.13
VIMAX:
0.48
VOO:
0.58
VIMAX:
1.85
VOO:
2.42
VIMAX:
4.87%
VOO:
4.51%
VIMAX:
18.22%
VOO:
19.17%
VIMAX:
-58.88%
VOO:
-33.99%
VIMAX:
-9.92%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VIMAX achieves a -3.32% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, VIMAX has underperformed VOO with an annualized return of 8.65%, while VOO has yielded a comparatively higher 12.02% annualized return.
VIMAX
-3.32%
-3.63%
-3.73%
7.72%
13.52%
8.65%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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VIMAX vs. VOO - Expense Ratio Comparison
VIMAX 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
VIMAX vs. VOO — Risk-Adjusted Performance Rank
VIMAX
VOO
VIMAX vs. VOO - 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 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
VIMAX vs. VOO - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.62%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.62% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VIMAX vs. VOO - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VIMAX and VOO. For additional features, visit the drawdowns tool.
Volatility
VIMAX vs. VOO - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 13.15%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that VIMAX 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.