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.
Performance
VIMAX vs. VOO - Performance Comparison
Loading graphics...
VIMAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -2.80% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VIMAX achieves a -2.80% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, VIMAX has underperformed VOO with an annualized return of 10.42%, while VOO has yielded a comparatively higher 14.05% annualized return.
VIMAX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.80%
- 6M
- -3.59%
- 1Y
- 10.30%
- 3Y*
- 11.78%
- 5Y*
- 6.50%
- 10Y*
- 10.42%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
Return for Risk
VIMAX vs. VOO — Risk / Return Rank
VIMAX
VOO
VIMAX vs. VOO - Risk-Adjusted Trends 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.
| VIMAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.98 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.50 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 1.53 | -0.81 |
Martin ratioReturn relative to average drawdown | 3.39 | 7.29 | -3.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VIMAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.98 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.70 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.78 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.83 | -0.35 |
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.
Dividends
VIMAX vs. VOO - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.53%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.53% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
Loading graphics...
Drawdown Indicators
| VIMAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.88% | -33.99% | -24.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -11.98% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -24.52% | -3.03% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -33.99% | -5.31% |
Current DrawdownCurrent decline from peak | -8.13% | -6.29% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -3.72% | -4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.52% | +0.23% |
Volatility
VIMAX vs. VOO - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 4.23%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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.
Loading graphics...
Volatility by Period
| VIMAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 5.29% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 9.44% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 18.10% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 16.82% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 17.99% | +0.91% |