VIMAX vs. VOT
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard Mid-Cap Growth ETF (VOT).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
VIMAX vs. VOT - Performance Comparison
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VIMAX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -0.63% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
VOT Vanguard Mid-Cap Growth ETF | -6.47% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, VIMAX achieves a -0.63% return, which is significantly higher than VOT's -6.47% return. Both investments have delivered pretty close results over the past 10 years, with VIMAX having a 10.66% annualized return and VOT not far ahead at 10.76%.
VIMAX
- 1D
- 2.22%
- 1M
- -5.79%
- YTD
- -0.63%
- 6M
- -1.36%
- 1Y
- 12.39%
- 3Y*
- 12.60%
- 5Y*
- 6.65%
- 10Y*
- 10.66%
VOT
- 1D
- 1.24%
- 1M
- -6.14%
- YTD
- -6.47%
- 6M
- -11.02%
- 1Y
- 6.52%
- 3Y*
- 10.95%
- 5Y*
- 4.30%
- 10Y*
- 10.76%
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VIMAX vs. VOT - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is lower than VOT'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%.
Return for Risk
VIMAX vs. VOT — Risk / Return Rank
VIMAX
VOT
VIMAX vs. VOT - 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 Mid-Cap Growth ETF (VOT). 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 | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.31 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.12 | 0.59 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.08 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.45 | +0.60 |
Martin ratioReturn relative to average drawdown | 4.86 | 1.40 | +3.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIMAX | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.31 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.20 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.52 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.42 | +0.07 |
Correlation
The correlation between VIMAX and VOT is 0.96, 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. VOT - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.50%, more than VOT's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.50% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
VIMAX vs. VOT - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, roughly equal to the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for VIMAX and VOT.
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Drawdown Indicators
| VIMAX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.88% | -60.16% | +1.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -15.96% | +3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -37.19% | +9.64% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -37.19% | -2.11% |
Current DrawdownCurrent decline from peak | -6.09% | -12.28% | +6.19% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -10.01% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 5.16% | -2.39% |
Volatility
VIMAX vs. VOT - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 4.95%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.63%. This indicates that VIMAX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMAX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 6.63% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 12.39% | -2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 21.04% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 21.33% | -3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.91% | 20.92% | -2.01% |