VIMAX vs. VOT

In the year-to-date period, VIMAX achieves a 1.42% return, which is significantly lower than VOT's 4.38% return. Over the past 10 years, VIMAX has underperformed VOT with an annualized return of 9.16%, while VOT has yielded a comparatively higher 10.17% annualized return.

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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%.

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.

The current VIMAX Sharpe Ratio is 0.59, which is comparable to the VOT Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of VIMAX and VOT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIMAX's dividend yield for the trailing twelve months is around 1.54%, more than VOT's 0.66% yield.

The maximum VIMAX drawdown since its inception was -58.88%, roughly equal to the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for VIMAX and VOT.

The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 4.26%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 4.75%. 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.