VIMSX vs. VO
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Mid-Cap ETF (VO).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMSX or VO.
Key characteristics
| VIMSX | VO | |
|---|---|---|
| YTD Return | 20.25% | 20.77% |
| 1Y Return | 36.06% | 36.78% |
| 3Y Return (Ann) | 3.76% | 4.01% |
| 5Y Return (Ann) | 11.60% | 11.85% |
| 10Y Return (Ann) | 10.13% | 10.32% |
| Sharpe Ratio | 2.84 | 2.89 |
| Sortino Ratio | 3.94 | 4.01 |
| Omega Ratio | 1.50 | 1.51 |
| Calmar Ratio | 1.93 | 1.97 |
| Martin Ratio | 17.56 | 17.87 |
| Ulcer Index | 2.04% | 2.04% |
| Daily Std Dev | 12.62% | 12.64% |
| Max Drawdown | -58.96% | -58.89% |
| Current Drawdown | -0.64% | -0.68% |
Correlation
The correlation between VIMSX and VO is 0.99, 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
VIMSX vs. VO - Performance Comparison
The year-to-date returns for both investments are quite close, with VIMSX having a 20.25% return and VO slightly higher at 20.77%. Both investments have delivered pretty close results over the past 10 years, with VIMSX having a 10.13% annualized return and VO not far ahead at 10.32%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIMSX vs. VO - Expense Ratio Comparison
VIMSX has a 0.17% expense ratio, which is higher than VO's 0.04% 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
VIMSX vs. VO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Mid-Cap ETF (VO). 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
VIMSX vs. VO - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.34%, less than VO's 1.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.34% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% | 1.03% |
VO Vanguard Mid-Cap ETF | 1.80% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.18% |
Drawdowns
VIMSX vs. VO - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, roughly equal to the maximum VO drawdown of -58.89%. Use the drawdown chart below to compare losses from any high point for VIMSX and VO. For additional features, visit the drawdowns tool.
Volatility
VIMSX vs. VO - Volatility Comparison
Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Mid-Cap ETF (VO) have volatilities of 3.82% and 3.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.