VIMSX vs. VOO
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and Vanguard S&P 500 ETF (VOO).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. 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: VIMSX or VOO.
Key characteristics
| VIMSX | VOO | |
|---|---|---|
| YTD Return | 11.94% | 18.91% |
| 1Y Return | 22.06% | 28.20% |
| 3Y Return (Ann) | 3.46% | 9.93% |
| 5Y Return (Ann) | 10.47% | 15.31% |
| 10Y Return (Ann) | 9.56% | 12.87% |
| Sharpe Ratio | 1.62 | 2.21 |
| Daily Std Dev | 13.46% | 12.64% |
| Max Drawdown | -58.96% | -33.99% |
| Current Drawdown | -0.24% | -0.60% |
Correlation
The correlation between VIMSX 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
VIMSX vs. VOO - Performance Comparison
In the year-to-date period, VIMSX achieves a 11.94% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, VIMSX has underperformed VOO with an annualized return of 9.56%, while VOO has yielded a comparatively higher 12.87% annualized return. 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. VOO - Expense Ratio Comparison
VIMSX has a 0.17% 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
VIMSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) 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
VIMSX vs. VOO - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.38%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.10% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% | 1.03% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VIMSX vs. VOO - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VIMSX and VOO. For additional features, visit the drawdowns tool.
Volatility
VIMSX vs. VOO - Volatility Comparison
The current volatility for Vanguard Mid Cap Index Fund (VIMSX) is 3.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.83%. This indicates that VIMSX 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.