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.
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
Key characteristics
VIMSX:
1.37
VOO:
1.76
VIMSX:
1.91
VOO:
2.37
VIMSX:
1.24
VOO:
1.32
VIMSX:
2.33
VOO:
2.66
VIMSX:
6.17
VOO:
11.10
VIMSX:
2.75%
VOO:
2.02%
VIMSX:
12.44%
VOO:
12.79%
VIMSX:
-58.96%
VOO:
-33.99%
VIMSX:
-4.56%
VOO:
-2.11%
Returns By Period
The year-to-date returns for both stocks are quite close, with VIMSX having a 2.46% return and VOO slightly lower at 2.40%. Over the past 10 years, VIMSX has underperformed VOO with an annualized return of 9.22%, while VOO has yielded a comparatively higher 13.05% annualized return.
VIMSX
2.46%
-2.52%
6.14%
15.15%
10.19%
9.22%
VOO
2.40%
-1.60%
7.47%
19.76%
15.07%
13.05%
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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 Rank
VIMSX
VOO
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 1.33%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.33% | 1.37% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 3.11%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. 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.