VIS vs. VOT
Compare and contrast key facts about Vanguard Industrials ETF (VIS) and Vanguard Mid-Cap Growth ETF (VOT).
VIS and VOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIS is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Industrials 25/50 Index. It was launched on Sep 23, 2004. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006. Both VIS and VOT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIS or VOT.
Key characteristics
| VIS | VOT | |
|---|---|---|
| YTD Return | 9.32% | 4.84% |
| 1Y Return | 29.55% | 22.43% |
| 3Y Return (Ann) | 7.54% | 2.05% |
| 5Y Return (Ann) | 12.71% | 10.39% |
| 10Y Return (Ann) | 10.91% | 10.60% |
| Sharpe Ratio | 2.12 | 1.53 |
| Daily Std Dev | 13.76% | 14.68% |
| Max Drawdown | -63.51% | -60.17% |
| Current Drawdown | -1.55% | -11.93% |
Correlation
The correlation between VIS and VOT is 0.85, 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
VIS vs. VOT - Performance Comparison
In the year-to-date period, VIS achieves a 9.32% return, which is significantly higher than VOT's 4.84% return. Both investments have delivered pretty close results over the past 10 years, with VIS having a 10.91% annualized return and VOT not far behind at 10.60%. 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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VIS vs. VOT - Expense Ratio Comparison
VIS has a 0.10% expense ratio, which is higher than VOT's 0.07% 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
VIS vs. VOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials ETF (VIS) 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.
Dividends
VIS vs. VOT - Dividend Comparison
VIS's dividend yield for the trailing twelve months is around 1.25%, more than VOT's 0.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIS Vanguard Industrials ETF | 1.25% | 1.36% | 1.52% | 1.11% | 1.38% | 1.68% | 1.90% | 1.60% | 1.81% | 1.94% | 1.57% | 1.06% |
VOT Vanguard Mid-Cap Growth ETF | 0.69% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% | 0.61% |
Drawdowns
VIS vs. VOT - Drawdown Comparison
The maximum VIS drawdown since its inception was -63.51%, which is greater than VOT's maximum drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for VIS and VOT. For additional features, visit the drawdowns tool.
Volatility
VIS vs. VOT - Volatility Comparison
The current volatility for Vanguard Industrials ETF (VIS) is 3.80%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 4.67%. This indicates that VIS 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.