VIVAX vs. VFINX
Compare and contrast key facts about Vanguard Value Index Fund (VIVAX) and Vanguard 500 Index Fund Investor Shares (VFINX).
VIVAX is managed by Vanguard. It was launched on Nov 2, 1992. VFINX is managed by Vanguard.
Performance
VIVAX vs. VFINX - Performance Comparison
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VIVAX vs. VFINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIVAX Vanguard Value Index Fund | 1.61% | 14.50% | 15.85% | 9.08% | -2.18% | 26.32% | 2.18% | 25.66% | -5.56% | 16.98% |
VFINX Vanguard 500 Index Fund Investor Shares | -7.09% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -4.55% | 21.66% |
Returns By Period
In the year-to-date period, VIVAX achieves a 1.61% return, which is significantly higher than VFINX's -7.09% return. Over the past 10 years, VIVAX has underperformed VFINX with an annualized return of 11.42%, while VFINX has yielded a comparatively higher 13.60% annualized return.
VIVAX
- 1D
- -0.17%
- 1M
- -6.37%
- YTD
- 1.61%
- 6M
- 4.57%
- 1Y
- 14.03%
- 3Y*
- 14.10%
- 5Y*
- 10.37%
- 10Y*
- 11.42%
VFINX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.09%
- 6M
- -4.65%
- 1Y
- 14.30%
- 3Y*
- 17.02%
- 5Y*
- 11.26%
- 10Y*
- 13.60%
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VIVAX vs. VFINX - Expense Ratio Comparison
VIVAX has a 0.17% expense ratio, which is higher than VFINX's 0.14% 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%.
Return for Risk
VIVAX vs. VFINX — Risk / Return Rank
VIVAX
VFINX
VIVAX vs. VFINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund (VIVAX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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.
| VIVAX | VFINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.83 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.29 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.05 | +0.19 |
Martin ratioReturn relative to average drawdown | 5.60 | 5.08 | +0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIVAX | VFINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.83 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.67 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.76 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.59 | -0.05 |
Correlation
The correlation between VIVAX and VFINX 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.
Dividends
VIVAX vs. VFINX - Dividend Comparison
VIVAX's dividend yield for the trailing twelve months is around 1.93%, more than VFINX's 1.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIVAX Vanguard Value Index Fund | 1.93% | 1.42% | 2.19% | 2.33% | 2.39% | 2.02% | 2.43% | 2.39% | 2.59% | 2.18% | 2.33% | 2.46% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.11% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
Drawdowns
VIVAX vs. VFINX - Drawdown Comparison
The maximum VIVAX drawdown since its inception was -59.38%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VIVAX and VFINX.
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Drawdown Indicators
| VIVAX | VFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.38% | -55.25% | -4.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -12.12% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -17.17% | -24.59% | +7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -36.81% | -33.83% | -2.98% |
Current DrawdownCurrent decline from peak | -6.37% | -8.92% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -8.11% | -8.31% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.50% | -0.01% |
Volatility
VIVAX vs. VFINX - Volatility Comparison
The current volatility for Vanguard Value Index Fund (VIVAX) is 3.27%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 4.24%. This indicates that VIVAX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIVAX | VFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 4.24% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 9.08% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.83% | 18.13% | -3.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 16.86% | -2.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 18.03% | -1.29% |