VIVAX vs. VLCAX
Compare and contrast key facts about Vanguard Value Index Fund (VIVAX) and Vanguard Large-Cap Index Fund Admiral Shares (VLCAX).
VIVAX is managed by Vanguard. It was launched on Nov 2, 1992. VLCAX is managed by Vanguard. It was launched on Feb 2, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIVAX or VLCAX.
Key characteristics
| VIVAX | VLCAX | |
|---|---|---|
| YTD Return | 21.61% | 27.13% |
| 1Y Return | 34.32% | 40.15% |
| 3Y Return (Ann) | 9.82% | 9.52% |
| 5Y Return (Ann) | 11.65% | 15.94% |
| 10Y Return (Ann) | 10.55% | 13.35% |
| Sharpe Ratio | 3.21 | 3.13 |
| Sortino Ratio | 4.51 | 4.16 |
| Omega Ratio | 1.59 | 1.58 |
| Calmar Ratio | 4.83 | 4.56 |
| Martin Ratio | 20.83 | 20.72 |
| Ulcer Index | 1.60% | 1.88% |
| Daily Std Dev | 10.35% | 12.47% |
| Max Drawdown | -59.38% | -54.76% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VIVAX and VLCAX 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
VIVAX vs. VLCAX - Performance Comparison
In the year-to-date period, VIVAX achieves a 21.61% return, which is significantly lower than VLCAX's 27.13% return. Over the past 10 years, VIVAX has underperformed VLCAX with an annualized return of 10.55%, while VLCAX has yielded a comparatively higher 13.35% 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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VIVAX vs. VLCAX - Expense Ratio Comparison
VIVAX has a 0.17% expense ratio, which is higher than VLCAX's 0.05% 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
VIVAX vs. VLCAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund (VIVAX) and Vanguard Large-Cap Index Fund Admiral Shares (VLCAX). 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
VIVAX vs. VLCAX - Dividend Comparison
VIVAX's dividend yield for the trailing twelve months is around 2.10%, more than VLCAX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIVAX Vanguard Value Index Fund | 2.10% | 2.33% | 2.39% | 2.02% | 2.44% | 2.39% | 2.59% | 2.18% | 2.33% | 2.46% | 2.08% | 2.08% |
VLCAX Vanguard Large-Cap Index Fund Admiral Shares | 1.23% | 1.40% | 1.66% | 1.18% | 1.45% | 1.80% | 2.08% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
Drawdowns
VIVAX vs. VLCAX - Drawdown Comparison
The maximum VIVAX drawdown since its inception was -59.38%, which is greater than VLCAX's maximum drawdown of -54.76%. Use the drawdown chart below to compare losses from any high point for VIVAX and VLCAX. For additional features, visit the drawdowns tool.
Volatility
VIVAX vs. VLCAX - Volatility Comparison
The current volatility for Vanguard Value Index Fund (VIVAX) is 3.71%, while Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) has a volatility of 3.95%. This indicates that VIVAX experiences smaller price fluctuations and is considered to be less risky than VLCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.