VLACX vs. VOO
Compare and contrast key facts about Vanguard Large Cap Index Fund (VLACX) and Vanguard S&P 500 ETF (VOO).
VLACX is managed by Vanguard. It was launched on Jan 27, 2004. 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: VLACX or VOO.
Key characteristics
| VLACX | VOO | |
|---|---|---|
| YTD Return | 26.88% | 26.94% |
| 1Y Return | 35.17% | 35.06% |
| 3Y Return (Ann) | 9.37% | 10.23% |
| 5Y Return (Ann) | 15.59% | 15.77% |
| 10Y Return (Ann) | 13.20% | 13.41% |
| Sharpe Ratio | 3.05 | 3.08 |
| Sortino Ratio | 4.06 | 4.09 |
| Omega Ratio | 1.57 | 1.58 |
| Calmar Ratio | 4.41 | 4.46 |
| Martin Ratio | 20.03 | 20.36 |
| Ulcer Index | 1.89% | 1.85% |
| Daily Std Dev | 12.37% | 12.23% |
| Max Drawdown | -54.82% | -33.99% |
| Current Drawdown | -0.25% | -0.25% |
Correlation
The correlation between VLACX and VOO is 1.00, 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
VLACX vs. VOO - Performance Comparison
The year-to-date returns for both investments are quite close, with VLACX having a 26.88% return and VOO slightly higher at 26.94%. Both investments have delivered pretty close results over the past 10 years, with VLACX having a 13.20% annualized return and VOO not far ahead at 13.41%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VLACX vs. VOO - Expense Ratio Comparison
VLACX 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
VLACX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large Cap Index Fund (VLACX) 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
VLACX vs. VOO - Dividend Comparison
VLACX's dividend yield for the trailing twelve months is around 1.13%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLACX Vanguard Large Cap Index Fund | 1.13% | 1.30% | 1.51% | 1.07% | 1.35% | 1.72% | 1.95% | 1.64% | 1.87% | 1.84% | 1.63% | 1.63% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VLACX vs. VOO - Drawdown Comparison
The maximum VLACX drawdown since its inception was -54.82%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VLACX and VOO. For additional features, visit the drawdowns tool.
Volatility
VLACX vs. VOO - Volatility Comparison
Vanguard Large Cap Index Fund (VLACX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.79% and 3.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.