VMBSX vs. VOO
Compare and contrast key facts about Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX) and Vanguard S&P 500 ETF (VOO).
VMBSX is managed by Vanguard. It was launched on Dec 3, 2009. 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: VMBSX or VOO.
Correlation
The correlation between VMBSX and VOO is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VMBSX vs. VOO - Performance Comparison
Key characteristics
VMBSX:
0.97
VOO:
1.76
VMBSX:
1.41
VOO:
2.37
VMBSX:
1.17
VOO:
1.32
VMBSX:
0.45
VOO:
2.66
VMBSX:
2.55
VOO:
11.10
VMBSX:
2.14%
VOO:
2.02%
VMBSX:
5.58%
VOO:
12.79%
VMBSX:
-17.47%
VOO:
-33.99%
VMBSX:
-5.68%
VOO:
-2.11%
Returns By Period
In the year-to-date period, VMBSX achieves a 1.73% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, VMBSX has underperformed VOO with an annualized return of 0.87%, while VOO has yielded a comparatively higher 13.03% annualized return.
VMBSX
1.73%
1.62%
-0.55%
5.97%
-0.62%
0.87%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VMBSX vs. VOO - Expense Ratio Comparison
VMBSX has a 0.07% 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
VMBSX vs. VOO — Risk-Adjusted Performance Rank
VMBSX
VOO
VMBSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX) 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
VMBSX vs. VOO - Dividend Comparison
VMBSX's dividend yield for the trailing twelve months is around 3.91%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMBSX Vanguard Mortgage-Backed Securities Index Fund Admiral Shares | 3.91% | 3.93% | 3.29% | 2.32% | 0.99% | 1.80% | 2.75% | 2.73% | 2.16% | 1.80% | 1.56% | 1.59% |
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
VMBSX vs. VOO - Drawdown Comparison
The maximum VMBSX drawdown since its inception was -17.47%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VMBSX and VOO. For additional features, visit the drawdowns tool.
Volatility
VMBSX vs. VOO - Volatility Comparison
The current volatility for Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX) is 1.33%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that VMBSX 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.