VMCTX vs. VOO
Compare and contrast key facts about Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Vanguard S&P 500 ETF (VOO).
VMCTX is managed by Vanguard. It was launched on Feb 22, 2008. 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: VMCTX or VOO.
Correlation
The correlation between VMCTX and VOO is 0.99, 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
VMCTX vs. VOO - Performance Comparison
Key characteristics
VMCTX:
1.87
VOO:
1.88
VMCTX:
2.51
VOO:
2.53
VMCTX:
1.34
VOO:
1.35
VMCTX:
2.76
VOO:
2.81
VMCTX:
11.82
VOO:
11.78
VMCTX:
2.12%
VOO:
2.02%
VMCTX:
13.46%
VOO:
12.67%
VMCTX:
-52.57%
VOO:
-33.99%
VMCTX:
0.00%
VOO:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with VMCTX having a 4.75% return and VOO slightly lower at 4.61%. Both investments have delivered pretty close results over the past 10 years, with VMCTX having a 13.96% annualized return and VOO not far behind at 13.30%.
VMCTX
4.75%
2.88%
10.61%
26.52%
15.59%
13.96%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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VMCTX vs. VOO - Expense Ratio Comparison
VMCTX has a 0.06% 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
VMCTX vs. VOO — Risk-Adjusted Performance Rank
VMCTX
VOO
VMCTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) 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
VMCTX vs. VOO - Dividend Comparison
VMCTX's dividend yield for the trailing twelve months is around 1.11%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMCTX Vanguard Mega Cap Index Fund Institutional Shares | 1.11% | 1.16% | 1.36% | 1.66% | 1.18% | 1.46% | 1.82% | 2.11% | 1.84% | 2.13% | 2.13% | 1.84% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VMCTX vs. VOO - Drawdown Comparison
The maximum VMCTX drawdown since its inception was -52.57%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VMCTX and VOO. For additional features, visit the drawdowns tool.
Volatility
VMCTX vs. VOO - Volatility Comparison
Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) has a higher volatility of 3.31% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that VMCTX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.