VMCTX vs. VOO

In the year-to-date period, VMCTX achieves a 0.96% return, which is significantly higher than VOO's 0.90% return. Both investments have delivered pretty close results over the past 10 years, with VMCTX having a 13.46% annualized return and VOO not far behind at 12.81%.

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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%.

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.

The current VMCTX Sharpe Ratio is 0.75, which is comparable to the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of VMCTX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMCTX's dividend yield for the trailing twelve months is around 1.16%, less than VOO's 1.29% yield.

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.

Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.93% and 4.84%, 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.