VMFVX vs. VOO
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) and Vanguard S&P 500 ETF (VOO).
VMFVX is managed by Vanguard. It was launched on Nov 2, 2010. 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: VMFVX or VOO.
Correlation
The correlation between VMFVX and VOO is 0.84, 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
VMFVX vs. VOO - Performance Comparison
Key characteristics
VMFVX:
0.98
VOO:
1.76
VMFVX:
1.46
VOO:
2.37
VMFVX:
1.18
VOO:
1.32
VMFVX:
1.76
VOO:
2.66
VMFVX:
4.26
VOO:
11.10
VMFVX:
3.56%
VOO:
2.02%
VMFVX:
15.58%
VOO:
12.79%
VMFVX:
-45.78%
VOO:
-33.99%
VMFVX:
-6.75%
VOO:
-2.11%
Returns By Period
In the year-to-date period, VMFVX achieves a 0.57% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, VMFVX has underperformed VOO with an annualized return of 8.81%, while VOO has yielded a comparatively higher 13.03% annualized return.
VMFVX
0.57%
-3.40%
3.71%
14.17%
10.45%
8.81%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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VMFVX vs. VOO - Expense Ratio Comparison
VMFVX has a 0.08% 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
VMFVX vs. VOO — Risk-Adjusted Performance Rank
VMFVX
VOO
VMFVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) 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
VMFVX vs. VOO - Dividend Comparison
VMFVX's dividend yield for the trailing twelve months is around 1.80%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | 1.80% | 1.81% | 1.60% | 2.04% | 1.81% | 2.48% | 1.97% | 2.01% | 1.56% | 1.42% | 1.73% | 1.57% |
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
VMFVX vs. VOO - Drawdown Comparison
The maximum VMFVX drawdown since its inception was -45.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VMFVX and VOO. For additional features, visit the drawdowns tool.
Volatility
VMFVX vs. VOO - Volatility Comparison
Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) has a higher volatility of 3.70% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that VMFVX'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.