VMGRX vs. VOO
Compare and contrast key facts about Vanguard Mid-Cap Growth Fund (VMGRX) and Vanguard S&P 500 ETF (VOO).
VMGRX is managed by Vanguard. It was launched on Dec 31, 1997. 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: VMGRX or VOO.
Correlation
The correlation between VMGRX and VOO is 0.88, 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
VMGRX vs. VOO - Performance Comparison
Key characteristics
VMGRX:
1.27
VOO:
1.88
VMGRX:
1.77
VOO:
2.52
VMGRX:
1.22
VOO:
1.35
VMGRX:
0.50
VOO:
2.83
VMGRX:
5.60
VOO:
11.96
VMGRX:
3.72%
VOO:
2.00%
VMGRX:
16.46%
VOO:
12.70%
VMGRX:
-72.00%
VOO:
-33.99%
VMGRX:
-28.96%
VOO:
-3.91%
Returns By Period
In the year-to-date period, VMGRX achieves a 1.23% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, VMGRX has underperformed VOO with an annualized return of 1.87%, while VOO has yielded a comparatively higher 13.26% annualized return.
VMGRX
1.23%
-3.82%
8.74%
20.88%
0.13%
1.87%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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VMGRX vs. VOO - Expense Ratio Comparison
VMGRX has a 0.33% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VMGRX vs. VOO — Risk-Adjusted Performance Rank
VMGRX
VOO
VMGRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) 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
VMGRX vs. VOO - Dividend Comparison
VMGRX's dividend yield for the trailing twelve months is around 1.78%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | 1.78% | 1.80% | 0.39% | 0.26% | 0.02% | 0.15% | 0.25% | 0.44% | 0.36% | 0.67% | 0.31% | 0.16% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VMGRX vs. VOO - Drawdown Comparison
The maximum VMGRX drawdown since its inception was -72.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VMGRX and VOO. For additional features, visit the drawdowns tool.
Volatility
VMGRX vs. VOO - Volatility Comparison
Vanguard Mid-Cap Growth Fund (VMGRX) has a higher volatility of 6.02% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that VMGRX'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.