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:
0.86
VOO:
1.76
VMGRX:
1.23
VOO:
2.37
VMGRX:
1.16
VOO:
1.32
VMGRX:
0.36
VOO:
2.66
VMGRX:
3.79
VOO:
11.10
VMGRX:
3.84%
VOO:
2.02%
VMGRX:
16.91%
VOO:
12.79%
VMGRX:
-72.00%
VOO:
-33.99%
VMGRX:
-29.17%
VOO:
-2.11%
Returns By Period
In the year-to-date period, VMGRX achieves a 0.93% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, VMGRX has underperformed VOO with an annualized return of 1.10%, while VOO has yielded a comparatively higher 13.03% annualized return.
VMGRX
0.93%
-4.67%
6.96%
12.94%
-0.33%
1.10%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 1.79%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | 1.79% | 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 | 1.22% | 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 5.92% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. 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.