VMVIX vs. VOO
Compare and contrast key facts about Vanguard Mid-Cap Value Index Fund (VMVIX) and Vanguard S&P 500 ETF (VOO).
VMVIX is managed by Vanguard. It was launched on Aug 17, 2006. 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: VMVIX or VOO.
Correlation
The correlation between VMVIX 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
VMVIX vs. VOO - Performance Comparison
Key characteristics
VMVIX:
1.53
VOO:
1.93
VMVIX:
2.14
VOO:
2.58
VMVIX:
1.27
VOO:
1.35
VMVIX:
2.01
VOO:
2.94
VMVIX:
6.05
VOO:
12.34
VMVIX:
3.02%
VOO:
2.01%
VMVIX:
11.96%
VOO:
12.90%
VMVIX:
-61.61%
VOO:
-33.99%
VMVIX:
-4.59%
VOO:
-0.78%
Returns By Period
The year-to-date returns for both stocks are quite close, with VMVIX having a 3.27% return and VOO slightly lower at 3.25%. Over the past 10 years, VMVIX has underperformed VOO with an annualized return of 8.86%, while VOO has yielded a comparatively higher 13.68% annualized return.
VMVIX
3.27%
3.27%
6.64%
19.45%
9.73%
8.86%
VOO
3.25%
3.25%
12.18%
26.99%
15.30%
13.68%
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VMVIX vs. VOO - Expense Ratio Comparison
VMVIX has a 0.19% 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
VMVIX vs. VOO — Risk-Adjusted Performance Rank
VMVIX
VOO
VMVIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Value Index Fund (VMVIX) 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
VMVIX vs. VOO - Dividend Comparison
VMVIX's dividend yield for the trailing twelve months is around 1.93%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMVIX Vanguard Mid-Cap Value Index Fund | 1.93% | 2.00% | 2.16% | 2.15% | 1.67% | 2.26% | 1.95% | 2.60% | 1.75% | 1.81% | 1.91% | 1.51% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VMVIX vs. VOO - Drawdown Comparison
The maximum VMVIX drawdown since its inception was -61.61%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VMVIX and VOO. For additional features, visit the drawdowns tool.
Volatility
VMVIX vs. VOO - Volatility Comparison
The current volatility for Vanguard Mid-Cap Value Index Fund (VMVIX) is 3.63%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.09%. This indicates that VMVIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.