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:
1.20
VOO:
2.04
VMVIX:
1.71
VOO:
2.72
VMVIX:
1.21
VOO:
1.38
VMVIX:
1.69
VOO:
3.02
VMVIX:
6.63
VOO:
13.60
VMVIX:
2.15%
VOO:
1.88%
VMVIX:
11.82%
VOO:
12.52%
VMVIX:
-61.61%
VOO:
-33.99%
VMVIX:
-8.41%
VOO:
-3.52%
Returns By Period
In the year-to-date period, VMVIX achieves a 12.92% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, VMVIX has underperformed VOO with an annualized return of 8.28%, while VOO has yielded a comparatively higher 13.02% annualized return.
VMVIX
12.92%
-5.41%
7.55%
13.28%
8.51%
8.28%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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 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 2.08%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMVIX Vanguard Mid-Cap Value Index Fund | 2.08% | 2.16% | 2.15% | 1.67% | 2.26% | 1.95% | 2.60% | 1.75% | 1.81% | 1.91% | 1.51% | 1.40% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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
Vanguard Mid-Cap Value Index Fund (VMVIX) has a higher volatility of 3.80% compared to Vanguard S&P 500 ETF (VOO) at 3.58%. This indicates that VMVIX'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.