VMVIX vs. VOOG
Compare and contrast key facts about Vanguard Mid-Cap Value Index Fund (VMVIX) and Vanguard S&P 500 Growth ETF (VOOG).
VMVIX is managed by Vanguard. It was launched on Aug 17, 2006. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Correlation
The correlation between VMVIX and VOOG is 0.75, 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. VOOG - Performance Comparison
Key characteristics
VMVIX:
1.41
VOOG:
2.24
VMVIX:
1.99
VOOG:
2.88
VMVIX:
1.24
VOOG:
1.41
VMVIX:
1.92
VOOG:
3.05
VMVIX:
7.33
VOOG:
12.09
VMVIX:
2.26%
VOOG:
3.24%
VMVIX:
11.76%
VOOG:
17.50%
VMVIX:
-61.61%
VOOG:
-32.73%
VMVIX:
-7.31%
VOOG:
-2.43%
Returns By Period
In the year-to-date period, VMVIX achieves a 14.27% return, which is significantly lower than VOOG's 37.61% return. Over the past 10 years, VMVIX has underperformed VOOG with an annualized return of 8.31%, while VOOG has yielded a comparatively higher 15.20% annualized return.
VMVIX
14.27%
-5.67%
8.62%
14.97%
8.77%
8.31%
VOOG
37.61%
3.33%
11.61%
37.72%
17.40%
15.20%
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VMVIX vs. VOOG - Expense Ratio Comparison
VMVIX has a 0.19% expense ratio, which is higher than VOOG's 0.10% 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. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
VMVIX's dividend yield for the trailing twelve months is around 1.39%, more than VOOG's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMVIX Vanguard Mid-Cap Value Index Fund | 1.39% | 2.16% | 2.15% | 1.67% | 2.26% | 1.95% | 2.60% | 1.75% | 1.81% | 1.91% | 1.51% | 1.40% |
VOOG Vanguard S&P 500 Growth ETF | 0.34% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
VMVIX vs. VOOG - Drawdown Comparison
The maximum VMVIX drawdown since its inception was -61.61%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VMVIX and VOOG. For additional features, visit the drawdowns tool.
Volatility
VMVIX vs. VOOG - Volatility Comparison
The current volatility for Vanguard Mid-Cap Value Index Fund (VMVIX) is 4.13%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 4.77%. This indicates that VMVIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.