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:
1.47
VOOG:
1.80
VMVIX:
2.06
VOOG:
2.36
VMVIX:
1.26
VOOG:
1.32
VMVIX:
1.93
VOOG:
2.57
VMVIX:
5.82
VOOG:
9.98
VMVIX:
3.00%
VOOG:
3.32%
VMVIX:
11.92%
VOOG:
18.35%
VMVIX:
-61.61%
VOOG:
-32.73%
VMVIX:
-5.56%
VOOG:
-2.70%
Returns By Period
The year-to-date returns for both investments are quite close, with VMVIX having a 2.21% return and VOOG slightly higher at 2.26%. Over the past 10 years, VMVIX has underperformed VOOG with an annualized return of 8.87%, while VOOG has yielded a comparatively higher 15.64% annualized return.
VMVIX
2.21%
2.47%
4.73%
16.92%
9.51%
8.87%
VOOG
2.26%
1.38%
14.03%
32.18%
17.06%
15.64%
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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 Rank
VMVIX
VOOG
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 1.95%, more than VOOG's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMVIX Vanguard Mid-Cap Value Index Fund | 1.95% | 2.00% | 2.16% | 2.15% | 1.67% | 2.26% | 1.95% | 2.60% | 1.75% | 1.81% | 1.91% | 1.51% |
VOOG Vanguard S&P 500 Growth ETF | 0.48% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
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 3.58%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 6.67%. 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.