VMVIX vs. VOOG

In the year-to-date period, VMVIX achieves a 0.27% return, which is significantly lower than VOOG's 2.39% return. Over the past 10 years, VMVIX has underperformed VOOG with an annualized return of 7.98%, while VOOG has yielded a comparatively higher 14.86% annualized return.

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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%.

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.

The current VMVIX Sharpe Ratio is 0.59, which is comparable to the VOOG Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of VMVIX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMVIX's dividend yield for the trailing twelve months is around 2.20%, more than VOOG's 0.54% yield.

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.

The current volatility for Vanguard Mid-Cap Value Index Fund (VMVIX) is 4.54%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. 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.