VO vs. VIMAX

The year-to-date returns for both investments are quite close, with VO having a 2.57% return and VIMAX slightly higher at 2.62%. Both investments have delivered pretty close results over the past 10 years, with VO having a 9.33% annualized return and VIMAX not far behind at 9.27%.

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VO has a 0.04% expense ratio, which is lower than VIMAX's 0.05% expense ratio. Despite the difference, 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 ETF (VO) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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 VO Sharpe Ratio is 0.77, which is comparable to the VIMAX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of VO and VIMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VO's dividend yield for the trailing twelve months is around 1.53%, which matches VIMAX's 1.52% yield.

The maximum VO drawdown since its inception was -58.88%, roughly equal to the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for VO and VIMAX.

Vanguard Mid-Cap ETF (VO) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 4.46% and 4.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.