Correlation
The correlation between VPMAX and VOO is 0.93, 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.
VPMAX vs. VOO
Compare and contrast key facts about Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and Vanguard S&P 500 ETF (VOO).
VPMAX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VPMAX or VOO.
Performance
VPMAX vs. VOO - Performance Comparison
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Key characteristics
VPMAX:
0.21
VOO:
0.70
VPMAX:
0.39
VOO:
1.05
VPMAX:
1.05
VOO:
1.15
VPMAX:
0.18
VOO:
0.69
VPMAX:
0.61
VOO:
2.62
VPMAX:
5.91%
VOO:
4.93%
VPMAX:
21.30%
VOO:
19.55%
VPMAX:
-55.03%
VOO:
-33.99%
VPMAX:
-5.82%
VOO:
-3.45%
Returns By Period
In the year-to-date period, VPMAX achieves a 1.49% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, VPMAX has underperformed VOO with an annualized return of 9.46%, while VOO has yielded a comparatively higher 12.81% annualized return.
VPMAX
1.49%
4.86%
-1.21%
4.51%
11.33%
14.57%
9.46%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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VPMAX vs. VOO - Expense Ratio Comparison
VPMAX has a 0.31% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VPMAX vs. VOO — Risk-Adjusted Performance Rank
VPMAX
VOO
VPMAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Admiral Shares (VPMAX) 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.
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Dividends
VPMAX vs. VOO - Dividend Comparison
VPMAX's dividend yield for the trailing twelve months is around 6.61%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 6.61% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 5.61% | 5.13% | 5.99% | 6.87% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VPMAX vs. VOO - Drawdown Comparison
The maximum VPMAX drawdown since its inception was -55.03%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VPMAX and VOO.
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Volatility
VPMAX vs. VOO - Volatility Comparison
Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a higher volatility of 5.97% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that VPMAX'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.
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