Correlation
The correlation between VPMAX and VOOG 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. VOOG
Compare and contrast key facts about Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and Vanguard S&P 500 Growth ETF (VOOG).
VPMAX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VPMAX or VOOG.
Performance
VPMAX vs. VOOG - Performance Comparison
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Key characteristics
VPMAX:
0.10
VOOG:
0.70
VPMAX:
0.22
VOOG:
1.09
VPMAX:
1.03
VOOG:
1.15
VPMAX:
0.05
VOOG:
0.77
VPMAX:
0.18
VOOG:
2.57
VPMAX:
5.88%
VOOG:
6.65%
VPMAX:
21.19%
VOOG:
25.12%
VPMAX:
-55.03%
VOOG:
-32.73%
VPMAX:
-7.65%
VOOG:
-4.72%
Returns By Period
In the year-to-date period, VPMAX achieves a -0.47% return, which is significantly lower than VOOG's 0.20% return. Over the past 10 years, VPMAX has underperformed VOOG with an annualized return of 9.36%, while VOOG has yielded a comparatively higher 14.67% annualized return.
VPMAX
-0.47%
4.19%
-2.47%
1.60%
12.96%
14.80%
9.36%
VOOG
0.20%
9.40%
2.32%
16.59%
19.10%
16.67%
14.67%
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VPMAX vs. VOOG - Expense Ratio Comparison
VPMAX has a 0.31% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
VPMAX vs. VOOG — Risk-Adjusted Performance Rank
VPMAX
VOOG
VPMAX vs. VOOG - 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 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.
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Dividends
VPMAX vs. VOOG - Dividend Comparison
VPMAX's dividend yield for the trailing twelve months is around 6.74%, more than VOOG's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 6.74% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 5.61% | 5.13% | 5.99% | 6.87% |
VOOG Vanguard S&P 500 Growth ETF | 0.56% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
VPMAX vs. VOOG - Drawdown Comparison
The maximum VPMAX drawdown since its inception was -55.03%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VPMAX and VOOG.
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Volatility
VPMAX vs. VOOG - Volatility Comparison
Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a higher volatility of 5.57% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.29%. This indicates that VPMAX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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