VPMCX vs. VOO
Compare and contrast key facts about Vanguard PRIMECAP Fund Investor Shares (VPMCX) and Vanguard S&P 500 ETF (VOO).
VPMCX is managed by Vanguard. It was launched on Nov 1, 1984. 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: VPMCX or VOO.
Correlation
The correlation between VPMCX 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.
Performance
VPMCX vs. VOO - Performance Comparison
Key characteristics
VPMCX:
0.64
VOO:
1.95
VPMCX:
0.88
VOO:
2.60
VPMCX:
1.14
VOO:
1.36
VPMCX:
0.66
VOO:
2.97
VPMCX:
2.49
VOO:
12.47
VPMCX:
4.10%
VOO:
2.01%
VPMCX:
16.01%
VOO:
12.89%
VPMCX:
-83.41%
VOO:
-33.99%
VPMCX:
-6.12%
VOO:
-1.30%
Returns By Period
In the year-to-date period, VPMCX achieves a 4.17% return, which is significantly higher than VOO's 2.71% return. Over the past 10 years, VPMCX has underperformed VOO with an annualized return of 6.25%, while VOO has yielded a comparatively higher 13.75% annualized return.
VPMCX
4.17%
3.90%
-1.13%
9.88%
5.16%
6.25%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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VPMCX vs. VOO - Expense Ratio Comparison
VPMCX has a 0.38% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VPMCX vs. VOO — Risk-Adjusted Performance Rank
VPMCX
VOO
VPMCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Investor Shares (VPMCX) 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.
Dividends
VPMCX vs. VOO - Dividend Comparison
VPMCX's dividend yield for the trailing twelve months is around 0.93%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | 0.93% | 0.97% | 1.10% | 1.23% | 0.70% | 1.04% | 1.21% | 1.26% | 1.09% | 1.29% | 1.12% | 1.13% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VPMCX vs. VOO - Drawdown Comparison
The maximum VPMCX drawdown since its inception was -83.41%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VPMCX and VOO. For additional features, visit the drawdowns tool.
Volatility
VPMCX vs. VOO - Volatility Comparison
The current volatility for Vanguard PRIMECAP Fund Investor Shares (VPMCX) is 3.43%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.21%. This indicates that VPMCX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.