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 0.94, 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:
0.20
VOO:
0.54
VPMCX:
0.41
VOO:
0.88
VPMCX:
1.06
VOO:
1.13
VPMCX:
0.20
VOO:
0.55
VPMCX:
0.75
VOO:
2.27
VPMCX:
5.40%
VOO:
4.55%
VPMCX:
20.68%
VOO:
19.19%
VPMCX:
-83.41%
VOO:
-33.99%
VPMCX:
-10.63%
VOO:
-9.90%
Returns By Period
In the year-to-date period, VPMCX achieves a -3.69% return, which is significantly higher than VOO's -5.74% return. Both investments have delivered pretty close results over the past 10 years, with VPMCX having a 11.71% annualized return and VOO not far ahead at 12.07%.
VPMCX
-3.69%
-4.70%
-5.63%
4.14%
14.71%
11.71%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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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 6.88%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | 6.88% | 6.62% | 7.16% | 9.85% | 10.08% | 9.74% | 7.15% | 8.32% | 5.61% | 5.05% | 5.91% | 6.68% |
VOO Vanguard S&P 500 ETF | 1.38% | 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
Vanguard PRIMECAP Fund Investor Shares (VPMCX) has a higher volatility of 14.79% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that VPMCX'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.