VPMCX vs. VTI
Compare and contrast key facts about Vanguard PRIMECAP Fund Investor Shares (VPMCX) and Vanguard Total Stock Market ETF (VTI).
VPMCX is managed by Vanguard. It was launched on Nov 1, 1984. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPMCX or VTI.
Correlation
The correlation between VPMCX and VTI is 0.95, 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. VTI - Performance Comparison
Key characteristics
VPMCX:
0.56
VTI:
2.05
VPMCX:
0.78
VTI:
2.74
VPMCX:
1.13
VTI:
1.38
VPMCX:
0.74
VTI:
3.06
VPMCX:
2.68
VTI:
13.06
VPMCX:
3.39%
VTI:
2.01%
VPMCX:
16.30%
VTI:
12.79%
VPMCX:
-81.07%
VTI:
-55.45%
VPMCX:
-9.36%
VTI:
-2.48%
Returns By Period
In the year-to-date period, VPMCX achieves a 7.96% return, which is significantly lower than VTI's 25.60% return. Over the past 10 years, VPMCX has underperformed VTI with an annualized return of 11.81%, while VTI has yielded a comparatively higher 12.55% annualized return.
VPMCX
7.96%
-6.57%
-5.49%
8.75%
10.80%
11.81%
VTI
25.60%
-0.53%
10.84%
25.91%
14.22%
12.55%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VPMCX vs. VTI - Expense Ratio Comparison
VPMCX has a 0.38% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
VPMCX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Investor Shares (VPMCX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
VPMCX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | 0.00% | 1.10% | 1.23% | 0.70% | 1.04% | 1.21% | 1.26% | 1.09% | 1.29% | 1.12% | 1.13% | 0.91% |
VTI Vanguard Total Stock Market ETF | 1.25% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VPMCX vs. VTI - Drawdown Comparison
The maximum VPMCX drawdown since its inception was -81.07%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VPMCX and VTI. For additional features, visit the drawdowns tool.
Volatility
VPMCX vs. VTI - Volatility Comparison
Vanguard PRIMECAP Fund Investor Shares (VPMCX) has a higher volatility of 9.91% compared to Vanguard Total Stock Market ETF (VTI) at 3.98%. This indicates that VPMCX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.