VQNPX vs. VFIAX
Compare and contrast key facts about Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
VQNPX is managed by Vanguard. It was launched on Dec 10, 1986. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VQNPX or VFIAX.
Key characteristics
| VQNPX | VFIAX | |
|---|---|---|
| YTD Return | 24.01% | 23.21% |
| 1Y Return | 40.77% | 40.57% |
| 3Y Return (Ann) | 10.02% | 9.74% |
| 5Y Return (Ann) | 15.50% | 15.47% |
| 10Y Return (Ann) | 12.95% | 13.19% |
| Sharpe Ratio | 3.26 | 3.42 |
| Sortino Ratio | 4.27 | 4.52 |
| Omega Ratio | 1.61 | 1.64 |
| Calmar Ratio | 4.24 | 4.14 |
| Martin Ratio | 20.00 | 22.49 |
| Ulcer Index | 2.08% | 1.84% |
| Daily Std Dev | 12.77% | 12.11% |
| Max Drawdown | -56.93% | -55.20% |
| Current Drawdown | -0.77% | -0.86% |
Correlation
The correlation between VQNPX and VFIAX is 0.99, 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
VQNPX vs. VFIAX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VQNPX having a 24.01% return and VFIAX slightly lower at 23.21%. Both investments have delivered pretty close results over the past 10 years, with VQNPX having a 12.95% annualized return and VFIAX not far ahead at 13.19%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VQNPX vs. VFIAX - Expense Ratio Comparison
VQNPX has a 0.32% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
VQNPX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
VQNPX vs. VFIAX - Dividend Comparison
VQNPX's dividend yield for the trailing twelve months is around 6.88%, more than VFIAX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | 6.88% | 8.60% | 9.69% | 15.16% | 6.53% | 4.09% | 7.93% | 5.75% | 6.90% | 7.60% | 7.09% | 1.50% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.26% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VQNPX vs. VFIAX - Drawdown Comparison
The maximum VQNPX drawdown since its inception was -56.93%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VQNPX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
VQNPX vs. VFIAX - Volatility Comparison
Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 2.63% and 2.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.