VRVIX vs. VOOV
Compare and contrast key facts about Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard S&P 500 Value ETF (VOOV).
VRVIX is managed by Vanguard. It was launched on Dec 10, 2010. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value 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: VRVIX or VOOV.
Correlation
The correlation between VRVIX and VOOV is 0.96, 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
VRVIX vs. VOOV - Performance Comparison
Key characteristics
VRVIX:
1.70
VOOV:
1.39
VRVIX:
2.42
VOOV:
2.00
VRVIX:
1.30
VOOV:
1.25
VRVIX:
2.38
VOOV:
1.73
VRVIX:
7.02
VOOV:
5.01
VRVIX:
2.63%
VOOV:
2.85%
VRVIX:
10.91%
VOOV:
10.25%
VRVIX:
-38.29%
VOOV:
-37.31%
VRVIX:
-1.18%
VOOV:
-3.09%
Returns By Period
In the year-to-date period, VRVIX achieves a 6.07% return, which is significantly higher than VOOV's 4.09% return. Over the past 10 years, VRVIX has underperformed VOOV with an annualized return of 8.94%, while VOOV has yielded a comparatively higher 10.23% annualized return.
VRVIX
6.07%
2.53%
7.91%
18.98%
9.79%
8.94%
VOOV
4.09%
2.33%
4.88%
14.61%
11.25%
10.23%
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VRVIX vs. VOOV - Expense Ratio Comparison
VRVIX has a 0.07% expense ratio, which is lower than VOOV's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VRVIX vs. VOOV — Risk-Adjusted Performance Rank
VRVIX
VOOV
VRVIX vs. VOOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard S&P 500 Value ETF (VOOV). 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
VRVIX vs. VOOV - Dividend Comparison
VRVIX's dividend yield for the trailing twelve months is around 1.86%, less than VOOV's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | 1.86% | 1.98% | 2.10% | 2.24% | 1.68% | 2.25% | 2.30% | 2.60% | 2.21% | 2.43% | 2.42% | 2.13% |
VOOV Vanguard S&P 500 Value ETF | 2.02% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
Drawdowns
VRVIX vs. VOOV - Drawdown Comparison
The maximum VRVIX drawdown since its inception was -38.29%, roughly equal to the maximum VOOV drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for VRVIX and VOOV. For additional features, visit the drawdowns tool.
Volatility
VRVIX vs. VOOV - Volatility Comparison
Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) has a higher volatility of 2.60% compared to Vanguard S&P 500 Value ETF (VOOV) at 2.36%. This indicates that VRVIX's price experiences larger fluctuations and is considered to be riskier than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.