VSEQX vs. VWENX
VSEQX (Vanguard Strategic Equity Fund) and VWENX (Vanguard Wellington Fund Admiral Shares) are both mutual funds - VSEQX is a Mid Cap Blend Equities fund tracking the Spliced Small and Mid Cap Index, while VWENX is a Diversified Portfolio fund actively managed by Vanguard. VSEQX is passively managed, while VWENX is actively managed. Over the past 10 years, VSEQX returned 12.94%/yr vs 9.78%/yr for VWENX. Their correlation of 0.86 means they have usually moved in the same direction. VSEQX charges 0.17%/yr vs 0.16%/yr for VWENX.
Performance
VSEQX vs. VWENX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VSEQX achieves a 19.38% return, which is significantly higher than VWENX's 4.93% return. Over the past 10 years, VSEQX has outperformed VWENX with an annualized return of 12.94%, while VWENX has yielded a comparatively lower 9.78% annualized return.
VSEQX
- 1D
- 0.83%
- 1M
- -0.60%
- 6M
- 15.59%
- YTD
- 19.38%
- 1Y
- 31.73%
- 3Y*
- 18.83%
- 5Y*
- 12.49%
- 10Y*
- 12.94%
- ALL TIME*
- 10.60%
VWENX
- 1D
- 1.46%
- 1M
- -1.03%
- 6M
- 4.11%
- YTD
- 4.93%
- 1Y
- 12.83%
- 3Y*
- 13.55%
- 5Y*
- 7.79%
- 10Y*
- 9.78%
- ALL TIME*
- 8.03%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VSEQX vs. VWENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 19.38% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
VWENX Vanguard Wellington Fund Admiral Shares | 4.93% | 16.63% | 14.82% | 14.40% | -14.31% | 19.09% | 10.66% | 22.61% | -3.35% | 14.05% |
Correlation
The correlation between VSEQX and VWENX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since May 14, 2001 | 0.86 |
The correlation between VSEQX and VWENX has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VSEQX vs. VWENX — Risk / Return Rank
VSEQX
VWENX
VSEQX vs. VWENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VSEQX | VWENX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.25 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.10 | 1.90 | +2.20 |
| Martin ratioReturn relative to average drawdown | 15.69 | 8.02 | +7.67 |
Loading charts...
Drawdowns
VSEQX vs. VWENX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for VSEQX and VWENX.
Loading charts...
Drawdown Indicators
| VSEQX | VWENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -36.02% | -27.53% |
Max Drawdown (1Y)Largest decline over 1 year | -7.60% | -6.77% | -0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -11.98% | -12.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -20.84% | -3.89% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -25.33% | -18.75% |
Current DrawdownCurrent decline from peak | -1.04% | -2.08% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -9.02% | -4.34% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 1.60% | +0.38% |
Volatility
VSEQX vs. VWENX - Volatility Comparison
Vanguard Strategic Equity Fund (VSEQX) has a higher volatility of 3.03% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 2.84%. This indicates that VSEQX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VSEQX | VWENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 2.84% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 7.61% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.11% | 9.33% | +5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.86% | 11.26% | +8.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.35% | 11.55% | +9.80% |
VSEQX vs. VWENX - Expense Ratio Comparison
VSEQX has a 0.17% expense ratio, which is higher than VWENX's 0.16% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
VSEQX vs. VWENX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 9.35%, less than VWENX's 11.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 9.35% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
VWENX Vanguard Wellington Fund Admiral Shares | 11.11% | 11.55% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 5.88% | 4.53% | 6.58% |
Frequently Asked Questions
VSEQX and VWENX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VSEQX has higher volatility (3.03%) compared to VWENX (2.84%). In terms of maximum drawdown, VSEQX dropped -63.55% vs VWENX's -36.02%.
VSEQX currently has the higher Sharpe Ratio (2.06 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for VSEQX and VWENX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer