VOT vs VWIUX
Vanguard Morningstar Mid-Cap Growth ETF vs Vanguard Intermediate Term Tax-Exempt Fund admiral class
Quick Verdict
VOT has a lower expense ratio. VOT delivered stronger 1-year returns. VWIUX offers more diversification with 15,066 holdings.
Side-by-Side Comparison
| Metric | VOT | VWIUX | Winner |
|---|---|---|---|
| Expense Ratio | 0.05% | 0.09% | |
| AUM | $19.1B | $86.4B | |
| Dividend Yield | 0.62% | 3.13% | |
| Holdings | 129 | 15,066 | |
| YTD Return | +8.96% | -1.67% | |
| 1Y Return | +8.44% | +0.97% | |
| 3Y Return (annualized) | +16.15% | +0.65% | |
| 5Y Return (annualized) | +5.39% | -1.79% | |
| Volatility (annualized) | 18.5% | 5.4% | |
| Max Drawdown | -60.3% | -16.1% | |
| Fund Family | Vanguard (US) | Vanguard (US) | |
| Category | Equity | Tax Preferred | |
| Inception | Aug 17, 2006 | Feb 12, 2001 |
VOT vs VWIUX Performance
Vanguard Morningstar Mid-Cap Growth ETF (VOT) is a ETF from Vanguard (US) and Vanguard Intermediate Term Tax-Exempt Fund admiral class (VWIUX) is a mutual fund from Vanguard (US). Over the past year VOT returned +8.44% while VWIUX returned +0.97%. Year to date, VOT is up 8.96% versus a loss of 1.67% for VWIUX.
Over three years, VOT compounded at +16.15% per year against +0.65% for VWIUX; over five years the annualized figures are +5.39% and -1.79% respectively. Across the full 5-year window we track, VOT has the edge at +9.59% annualized vs -1.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOT has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 5.4% for VWIUX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -60.3% for VOT and -16.1% for VWIUX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VOT charges 0.05% per year while VWIUX charges 0.09%. On a $10,000 position that is $5 vs $9 annually, a gap of $4 per year that compounds over a long holding period. On income, VOT currently yields 0.62% against 3.13% for VWIUX.
Holdings Overlap
VOT and VWIUX share 0 holdings out of 1884 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VOT or VWIUX?
VOT has an expense ratio of 0.05% while VWIUX charges 0.09%. VOT is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, VOT or VWIUX?
Over the past year VOT returned +8.44% vs +0.97% for VWIUX, so VOT leads on 1-year performance. Over the longest common window we track (5 years), VOT annualized +9.59% vs -1.79% for VWIUX. Past performance does not guarantee future results.
Which is riskier, VOT or VWIUX?
VOT has been the more volatile fund at 18.5% annualized versus 5.4% for VWIUX. Worst drawdown: VOT -60.3% vs VWIUX -16.1%.
Should I hold both VOT and VWIUX?
VOT and VWIUX have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOT and VWIUX?
VOT and VWIUX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1884 unique securities.
Which pays a higher dividend, VOT or VWIUX?
VOT yields 0.62% while VWIUX yields 3.13%, so VWIUX currently pays the higher dividend yield.
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