VCRM vs EQTY
Comparison between VANGUARD CORE TAX-EXEMPT BOND ETF ETF SHARES (VCRM, ETF) and KOVITZ CORE EQUITY ETF (EQTY, ETF).
VCRM vs EQTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VCRM
$1.30B
EQTY
$1.30B
Expense Ratio
Winner
VCRM
0.12%
EQTY
0.99%
Max Drawdown
Winner
VCRM
5.17%
EQTY
17.28%
Sharpe Ratio
Winner
VCRM
1.28
EQTY
1.02
5Y Beta
Winner
VCRM
0.02
EQTY
0.85
P/E Ratio
VCRM
N/A
EQTY
28.29
Forward P/E
VCRM
N/A
EQTY
20.75
PEG Ratio
VCRM
N/A
EQTY
0.89
5Y EPS CAGR
VCRM
N/A
EQTY
14.50%
Debt to Equity
VCRM
N/A
EQTY
47.64%
P/S Ratio
VCRM
N/A
EQTY
3.23
P/B Ratio
VCRM
N/A
EQTY
4.04
VCRM vs EQTY - Historical Returns
Returns include dividend reinvestment.
1M
VCRM
+0.57%
Winner
EQTY
+1.63%
3M
VCRM
-0.09%
Winner
EQTY
+1.28%
6M
VCRM
+2.15%
Winner
EQTY
+5.44%
1Y
VCRM
+8.15%
Winner
EQTY
+16.96%
Max(CAGR)
VCRM
+4.02%
Winner
EQTY
+16.79%
VCRM vs EQTY - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | VCRM | EQTY |
|---|---|---|
| 2026 | +1.79% | +3.07% |
| 2025 | +4.67% | +13.71% |
| 2024 | -0.58% | +20.68% |
| 2023 | N/A | +26.48% |
| 2022 | N/A | -3.83% |
VCRM vs EQTY Drawdown Comparison
The maximum drawdown for VCRM was -4.12%, occurring on Apr 11, 2025. Recovery took 133 trading sessions.
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The current VCRM drawdown is -0.38%. The current EQTY drawdown is -1.19%.
| Rank | VCRM | EQTY |
|---|---|---|
| #1 | -4.12% Feb 26, 2025 - Sep 8, 2025 | -17.28% Feb 6, 2025 - Jul 2, 2025 |
| #2 | -2.72% Feb 27, 2026 - Mar 24, 2026 | -11.85% Jan 28, 2026 - Mar 27, 2026 |
| #3 | -2.64% Dec 6, 2024 - Feb 26, 2025 | -11.46% Aug 1, 2023 - Dec 13, 2023 |
| #4 | -0.44% Sep 22, 2025 - Oct 6, 2025 | -9.60% Feb 2, 2023 - Jun 12, 2023 |
| #5 | -0.42% Nov 28, 2025 - Dec 30, 2025 | -6.79% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -0.39% Oct 22, 2025 - Nov 11, 2025 | -6.75% Dec 13, 2022 - Jan 11, 2023 |
| #7 | -0.37% Jan 14, 2026 - Jan 30, 2026 | -6.35% Oct 27, 2025 - Dec 5, 2025 |
| #8 | -0.36% Nov 11, 2025 - Nov 18, 2025 | -5.10% Mar 28, 2024 - Jul 10, 2024 |
| #9 | -0.21% Oct 13, 2025 - Oct 16, 2025 | -4.35% Dec 11, 2024 - Jan 21, 2025 |
| #10 | -0.18% Nov 21, 2025 - Nov 26, 2025 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -0.17% Oct 7, 2025 - Oct 10, 2025 | -2.93% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -0.13% Dec 2, 2024 - Dec 6, 2024 | -2.90% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -0.12% Jan 7, 2026 - Jan 9, 2026 | -2.88% Sep 11, 2025 - Oct 8, 2025 |
| #14 | -0.12% Feb 5, 2026 - Feb 9, 2026 | -2.86% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -2.58% Jan 12, 2023 - Jan 23, 2023 |
Correlation
Correlation between VCRM and EQTY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2022 - 2026)
VCRM vs EQTY dividend yield comparison.
| Year | VCRM | EQTY |
|---|---|---|
| 2026 | 1.54% | 0.00% |
| 2025 | 3.42% | 0.02% |
| 2024 | 0.40% | 0.33% |
| 2023 | 0.00% | 0.26% |
| 2022 | 0.00% | 0.08% |
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