VFMV vs AIPI
Comparison between VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES (VFMV, ETF) and REX AI EQUITY PREMIUM INCOME ETF (AIPI, ETF).
VFMV vs AIPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFMV
$418M
Winner
AIPI
$419M
Expense Ratio
Winner
VFMV
0.13%
AIPI
0.65%
Max Drawdown
Winner
VFMV
33.96%
AIPI
42.01%
Sharpe Ratio
Winner
VFMV
1.06
AIPI
0.65
5Y Beta
Winner
VFMV
0.50
AIPI
1.11
P/E Ratio
Winner
VFMV
22.21
AIPI
44.73
Forward P/E
Winner
VFMV
19.19
AIPI
24.63
PEG Ratio
VFMV
N/A
AIPI
0.44
5Y Dividends CAGR
VFMV
7.80%
AIPI
N/A
5Y EPS CAGR
VFMV
14.40%
Winner
AIPI
39.00%
Debt to Equity
Winner
VFMV
-1.91%
AIPI
27.21%
P/S Ratio
Winner
VFMV
2.42
AIPI
7.07
P/B Ratio
Winner
VFMV
3.40
AIPI
9.27
VFMV vs AIPI - Holdings Comparison
VFMV and AIPI have 11 common holdings. Overlap is 3.68%
VFMV's top 25 holdings weight is 36.66%. AIPI's top 25 holdings weight is 98.15%.
| Rank | VFMV | AIPI |
|---|---|---|
| #1 | CIRRUS LOGIC INC (CRUS) - 1.61% | n/a (PLTR) - 10.83% |
| #2 | ROSS STORES INC (ROST) - 1.56% | NVIDIA CORP (NVDA) - 9.69% |
| #3 | TJX COMPANIES INC (TJX) - 1.54% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 9.25% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.52% | ARM HOLDINGS PLC ADR (ARM) - 4.12% |
| #5 | DOLBY LABORATORIES INC CLASS A (DLB) - 1.51% | DATADOG INC CLASS A (DDOG) - 3.75% |
| #6 | COCA-COLA CO (KO) - 1.51% | SYNOPSYS INC (SNPS) - 3.64% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.51% | ALPHABET INC CLASS A (GOOGL) - 3.38% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.51% | CISCO SYSTEMS INC (CSCO) - 3.36% |
| #9 | NVIDIA CORP (NVDA) - 1.51% | ADOBE INC (ADBE) - 3.28% |
| #10 | MICROSOFT CORP (MSFT) - 1.50% | SALESFORCE INC (CRM) - 3.27% |
| #11 | ANALOG DEVICES INC (ADI) - 1.50% | META PLATFORMS INC CLASS A (META) - 3.25% |
| #12 | APPLE INC (AAPL) - 1.49% | QUALCOMM INC (QCOM) - 3.17% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.49% | APPLE INC (AAPL) - 3.15% |
| #14 | ENSIGN GROUP INC (ENSG) - 1.48% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.05% |
| #15 | LOEWS CORP (L) - 1.48% | INTEL CORP (INTC) - 3.01% |
| #16 | TRIMBLE INC (TRMB) - 1.48% | BROADCOM INC (AVGO) - 3.01% |
| #17 | CHEVRON CORP (CVX) - 1.47% | MICRON TECHNOLOGY INC (MU) - 3.01% |
| #18 | REPUBLIC SERVICES INC (RSG) - 1.46% | MICROSOFT CORP (MSFT) - 2.95% |
| #19 | PTC INC (PTC) - 1.46% | ARISTA NETWORKS INC (ANET) - 2.88% |
| #20 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.39% | AMAZON.COM INC (AMZN) - 2.80% |
| #21 | META PLATFORMS INC CLASS A (META) - 1.39% | SERVICENOW INC (NOW) - 2.79% |
| #22 | INGREDION INC (INGR) - 1.38% | ADVANCED MICRO DEVICES INC (AMD) - 2.76% |
| #23 | EXXON MOBIL CORP (XOM) - 1.37% | PALO ALTO NETWORKS INC (PANW) - 2.71% |
| #24 | AMETEK INC (AME) - 1.28% | IONQ INC CLASS A (IONQ) - 2.58% |
| #25 | LAM RESEARCH CORP (LRCX) - 1.26% | SUPER MICRO COMPUTER INC (SMCI) - 2.46% |
| Total Holdings | 182 | 136 |
VFMV vs AIPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFMV
+2.33%
AIPI
-1.95%
3M
VFMV
+3.07%
Winner
AIPI
+6.70%
6M
VFMV
+6.91%
Winner
AIPI
+7.26%
1Y
VFMV
+13.46%
Winner
AIPI
+14.01%
5Y(CAGR)
VFMV
+9.38%
AIPI
N/A
10Y(CAGR)
VFMV
+9.84%
AIPI
N/A
Max(CAGR)
VFMV
+9.84%
Winner
AIPI
+17.63%
VFMV vs AIPI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | VFMV | AIPI |
|---|---|---|
| 2026 | +9.68% | +6.21% |
| 2025 | +10.61% | +15.76% |
| 2024 | +16.78% | +15.22% |
| 2023 | +8.55% | N/A |
| 2022 | -5.36% | N/A |
| 2021 | +21.46% | N/A |
| 2020 | +0.16% | N/A |
| 2019 | +27.53% | N/A |
| 2018 | -1.09% | N/A |
VFMV vs AIPI Drawdown Comparison
The maximum drawdown for VFMV was -33.63%, occurring on Mar 23, 2020. Recovery took 231 trading sessions.
The maximum drawdown for AIPI was -25.24%, occurring on Apr 8, 2025. Recovery took 97 trading sessions.
The current VFMV drawdown is -0.48%. The current AIPI drawdown is -5.43%.
| Rank | VFMV | AIPI |
|---|---|---|
| #1 | -33.63% Feb 20, 2020 - Jan 20, 2021 | -25.24% Feb 18, 2025 - Jul 9, 2025 |
| #2 | -16.10% Sep 14, 2018 - Apr 24, 2019 | -15.87% Jul 10, 2024 - Oct 11, 2024 |
| #3 | -15.40% Dec 29, 2021 - Dec 4, 2023 | -14.46% Nov 3, 2025 - May 14, 2026 |
| #4 | -10.35% Feb 25, 2025 - Jun 10, 2025 | -7.09% Jun 2, 2026 - Jun 25, 2026 |
| #5 | -6.24% Nov 26, 2024 - Feb 19, 2025 | -4.08% Oct 29, 2024 - Nov 6, 2024 |
| #6 | -6.09% Feb 12, 2021 - Apr 1, 2021 | -4.02% Dec 16, 2024 - Jan 21, 2025 |
| #7 | -6.00% Mar 2, 2026 - Apr 30, 2026 | -4.01% Jan 23, 2025 - Feb 10, 2025 |
| #8 | -5.36% Sep 2, 2021 - Nov 3, 2021 | -3.71% Jul 28, 2025 - Sep 15, 2025 |
| #9 | -4.37% Mar 28, 2024 - May 14, 2024 | -2.87% Nov 7, 2024 - Nov 22, 2024 |
| #10 | -3.92% Nov 16, 2021 - Dec 15, 2021 | -2.35% Jun 18, 2024 - Jul 1, 2024 |
| #11 | -3.76% Jan 25, 2021 - Feb 8, 2021 | -1.83% Oct 9, 2025 - Oct 20, 2025 |
| #12 | -3.65% Jul 31, 2024 - Aug 15, 2024 | -1.62% Dec 6, 2024 - Dec 16, 2024 |
| #13 | -3.35% Mar 12, 2018 - Apr 12, 2018 | -1.61% Oct 21, 2024 - Oct 29, 2024 |
| #14 | -3.24% Jul 29, 2019 - Sep 4, 2019 | -1.05% Oct 21, 2025 - Oct 23, 2025 |
| #15 | -3.10% Sep 11, 2025 - Nov 26, 2025 | -0.89% Jul 9, 2025 - Jul 17, 2025 |
Correlation
Correlation between VFMV and AIPI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2018 - 2026)
VFMV vs AIPI dividend yield comparison.
| Year | VFMV | AIPI |
|---|---|---|
| 2026 | 0.61% | 17.66% |
| 2025 | 2.12% | 37.84% |
| 2024 | 1.46% | 18.13% |
| 2023 | 2.20% | 0.00% |
| 2022 | 2.08% | 0.00% |
| 2021 | 1.31% | 0.00% |
| 2020 | 2.14% | 0.00% |
| 2019 | 2.43% | 0.00% |
| 2018 | 2.29% | 0.00% |
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