Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VEMPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VEMPX
VEMPX charges 0.04% annually. There are 3 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | VEMPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | VEMPX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | VEMPX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VEMPX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jul 1997 | VEMPX vs VIEIX |
Best Risk-Adjusted Alternatives to VEMPX
VEMPX has a PortfoliosLab risk / return rank of 41. There are 56 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | VEMPX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | VEMPX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | VEMPX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | VEMPX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | VEMPX vs FZAMX |
Top Performing VEMPX Alternatives (YTD)
VEMPX is at 16.05% YTD. There are 48 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | VEMPX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | VEMPX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | VEMPX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | VEMPX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | VEMPX vs FZAMX |
Lowest Volatility Alternatives to VEMPX
VEMPX has 17.80% 1-year volatility. There are 94 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | VEMPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | VEMPX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | VEMPX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | VEMPX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | VEMPX vs RSINX |
Lowest Drawdown Alternatives to VEMPX
VEMPX has a 1-year max drawdown of -10.25%. There are 82 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | VEMPX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | VEMPX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | VEMPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | VEMPX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | VEMPX vs DNLDX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VEMPX
Investors most often compare VEMPX with VIIIX, VMVAX, VTPSX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VEMPX with Any Fund or Stock
Compare VEMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VEMPX with funds that move differently
Vanguard Extended Market Index Fund Institutional Plus Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VEMPX.
Explore VEMPX Diversifiers