MERDX vs. VB
Compare and contrast key facts about Meridian Growth Fund (MERDX) and Vanguard Small-Cap ETF (VB).
MERDX is managed by Meridian. It was launched on Aug 1, 1984. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MERDX or VB.
Correlation
The correlation between MERDX and VB is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MERDX vs. VB - Performance Comparison
Key characteristics
MERDX:
0.66
VB:
0.94
MERDX:
1.03
VB:
1.40
MERDX:
1.12
VB:
1.17
MERDX:
0.22
VB:
1.79
MERDX:
3.16
VB:
4.10
MERDX:
3.22%
VB:
3.76%
MERDX:
15.38%
VB:
16.37%
MERDX:
-53.22%
VB:
-59.57%
MERDX:
-36.46%
VB:
-4.66%
Returns By Period
In the year-to-date period, MERDX achieves a 5.12% return, which is significantly higher than VB's 3.41% return. Over the past 10 years, MERDX has underperformed VB with an annualized return of 0.34%, while VB has yielded a comparatively higher 9.08% annualized return.
MERDX
5.12%
3.35%
5.61%
11.89%
-0.02%
0.34%
VB
3.41%
-0.02%
9.05%
17.48%
9.71%
9.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MERDX vs. VB - Expense Ratio Comparison
MERDX has a 0.85% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
MERDX vs. VB — Risk-Adjusted Performance Rank
MERDX
VB
MERDX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Growth Fund (MERDX) and Vanguard Small-Cap ETF (VB). 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.
Dividends
MERDX vs. VB - Dividend Comparison
MERDX has not paid dividends to shareholders, while VB's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MERDX Meridian Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
VB Vanguard Small-Cap ETF | 1.26% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
MERDX vs. VB - Drawdown Comparison
The maximum MERDX drawdown since its inception was -53.22%, smaller than the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for MERDX and VB. For additional features, visit the drawdowns tool.
Volatility
MERDX vs. VB - Volatility Comparison
The current volatility for Meridian Growth Fund (MERDX) is 3.48%, while Vanguard Small-Cap ETF (VB) has a volatility of 3.81%. This indicates that MERDX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.