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.
Performance
MERDX vs. VB - Performance Comparison
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MERDX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MERDX Meridian Growth Fund | -10.55% | -6.25% | 6.42% | 15.29% | -29.13% | 15.58% | 24.93% | 27.67% | -7.30% | 25.64% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, MERDX achieves a -10.55% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, MERDX has underperformed VB with an annualized return of 5.88%, while VB has yielded a comparatively higher 10.51% annualized return.
MERDX
- 1D
- -1.13%
- 1M
- -9.36%
- YTD
- -10.55%
- 6M
- -10.85%
- 1Y
- -8.85%
- 3Y*
- -2.55%
- 5Y*
- -5.02%
- 10Y*
- 5.88%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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MERDX vs. VB - Expense Ratio Comparison
MERDX has a 0.85% expense ratio, which is higher than VB's 0.05% expense ratio.
Return for Risk
MERDX vs. VB — Risk / Return Rank
MERDX
VB
MERDX vs. VB - Risk-Adjusted Trends 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.
| MERDX | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.48 | 0.91 | -1.39 |
Sortino ratioReturn per unit of downside risk | -0.56 | 1.41 | -1.97 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.19 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.39 | -1.87 |
Martin ratioReturn relative to average drawdown | -1.37 | 5.97 | -7.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MERDX | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.48 | 0.91 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | 0.26 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.49 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.42 | +0.02 |
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.
Dividends
MERDX vs. VB - Dividend Comparison
MERDX's dividend yield for the trailing twelve months is around 10.09%, more than VB's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MERDX Meridian Growth Fund | 10.09% | 9.03% | 0.24% | 0.00% | 13.80% | 15.49% | 0.88% | 9.15% | 16.44% | 7.07% | 0.57% | 12.17% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
MERDX vs. VB - Drawdown Comparison
The maximum MERDX drawdown since its inception was -48.45%, smaller than the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for MERDX and VB.
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Drawdown Indicators
| MERDX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.45% | -59.56% | +11.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.50% | -14.29% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -37.93% | -28.15% | -9.78% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -42.05% | +1.41% |
Current DrawdownCurrent decline from peak | -32.68% | -6.08% | -26.60% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -8.49% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 3.32% | +2.35% |
Volatility
MERDX vs. VB - Volatility Comparison
The current volatility for Meridian Growth Fund (MERDX) is 5.71%, while Vanguard Small-Cap ETF (VB) has a volatility of 6.84%. 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.
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Volatility by Period
| MERDX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 6.84% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 12.60% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.35% | 21.86% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.37% | 20.78% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 21.40% | -0.13% |