MERDX vs. VB
MERDX (Meridian Growth Fund) and VB (Vanguard Small-Cap ETF) are both funds - MERDX is a Small Cap Growth Equities fund managed by Meridian, while VB is a Small Cap Blend Equities fund tracking the CRSP US Small Cap Index. Over the past 10 years, MERDX returned 6.29%/yr vs 11.08%/yr for VB. Their correlation of 0.93 means they have usually moved in the same direction. MERDX charges 0.85%/yr vs 0.03%/yr for VB.
Performance
MERDX vs. VB - Performance Comparison
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Returns By Period
In the year-to-date period, MERDX achieves a 2.05% return, which is significantly lower than VB's 15.19% return. Over the past 10 years, MERDX has underperformed VB with an annualized return of 6.29%, while VB has yielded a comparatively higher 11.08% annualized return.
MERDX
- 1D
- 1.01%
- 1M
- -5.68%
- 6M
- 2.11%
- YTD
- 2.05%
- 1Y
- 4.24%
- 3Y*
- -0.12%
- 5Y*
- -3.78%
- 10Y*
- 6.29%
- ALL TIME*
- 8.51%
VB
- 1D
- -0.22%
- 1M
- -1.73%
- 6M
- 10.09%
- YTD
- 15.19%
- 1Y
- 25.91%
- 3Y*
- 14.02%
- 5Y*
- 7.45%
- 10Y*
- 11.08%
- ALL TIME*
- 9.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MERDX Meridian Growth Fund | $0.00 | $0.00 | $0.00 |
| $121.48M | $119.40M | $165.11M |
MERDX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MERDX Meridian Growth Fund | 2.05% | -6.25% | 6.42% | 15.29% | -29.13% | 15.58% | 24.93% | 27.67% | -7.30% | 25.64% |
VB Vanguard Small-Cap ETF | 15.19% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Correlation
The correlation between MERDX and VB is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004 | 0.93 |
The correlation between MERDX and VB has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MERDX | VB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.26 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 2.67 | -2.69 |
| Martin ratioReturn relative to average drawdown | -0.06 | 9.73 | -9.80 |
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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 | -14.07% | -8.98% | -5.09% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -25.36% | +1.04% |
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 | -23.20% | -2.63% | -20.57% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -8.39% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.98% | 2.46% | +2.52% |
Volatility
MERDX vs. VB - Volatility Comparison
Meridian Growth Fund (MERDX) has a higher volatility of 4.46% compared to Vanguard Small-Cap ETF (VB) at 3.36%. This indicates that MERDX's price experiences larger fluctuations and is considered to be riskier 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 | 4.46% | 3.36% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 12.01% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 16.47% | +1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.58% | 20.69% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.31% | 21.37% | -0.06% |
MERDX vs. VB - Expense Ratio Comparison
MERDX has a 0.85% expense ratio, which is higher than VB's 0.03% expense ratio.
Dividends
MERDX vs. VB - Dividend Comparison
MERDX's dividend yield for the trailing twelve months is around 8.85%, more than VB's 1.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MERDX Meridian Growth Fund | 8.85% | 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 | 1.22% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Frequently Asked Questions
MERDX and VB have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MERDX has higher volatility (4.46%) compared to VB (3.36%). In terms of maximum drawdown, MERDX dropped -48.45% vs VB's -59.56%.
VB currently has the higher Sharpe Ratio (1.46 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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