MERDX vs. VBK

In the year-to-date period, MERDX achieves a -11.12% return, which is significantly higher than VBK's -11.86% return. Over the past 10 years, MERDX has underperformed VBK with an annualized return of -1.47%, while VBK has yielded a comparatively higher 7.05% annualized return.

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MERDX has a 0.85% expense ratio, which is higher than VBK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Meridian Growth Fund (MERDX) and Vanguard Small-Cap Growth ETF (VBK). 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.

The current MERDX Sharpe Ratio is -0.04, which is lower than the VBK Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of MERDX and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MERDX has not paid dividends to shareholders, while VBK's dividend yield for the trailing twelve months is around 0.61%.

The maximum MERDX drawdown since its inception was -53.22%, smaller than the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for MERDX and VBK. For additional features, visit the drawdowns tool.

The current volatility for Meridian Growth Fund (MERDX) is 13.85%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 16.02%. This indicates that MERDX experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.