VB vs. VXF
Compare and contrast key facts about Vanguard Small-Cap ETF (VB) and Vanguard Extended Market ETF (VXF).
VB and VXF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001. Both VB and VXF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VB or VXF.
Key characteristics
| VB | VXF | |
|---|---|---|
| YTD Return | 2.84% | 2.74% |
| 1Y Return | 22.61% | 28.03% |
| 3Y Return (Ann) | 1.14% | -1.25% |
| 5Y Return (Ann) | 8.08% | 8.30% |
| 10Y Return (Ann) | 8.84% | 8.92% |
| Sharpe Ratio | 1.20 | 1.50 |
| Daily Std Dev | 17.30% | 17.70% |
| Max Drawdown | -59.58% | -58.04% |
| Current Drawdown | -4.84% | -13.01% |
Correlation
The correlation between VB and VXF is 0.98, 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
VB vs. VXF - Performance Comparison
The year-to-date returns for both stocks are quite close, with VB having a 2.84% return and VXF slightly lower at 2.74%. Both investments have delivered pretty close results over the past 10 years, with VB having a 8.84% annualized return and VXF not far ahead at 8.92%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VB vs. VXF - Expense Ratio Comparison
VB has a 0.05% expense ratio, which is lower than VXF's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VB vs. VXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap ETF (VB) and Vanguard Extended Market ETF (VXF). 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
VB vs. VXF - Dividend Comparison
VB's dividend yield for the trailing twelve months is around 1.48%, more than VXF's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VB Vanguard Small-Cap ETF | 1.48% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
VXF Vanguard Extended Market ETF | 1.25% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.14% |
Drawdowns
VB vs. VXF - Drawdown Comparison
The maximum VB drawdown since its inception was -59.58%, roughly equal to the maximum VXF drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for VB and VXF. For additional features, visit the drawdowns tool.
Volatility
VB vs. VXF - Volatility Comparison
The current volatility for Vanguard Small-Cap ETF (VB) is 4.86%, while Vanguard Extended Market ETF (VXF) has a volatility of 5.22%. This indicates that VB experiences smaller price fluctuations and is considered to be less risky than VXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.