VEIRX vs. VEXPX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Explorer Fund Investor Shares (VEXPX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. VEXPX is managed by Vanguard. It was launched on Dec 11, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIRX or VEXPX.
Performance
VEIRX vs. VEXPX - Performance Comparison
Returns By Period
In the year-to-date period, VEIRX achieves a 17.38% return, which is significantly higher than VEXPX's 12.53% return. Over the past 10 years, VEIRX has outperformed VEXPX with an annualized return of 6.62%, while VEXPX has yielded a comparatively lower 2.02% annualized return.
VEIRX
17.38%
-0.48%
7.31%
20.19%
7.24%
6.62%
VEXPX
12.53%
-0.14%
6.68%
27.04%
3.74%
2.02%
Key characteristics
| VEIRX | VEXPX | |
|---|---|---|
| Sharpe Ratio | 1.73 | 1.55 |
| Sortino Ratio | 2.28 | 2.21 |
| Omega Ratio | 1.33 | 1.27 |
| Calmar Ratio | 2.13 | 0.69 |
| Martin Ratio | 8.14 | 8.82 |
| Ulcer Index | 2.41% | 2.90% |
| Daily Std Dev | 11.36% | 16.53% |
| Max Drawdown | -56.75% | -61.17% |
| Current Drawdown | -1.67% | -19.80% |
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VEIRX vs. VEXPX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is lower than VEXPX's 0.40% expense ratio.
Correlation
The correlation between VEIRX and VEXPX is 0.82, 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.
Risk-Adjusted Performance
VEIRX vs. VEXPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Explorer Fund Investor Shares (VEXPX). 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
VEIRX vs. VEXPX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 2.81%, more than VEXPX's 0.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.81% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% | 2.60% |
VEXPX Vanguard Explorer Fund Investor Shares | 0.46% | 0.52% | 0.39% | 0.22% | 0.12% | 0.28% | 0.34% | 0.50% | 0.37% | 0.34% | 0.16% | 0.04% |
Drawdowns
VEIRX vs. VEXPX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -56.75%, smaller than the maximum VEXPX drawdown of -61.17%. Use the drawdown chart below to compare losses from any high point for VEIRX and VEXPX. For additional features, visit the drawdowns tool.
Volatility
VEIRX vs. VEXPX - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 3.58%, while Vanguard Explorer Fund Investor Shares (VEXPX) has a volatility of 5.71%. This indicates that VEIRX experiences smaller price fluctuations and is considered to be less risky than VEXPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.