VEMPX vs. FITIX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX).
VEMPX is managed by Vanguard. It was launched on Jan 14, 2011. FITIX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
VEMPX vs. FITIX - Performance Comparison
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VEMPX vs. FITIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | -1.26% | 11.43% | 15.50% | 26.98% | -26.45% | 12.48% | 32.24% | 28.06% | -9.35% | 18.13% |
FITIX Fidelity Advisor Mid Cap II Fund Class M | 4.84% | 11.29% | 22.41% | 14.40% | -15.22% | 24.61% | 18.05% | 23.04% | -15.37% | 19.97% |
Returns By Period
In the year-to-date period, VEMPX achieves a -1.26% return, which is significantly lower than FITIX's 4.84% return. Both investments have delivered pretty close results over the past 10 years, with VEMPX having a 10.95% annualized return and FITIX not far ahead at 11.41%.
VEMPX
- 1D
- 3.43%
- 1M
- -5.35%
- YTD
- -1.26%
- 6M
- -1.36%
- 1Y
- 20.17%
- 3Y*
- 15.09%
- 5Y*
- 4.01%
- 10Y*
- 10.95%
FITIX
- 1D
- 3.64%
- 1M
- -6.59%
- YTD
- 4.84%
- 6M
- 9.02%
- 1Y
- 25.02%
- 3Y*
- 16.58%
- 5Y*
- 8.99%
- 10Y*
- 11.41%
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VEMPX vs. FITIX - Expense Ratio Comparison
VEMPX has a 0.04% expense ratio, which is lower than FITIX's 1.25% expense ratio.
Return for Risk
VEMPX vs. FITIX — Risk / Return Rank
VEMPX
FITIX
VEMPX vs. FITIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX). 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.
| VEMPX | FITIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.15 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.66 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.73 | -0.33 |
Martin ratioReturn relative to average drawdown | 5.71 | 7.56 | -1.85 |
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
| VEMPX | FITIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.15 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.44 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.54 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.51 | 0.00 |
Correlation
The correlation between VEMPX and FITIX is 0.95, 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
VEMPX vs. FITIX - Dividend Comparison
VEMPX's dividend yield for the trailing twelve months is around 1.19%, less than FITIX's 7.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.19% | 1.15% | 1.11% | 1.27% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% |
FITIX Fidelity Advisor Mid Cap II Fund Class M | 7.09% | 10.82% | 11.68% | 2.52% | 5.82% | 19.35% | 1.01% | 3.07% | 10.58% | 7.57% | 9.20% | 4.84% |
Drawdowns
VEMPX vs. FITIX - Drawdown Comparison
The maximum VEMPX drawdown since its inception was -41.62%, smaller than the maximum FITIX drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for VEMPX and FITIX.
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Drawdown Indicators
| VEMPX | FITIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.62% | -53.22% | +11.60% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -14.86% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -36.32% | -25.10% | -11.22% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | -42.59% | +0.97% |
Current DrawdownCurrent decline from peak | -7.17% | -6.59% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -8.10% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.39% | +0.18% |
Volatility
VEMPX vs. FITIX - Volatility Comparison
The current volatility for Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) is 7.02%, while Fidelity Advisor Mid Cap II Fund Class M (FITIX) has a volatility of 8.56%. This indicates that VEMPX experiences smaller price fluctuations and is considered to be less risky than FITIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEMPX | FITIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 8.56% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 13.90% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 22.34% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 20.52% | +1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 21.08% | +1.25% |