VEMPX vs. MISIX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
VEMPX is managed by Vanguard. It was launched on Jan 14, 2011. MISIX is managed by Victory.
Performance
VEMPX vs. MISIX - Performance Comparison
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VEMPX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | -0.60% | 11.43% | 15.50% | 26.98% | -26.45% | 12.48% | 32.24% | 28.06% | -9.35% | 18.13% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, VEMPX achieves a -0.60% return, which is significantly lower than MISIX's 2.72% return. Over the past 10 years, VEMPX has outperformed MISIX with an annualized return of 11.02%, while MISIX has yielded a comparatively lower 9.62% annualized return.
VEMPX
- 1D
- 0.66%
- 1M
- -3.06%
- YTD
- -0.60%
- 6M
- -1.40%
- 1Y
- 18.91%
- 3Y*
- 15.34%
- 5Y*
- 4.14%
- 10Y*
- 11.02%
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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VEMPX vs. MISIX - Expense Ratio Comparison
VEMPX has a 0.04% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
VEMPX vs. MISIX — Risk / Return Rank
VEMPX
MISIX
VEMPX vs. MISIX - 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 Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 2.29 | -1.38 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.93 | -1.52 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.45 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.68 | -1.20 |
Martin ratioReturn relative to average drawdown | 6.02 | 11.58 | -5.56 |
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 | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 2.29 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.42 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.54 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.32 | +0.18 |
Correlation
The correlation between VEMPX and MISIX is 0.73, 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. MISIX - Dividend Comparison
VEMPX's dividend yield for the trailing twelve months is around 1.18%, less than MISIX's 5.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.18% | 1.15% | 1.11% | 1.27% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
VEMPX vs. MISIX - Drawdown Comparison
The maximum VEMPX drawdown since its inception was -41.62%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for VEMPX and MISIX.
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Drawdown Indicators
| VEMPX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.62% | -67.61% | +25.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.25% | -13.84% | +3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -36.32% | -37.69% | +1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | -41.82% | +0.20% |
Current DrawdownCurrent decline from peak | -6.56% | -10.87% | +4.31% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -16.99% | +8.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.20% | +0.39% |
Volatility
VEMPX vs. MISIX - Volatility Comparison
The current volatility for Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) is 6.90%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that VEMPX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEMPX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 7.91% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 11.79% | +1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 16.91% | +6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.37% | 17.75% | +4.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.32% | 17.82% | +4.50% |