VEMPX vs. SPY
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) and SPDR S&P 500 ETF (SPY).
VEMPX is managed by Vanguard. It was launched on Jan 14, 2011. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEMPX or SPY.
Correlation
The correlation between VEMPX and SPY is 0.88, 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
VEMPX vs. SPY - Performance Comparison
Key characteristics
VEMPX:
0.14
SPY:
0.51
VEMPX:
0.37
SPY:
0.86
VEMPX:
1.05
SPY:
1.13
VEMPX:
0.13
SPY:
0.55
VEMPX:
0.45
SPY:
2.26
VEMPX:
7.82%
SPY:
4.55%
VEMPX:
24.26%
SPY:
20.08%
VEMPX:
-41.62%
SPY:
-55.19%
VEMPX:
-17.34%
SPY:
-9.89%
Returns By Period
In the year-to-date period, VEMPX achieves a -10.17% return, which is significantly lower than SPY's -5.76% return. Over the past 10 years, VEMPX has underperformed SPY with an annualized return of 7.71%, while SPY has yielded a comparatively higher 11.99% annualized return.
VEMPX
-10.17%
-4.82%
-6.64%
4.22%
12.86%
7.71%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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VEMPX vs. SPY - Expense Ratio Comparison
VEMPX has a 0.04% expense ratio, which is lower than SPY's 0.09% 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
VEMPX vs. SPY — Risk-Adjusted Performance Rank
VEMPX
SPY
VEMPX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) and SPDR S&P 500 ETF (SPY). 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
VEMPX vs. SPY - Dividend Comparison
VEMPX's dividend yield for the trailing twelve months is around 1.33%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.33% | 1.11% | 1.28% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% | 1.36% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VEMPX vs. SPY - Drawdown Comparison
The maximum VEMPX drawdown since its inception was -41.62%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VEMPX and SPY. For additional features, visit the drawdowns tool.
Volatility
VEMPX vs. SPY - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) and SPDR S&P 500 ETF (SPY) have volatilities of 15.80% and 15.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.