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:
0.67
SPY:
1.46
VEMPX:
1.04
SPY:
1.99
VEMPX:
1.13
SPY:
1.27
VEMPX:
0.73
SPY:
2.23
VEMPX:
3.02
SPY:
9.00
VEMPX:
3.97%
SPY:
2.08%
VEMPX:
17.85%
SPY:
12.83%
VEMPX:
-41.62%
SPY:
-55.19%
VEMPX:
-8.98%
SPY:
-3.06%
Returns By Period
In the year-to-date period, VEMPX achieves a -1.08% return, which is significantly lower than SPY's 1.38% return. Over the past 10 years, VEMPX has underperformed SPY with an annualized return of 8.93%, while SPY has yielded a comparatively higher 12.93% annualized return.
VEMPX
-1.08%
-5.78%
5.17%
10.84%
11.50%
8.93%
SPY
1.38%
-1.27%
6.09%
17.34%
16.45%
12.93%
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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 1.12%, less than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.12% | 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 | 1.19% | 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) has a higher volatility of 4.97% compared to SPDR S&P 500 ETF (SPY) at 3.69%. This indicates that VEMPX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.