VEMPX vs. VFIAX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
VEMPX is managed by Vanguard. It was launched on Jan 14, 2011. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VEMPX vs. VFIAX - Performance Comparison
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VEMPX vs. VFIAX - 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | -4.35% | 17.83% | 24.97% | 26.24% | -18.16% | 28.65% | 18.32% | 31.46% | -4.45% | 21.78% |
Returns By Period
In the year-to-date period, VEMPX achieves a -1.26% return, which is significantly higher than VFIAX's -4.35% return. Over the past 10 years, VEMPX has underperformed VFIAX with an annualized return of 10.95%, while VFIAX has yielded a comparatively higher 14.04% annualized return.
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%
VFIAX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.16%
- 1Y
- 17.30%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.04%
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VEMPX vs. VFIAX - Expense Ratio Comparison
Both VEMPX and VFIAX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VEMPX vs. VFIAX — Risk / Return Rank
VEMPX
VFIAX
VEMPX vs. VFIAX - 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 Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.97 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.49 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.52 | -0.13 |
Martin ratioReturn relative to average drawdown | 5.71 | 7.29 | -1.58 |
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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.97 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.70 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.78 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.44 | +0.07 |
Correlation
The correlation between VEMPX and VFIAX 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.
Dividends
VEMPX vs. VFIAX - Dividend Comparison
VEMPX's dividend yield for the trailing twelve months is around 1.19%, which matches VFIAX's 1.18% 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.12% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% |
Drawdowns
VEMPX vs. VFIAX - Drawdown Comparison
The maximum VEMPX drawdown since its inception was -41.62%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VEMPX and VFIAX.
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Drawdown Indicators
| VEMPX | VFIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.62% | -55.20% | +13.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -12.12% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -36.32% | -24.53% | -11.79% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | -33.83% | -7.79% |
Current DrawdownCurrent decline from peak | -7.17% | -6.24% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -9.46% | +1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.52% | +1.05% |
Volatility
VEMPX vs. VFIAX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) has a higher volatility of 7.02% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 5.35%. This indicates that VEMPX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEMPX | VFIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 5.35% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 9.53% | +3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 18.32% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 16.91% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 18.05% | +4.28% |