VEMPX vs. VSIAX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
VEMPX is managed by Vanguard. It was launched on Jan 14, 2011. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
VEMPX vs. VSIAX - Performance Comparison
Loading graphics...
VEMPX vs. VSIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | -4.53% | 11.43% | 15.50% | 26.98% | -26.45% | 12.48% | 32.24% | 28.06% | -9.35% | 18.13% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 0.80% | 9.09% | 11.34% | 17.06% | -9.31% | 28.10% | 5.80% | 22.76% | -12.24% | 11.80% |
Returns By Period
In the year-to-date period, VEMPX achieves a -4.53% return, which is significantly lower than VSIAX's 0.80% return. Over the past 10 years, VEMPX has outperformed VSIAX with an annualized return of 10.57%, while VSIAX has yielded a comparatively lower 9.83% annualized return.
VEMPX
- 1D
- -1.03%
- 1M
- -7.75%
- YTD
- -4.53%
- 6M
- -4.38%
- 1Y
- 16.81%
- 3Y*
- 13.80%
- 5Y*
- 3.67%
- 10Y*
- 10.57%
VSIAX
- 1D
- -0.40%
- 1M
- -7.12%
- YTD
- 0.80%
- 6M
- 2.85%
- 1Y
- 16.28%
- 3Y*
- 12.51%
- 5Y*
- 7.35%
- 10Y*
- 9.83%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VEMPX vs. VSIAX - Expense Ratio Comparison
VEMPX has a 0.04% expense ratio, which is lower than VSIAX's 0.07% 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%.
Return for Risk
VEMPX vs. VSIAX — Risk / Return Rank
VEMPX
VSIAX
VEMPX vs. VSIAX - 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 Small-Cap Value Index Fund Admiral Shares (VSIAX). 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 | VSIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.81 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.27 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.03 | -0.09 |
Martin ratioReturn relative to average drawdown | 3.92 | 4.28 | -0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VEMPX | VSIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.81 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.37 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.44 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.55 | -0.06 |
Correlation
The correlation between VEMPX and VSIAX is 0.93, 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. VSIAX - Dividend Comparison
VEMPX's dividend yield for the trailing twelve months is around 1.23%, less than VSIAX's 1.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.23% | 1.15% | 1.11% | 1.27% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.95% | 1.95% | 1.98% | 2.10% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
VEMPX vs. VSIAX - Drawdown Comparison
The maximum VEMPX drawdown since its inception was -41.62%, smaller than the maximum VSIAX drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for VEMPX and VSIAX.
Loading graphics...
Drawdown Indicators
| VEMPX | VSIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.62% | -45.39% | +3.77% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -14.16% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -36.32% | -24.09% | -12.23% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | -45.39% | +3.77% |
Current DrawdownCurrent decline from peak | -10.25% | -8.24% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -5.54% | -2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.42% | +0.12% |
Volatility
VEMPX vs. VSIAX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) has a higher volatility of 6.02% compared to Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) at 4.89%. This indicates that VEMPX's price experiences larger fluctuations and is considered to be riskier than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VEMPX | VSIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 4.89% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.07% | 11.03% | +2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 20.62% | +2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.33% | 19.83% | +2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.30% | 22.44% | -0.14% |