VEMRX vs. FXAIX
Compare and contrast key facts about Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX) and Fidelity 500 Index Fund (FXAIX).
VEMRX is managed by Vanguard. It was launched on Dec 15, 2010. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEMRX or FXAIX.
Correlation
The correlation between VEMRX and FXAIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VEMRX vs. FXAIX - Performance Comparison
Key characteristics
VEMRX:
1.27
FXAIX:
1.87
VEMRX:
1.82
FXAIX:
2.52
VEMRX:
1.22
FXAIX:
1.34
VEMRX:
0.82
FXAIX:
2.83
VEMRX:
3.77
FXAIX:
11.72
VEMRX:
4.25%
FXAIX:
2.04%
VEMRX:
12.68%
FXAIX:
12.76%
VEMRX:
-36.01%
FXAIX:
-33.79%
VEMRX:
-6.35%
FXAIX:
-0.42%
Returns By Period
The year-to-date returns for both stocks are quite close, with VEMRX having a 4.40% return and FXAIX slightly lower at 4.19%. Over the past 10 years, VEMRX has underperformed FXAIX with an annualized return of 4.13%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
VEMRX
4.40%
4.52%
6.58%
15.51%
4.48%
4.13%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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VEMRX vs. FXAIX - Expense Ratio Comparison
VEMRX has a 0.08% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, 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
VEMRX vs. FXAIX — Risk-Adjusted Performance Rank
VEMRX
FXAIX
VEMRX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX) and Fidelity 500 Index Fund (FXAIX). 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
VEMRX vs. FXAIX - Dividend Comparison
VEMRX's dividend yield for the trailing twelve months is around 3.05%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMRX Vanguard Emerging Markets Index Fund Institutional Plus Shares | 3.05% | 3.19% | 3.52% | 4.11% | 2.63% | 1.92% | 3.26% | 2.92% | 2.35% | 2.56% | 3.31% | 2.91% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
VEMRX vs. FXAIX - Drawdown Comparison
The maximum VEMRX drawdown since its inception was -36.01%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for VEMRX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
VEMRX vs. FXAIX - Volatility Comparison
Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX) has a higher volatility of 3.23% compared to Fidelity 500 Index Fund (FXAIX) at 3.00%. This indicates that VEMRX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.