VEMRX vs. VWUSX
Compare and contrast key facts about Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
VEMRX is managed by Vanguard. It was launched on Dec 15, 2010. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Performance
VEMRX vs. VWUSX - Performance Comparison
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VEMRX vs. VWUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEMRX Vanguard Emerging Markets Index Fund Institutional Plus Shares | -0.20% | 24.84% | 11.40% | 8.88% | -17.74% | 0.92% | 15.29% | 20.39% | -14.55% | 31.44% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | -11.82% | 15.39% | 31.65% | 45.17% | -39.64% | 35.76% | 58.63% | 45.61% | 0.65% | 31.11% |
Returns By Period
In the year-to-date period, VEMRX achieves a -0.20% return, which is significantly higher than VWUSX's -11.82% return. Over the past 10 years, VEMRX has underperformed VWUSX with an annualized return of 7.59%, while VWUSX has yielded a comparatively higher 17.34% annualized return.
VEMRX
- 1D
- 2.35%
- 1M
- -6.40%
- YTD
- -0.20%
- 6M
- 0.42%
- 1Y
- 21.52%
- 3Y*
- 13.40%
- 5Y*
- 3.64%
- 10Y*
- 7.59%
VWUSX
- 1D
- 3.81%
- 1M
- -5.57%
- YTD
- -11.82%
- 6M
- -12.37%
- 1Y
- 12.32%
- 3Y*
- 18.86%
- 5Y*
- 9.63%
- 10Y*
- 17.34%
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VEMRX vs. VWUSX - Expense Ratio Comparison
VEMRX has a 0.08% expense ratio, which is lower than VWUSX's 0.38% expense ratio.
Return for Risk
VEMRX vs. VWUSX — Risk / Return Rank
VEMRX
VWUSX
VEMRX vs. VWUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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.
| VEMRX | VWUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.57 | +0.87 |
Sortino ratioReturn per unit of downside risk | 1.96 | 0.98 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.14 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.68 | +1.27 |
Martin ratioReturn relative to average drawdown | 7.11 | 2.20 | +4.91 |
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
| VEMRX | VWUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.57 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.36 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.71 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.39 | -0.18 |
Correlation
The correlation between VEMRX and VWUSX is 0.65, 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.
Dividends
VEMRX vs. VWUSX - Dividend Comparison
VEMRX's dividend yield for the trailing twelve months is around 2.71%, less than VWUSX's 10.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMRX Vanguard Emerging Markets Index Fund Institutional Plus Shares | 2.71% | 2.79% | 3.19% | 3.53% | 4.11% | 2.63% | 1.92% | 3.26% | 2.92% | 2.35% | 2.56% | 3.31% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 10.62% | 9.37% | 4.60% | 0.28% | 0.37% | 30.03% | 3.90% | 11.66% | 9.65% | 4.63% | 1.52% | 8.95% |
Drawdowns
VEMRX vs. VWUSX - Drawdown Comparison
The maximum VEMRX drawdown since its inception was -36.01%, smaller than the maximum VWUSX drawdown of -73.31%. Use the drawdown chart below to compare losses from any high point for VEMRX and VWUSX.
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Drawdown Indicators
| VEMRX | VWUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.01% | -73.31% | +37.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -19.15% | +8.08% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -42.18% | +9.64% |
Max Drawdown (10Y)Largest decline over 10 years | -36.01% | -42.18% | +6.17% |
Current DrawdownCurrent decline from peak | -8.95% | -16.06% | +7.11% |
Average DrawdownAverage peak-to-trough decline | -12.94% | -22.89% | +9.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 5.91% | -2.87% |
Volatility
VEMRX vs. VWUSX - Volatility Comparison
Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX) have volatilities of 6.88% and 7.11%, 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.
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Volatility by Period
| VEMRX | VWUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 7.11% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | 13.35% | -2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 23.65% | -8.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 26.96% | -11.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 24.60% | -8.21% |