VEVFX vs. KARS
Compare and contrast key facts about Vanguard Explorer Value Fund (VEVFX) and KraneShares Electric Vehicles & Future Mobility Index ETF (KARS).
VEVFX is managed by Vanguard. It was launched on Mar 30, 2010. KARS is a passively managed fund by CICC that tracks the performance of the KARS-US - Bloomberg Electric Vehicles Index. It was launched on Jan 18, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEVFX or KARS.
Key characteristics
| VEVFX | KARS | |
|---|---|---|
| YTD Return | 13.01% | -11.13% |
| 1Y Return | 25.29% | -7.93% |
| 3Y Return (Ann) | 2.69% | -22.91% |
| 5Y Return (Ann) | 9.00% | 2.53% |
| Sharpe Ratio | 1.56 | -0.18 |
| Sortino Ratio | 2.26 | -0.06 |
| Omega Ratio | 1.27 | 0.99 |
| Calmar Ratio | 1.69 | -0.08 |
| Martin Ratio | 8.99 | -0.29 |
| Ulcer Index | 3.11% | 17.78% |
| Daily Std Dev | 17.92% | 28.98% |
| Max Drawdown | -47.53% | -64.60% |
| Current Drawdown | -2.54% | -54.83% |
Correlation
The correlation between VEVFX and KARS is 0.64, 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
VEVFX vs. KARS - Performance Comparison
In the year-to-date period, VEVFX achieves a 13.01% return, which is significantly higher than KARS's -11.13% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VEVFX vs. KARS - Expense Ratio Comparison
VEVFX has a 0.52% expense ratio, which is lower than KARS's 0.70% expense ratio.
Risk-Adjusted Performance
VEVFX vs. KARS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Value Fund (VEVFX) and KraneShares Electric Vehicles & Future Mobility Index ETF (KARS). 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
VEVFX vs. KARS - Dividend Comparison
VEVFX's dividend yield for the trailing twelve months is around 0.68%, less than KARS's 0.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEVFX Vanguard Explorer Value Fund | 0.68% | 0.76% | 3.85% | 4.07% | 0.86% | 1.47% | 8.92% | 3.78% | 2.26% | 6.31% | 5.96% | 7.02% |
KARS KraneShares Electric Vehicles & Future Mobility Index ETF | 0.99% | 0.88% | 1.13% | 6.73% | 0.14% | 1.85% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VEVFX vs. KARS - Drawdown Comparison
The maximum VEVFX drawdown since its inception was -47.53%, smaller than the maximum KARS drawdown of -64.60%. Use the drawdown chart below to compare losses from any high point for VEVFX and KARS. For additional features, visit the drawdowns tool.
Volatility
VEVFX vs. KARS - Volatility Comparison
The current volatility for Vanguard Explorer Value Fund (VEVFX) is 3.82%, while KraneShares Electric Vehicles & Future Mobility Index ETF (KARS) has a volatility of 12.80%. This indicates that VEVFX experiences smaller price fluctuations and is considered to be less risky than KARS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.