VEVFX vs. VOO
Compare and contrast key facts about Vanguard Explorer Value Fund (VEVFX) and Vanguard S&P 500 ETF (VOO).
VEVFX is managed by Vanguard. It was launched on Mar 30, 2010. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
VEVFX vs. VOO - Performance Comparison
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VEVFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEVFX Vanguard Explorer Value Fund | 2.72% | 7.40% | 13.81% | 15.29% | -14.11% | 28.14% | 3.29% | 26.92% | -13.03% | 12.43% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VEVFX achieves a 2.72% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, VEVFX has underperformed VOO with an annualized return of 9.16%, while VOO has yielded a comparatively higher 14.14% annualized return.
VEVFX
- 1D
- 2.58%
- 1M
- -5.78%
- YTD
- 2.72%
- 6M
- 4.09%
- 1Y
- 19.65%
- 3Y*
- 12.32%
- 5Y*
- 6.09%
- 10Y*
- 9.16%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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VEVFX vs. VOO - Expense Ratio Comparison
VEVFX has a 0.52% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
VEVFX vs. VOO — Risk / Return Rank
VEVFX
VOO
VEVFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Value Fund (VEVFX) and Vanguard S&P 500 ETF (VOO). 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.
| VEVFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.01 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.53 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.55 | -0.22 |
Martin ratioReturn relative to average drawdown | 4.70 | 7.31 | -2.61 |
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
| VEVFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.01 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.71 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.79 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.83 | -0.36 |
Correlation
The correlation between VEVFX and VOO is 0.83, 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
VEVFX vs. VOO - Dividend Comparison
VEVFX's dividend yield for the trailing twelve months is around 9.99%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEVFX Vanguard Explorer Value Fund | 9.99% | 10.26% | 14.55% | 2.49% | 3.85% | 3.83% | 0.86% | 1.47% | 8.92% | 3.00% | 2.26% | 6.31% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
VEVFX vs. VOO - Drawdown Comparison
The maximum VEVFX drawdown since its inception was -47.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VEVFX and VOO.
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Drawdown Indicators
| VEVFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.53% | -33.99% | -13.54% |
Max Drawdown (1Y)Largest decline over 1 year | -15.14% | -11.98% | -3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -27.32% | -24.52% | -2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -47.53% | -33.99% | -13.54% |
Current DrawdownCurrent decline from peak | -7.43% | -5.55% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -3.72% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 2.55% | +1.75% |
Volatility
VEVFX vs. VOO - Volatility Comparison
Vanguard Explorer Value Fund (VEVFX) has a higher volatility of 6.06% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that VEVFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEVFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.06% | 5.34% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 9.47% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.02% | 18.11% | +4.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.74% | 16.82% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.47% | 17.99% | +4.48% |