PortfoliosLab logoPortfoliosLab logo
VEXAX vs. FTSIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VEXAX vs. FTSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

VEXAX vs. FTSIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VEXAX
Vanguard Extended Market Index Fund Admiral Shares
-4.54%11.42%15.47%26.95%-26.46%12.45%32.22%28.03%
FTSIX
Fuller & Thaler Behavioral Small-Mid Core Equity Fund
3.61%6.04%11.86%18.52%-17.63%25.29%19.19%26.72%

Returns By Period

In the year-to-date period, VEXAX achieves a -4.54% return, which is significantly lower than FTSIX's 3.61% return.


VEXAX

1D
-1.04%
1M
-7.75%
YTD
-4.54%
6M
-4.39%
1Y
16.80%
3Y*
13.78%
5Y*
3.65%
10Y*
10.55%

FTSIX

1D
-0.79%
1M
-6.26%
YTD
3.61%
6M
6.00%
1Y
15.31%
3Y*
10.74%
5Y*
5.15%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VEXAX vs. FTSIX - Expense Ratio Comparison

VEXAX has a 0.06% expense ratio, which is lower than FTSIX's 2.69% expense ratio.


Return for Risk

VEXAX vs. FTSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VEXAX
VEXAX Risk / Return Rank: 3535
Overall Rank
VEXAX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
VEXAX Sortino Ratio Rank: 3636
Sortino Ratio Rank
VEXAX Omega Ratio Rank: 3333
Omega Ratio Rank
VEXAX Calmar Ratio Rank: 3636
Calmar Ratio Rank
VEXAX Martin Ratio Rank: 3838
Martin Ratio Rank

FTSIX
FTSIX Risk / Return Rank: 3939
Overall Rank
FTSIX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
FTSIX Sortino Ratio Rank: 4141
Sortino Ratio Rank
FTSIX Omega Ratio Rank: 3434
Omega Ratio Rank
FTSIX Calmar Ratio Rank: 4141
Calmar Ratio Rank
FTSIX Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VEXAX vs. FTSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). 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.


VEXAXFTSIXDifference

Sharpe ratio

Return per unit of total volatility

0.72

0.80

-0.08

Sortino ratio

Return per unit of downside risk

1.16

1.27

-0.11

Omega ratio

Gain probability vs. loss probability

1.16

1.17

-0.01

Calmar ratio

Return relative to maximum drawdown

0.95

1.06

-0.11

Martin ratio

Return relative to average drawdown

3.91

4.30

-0.39

VEXAX vs. FTSIX - Sharpe Ratio Comparison

The current VEXAX Sharpe Ratio is 0.72, which is comparable to the FTSIX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of VEXAX and FTSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


VEXAXFTSIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

0.80

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.27

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.51

-0.17

Correlation

The correlation between VEXAX and FTSIX is 0.90, 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

VEXAX vs. FTSIX - Dividend Comparison

VEXAX's dividend yield for the trailing twelve months is around 1.22%, more than FTSIX's 0.62% yield.


TTM20252024202320222021202020192018201720162015
VEXAX
Vanguard Extended Market Index Fund Admiral Shares
1.22%1.14%1.09%1.25%1.15%1.13%1.07%1.30%1.66%1.25%1.43%1.35%
FTSIX
Fuller & Thaler Behavioral Small-Mid Core Equity Fund
0.62%0.64%0.84%0.85%0.95%5.50%0.35%2.16%0.00%0.00%0.00%0.00%

Drawdowns

VEXAX vs. FTSIX - Drawdown Comparison

The maximum VEXAX drawdown since its inception was -58.08%, which is greater than FTSIX's maximum drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for VEXAX and FTSIX.


Loading graphics...

Drawdown Indicators


VEXAXFTSIXDifference

Max Drawdown

Largest peak-to-trough decline

-58.08%

-42.12%

-15.96%

Max Drawdown (1Y)

Largest decline over 1 year

-14.63%

-13.29%

-1.34%

Max Drawdown (5Y)

Largest decline over 5 years

-36.33%

-27.57%

-8.76%

Max Drawdown (10Y)

Largest decline over 10 years

-41.62%

Current Drawdown

Current decline from peak

-10.25%

-6.80%

-3.45%

Average Drawdown

Average peak-to-trough decline

-12.25%

-7.80%

-4.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

3.27%

+0.27%

Volatility

VEXAX vs. FTSIX - Volatility Comparison

Vanguard Extended Market Index Fund Admiral Shares (VEXAX) has a higher volatility of 6.02% compared to Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) at 5.08%. This indicates that VEXAX's price experiences larger fluctuations and is considered to be riskier than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


VEXAXFTSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.02%

5.08%

+0.94%

Volatility (6M)

Calculated over the trailing 6-month period

13.07%

11.04%

+2.03%

Volatility (1Y)

Calculated over the trailing 1-year period

22.79%

20.05%

+2.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.33%

19.10%

+3.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.30%

23.47%

-1.17%