VEXAX vs. VASVX
Compare and contrast key facts about Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Vanguard Selected Value Fund (VASVX).
VEXAX is managed by Vanguard. It was launched on Nov 13, 2000. VASVX is managed by Vanguard. It was launched on Feb 15, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXAX or VASVX.
Performance
VEXAX vs. VASVX - Performance Comparison
Returns By Period
In the year-to-date period, VEXAX achieves a 20.19% return, which is significantly higher than VASVX's 11.18% return. Over the past 10 years, VEXAX has outperformed VASVX with an annualized return of 9.90%, while VASVX has yielded a comparatively lower 2.21% annualized return.
VEXAX
20.19%
4.28%
13.60%
34.84%
11.47%
9.90%
VASVX
11.18%
-1.23%
6.04%
15.30%
4.21%
2.21%
Key characteristics
| VEXAX | VASVX | |
|---|---|---|
| Sharpe Ratio | 2.00 | 1.02 |
| Sortino Ratio | 2.76 | 1.45 |
| Omega Ratio | 1.34 | 1.19 |
| Calmar Ratio | 1.42 | 1.16 |
| Martin Ratio | 11.20 | 3.82 |
| Ulcer Index | 3.19% | 4.06% |
| Daily Std Dev | 17.91% | 15.20% |
| Max Drawdown | -58.09% | -59.04% |
| Current Drawdown | -2.70% | -2.55% |
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VEXAX vs. VASVX - Expense Ratio Comparison
VEXAX has a 0.06% expense ratio, which is lower than VASVX's 0.32% expense ratio.
Correlation
The correlation between VEXAX and VASVX is 0.88, 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.
Risk-Adjusted Performance
VEXAX vs. VASVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Vanguard Selected Value Fund (VASVX). 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
VEXAX vs. VASVX - Dividend Comparison
VEXAX's dividend yield for the trailing twelve months is around 1.11%, less than VASVX's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 1.11% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.13% |
VASVX Vanguard Selected Value Fund | 1.54% | 1.71% | 1.76% | 1.28% | 1.39% | 1.66% | 2.25% | 1.35% | 1.74% | 1.71% | 1.42% | 1.17% |
Drawdowns
VEXAX vs. VASVX - Drawdown Comparison
The maximum VEXAX drawdown since its inception was -58.09%, roughly equal to the maximum VASVX drawdown of -59.04%. Use the drawdown chart below to compare losses from any high point for VEXAX and VASVX. For additional features, visit the drawdowns tool.
Volatility
VEXAX vs. VASVX - Volatility Comparison
Vanguard Extended Market Index Fund Admiral Shares (VEXAX) has a higher volatility of 6.21% compared to Vanguard Selected Value Fund (VASVX) at 4.75%. This indicates that VEXAX's price experiences larger fluctuations and is considered to be riskier than VASVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.