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.
Key characteristics
| VEXAX | VASVX | |
|---|---|---|
| YTD Return | 11.17% | 10.24% |
| 1Y Return | 28.78% | 26.83% |
| 3Y Return (Ann) | 0.77% | 12.18% |
| 5Y Return (Ann) | 10.28% | 12.92% |
| 10Y Return (Ann) | 9.48% | 9.39% |
| Sharpe Ratio | 1.40 | 1.68 |
| Daily Std Dev | 18.77% | 15.00% |
| Max Drawdown | -58.09% | -55.70% |
| Current Drawdown | -5.80% | -0.78% |
Correlation
The correlation between VEXAX and VASVX is 0.89, 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.
Performance
VEXAX vs. VASVX - Performance Comparison
In the year-to-date period, VEXAX achieves a 11.17% return, which is significantly higher than VASVX's 10.24% return. Both investments have delivered pretty close results over the past 10 years, with VEXAX having a 9.48% annualized return and VASVX not far behind at 9.39%. 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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VEXAX vs. VASVX - Expense Ratio Comparison
VEXAX has a 0.06% expense ratio, which is lower than VASVX's 0.32% expense ratio.
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 1.19%, less than VASVX's 7.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 1.19% | 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 | 7.52% | 8.29% | 13.22% | 7.77% | 10.19% | 7.44% | 11.90% | 9.95% | 4.51% | 5.68% | 5.54% | 5.50% |
Drawdowns
VEXAX vs. VASVX - Drawdown Comparison
The maximum VEXAX drawdown since its inception was -58.09%, roughly equal to the maximum VASVX drawdown of -55.70%. 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 5.67% compared to Vanguard Selected Value Fund (VASVX) at 4.36%. 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.