VEXAX vs. VIEIX
Compare and contrast key facts about Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX).
VEXAX is managed by Vanguard. It was launched on Nov 13, 2000. VIEIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXAX or VIEIX.
Key characteristics
| VEXAX | VIEIX | |
|---|---|---|
| YTD Return | 11.17% | 11.17% |
| 1Y Return | 28.78% | 28.79% |
| 3Y Return (Ann) | 0.77% | 0.78% |
| 5Y Return (Ann) | 10.28% | 10.29% |
| 10Y Return (Ann) | 9.48% | 9.49% |
| Sharpe Ratio | 1.40 | 1.40 |
| Daily Std Dev | 18.77% | 18.77% |
| Max Drawdown | -58.09% | -58.04% |
| Current Drawdown | -5.80% | -5.78% |
Correlation
The correlation between VEXAX and VIEIX is 1.00, 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. VIEIX - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with VEXAX at 11.17% and VIEIX at 11.17%. Both investments have delivered pretty close results over the past 10 years, with VEXAX having a 9.48% annualized return and VIEIX not far ahead at 9.49%. 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. VIEIX - Expense Ratio Comparison
VEXAX has a 0.06% expense ratio, which is higher than VIEIX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VEXAX vs. VIEIX - 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 Extended Market Index Fund Institutional Shares (VIEIX). 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. VIEIX - Dividend Comparison
VEXAX's dividend yield for the trailing twelve months is around 1.19%, which matches VIEIX's 1.20% 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% |
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 1.20% | 1.27% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% | 1.34% | 1.15% |
Drawdowns
VEXAX vs. VIEIX - Drawdown Comparison
The maximum VEXAX drawdown since its inception was -58.09%, roughly equal to the maximum VIEIX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for VEXAX and VIEIX. For additional features, visit the drawdowns tool.
Volatility
VEXAX vs. VIEIX - Volatility Comparison
Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX) have volatilities of 5.67% and 5.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.