VEXAX vs. VITAX
Compare and contrast key facts about Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VEXAX is managed by Vanguard. It was launched on Nov 13, 2000. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXAX or VITAX.
Performance
VEXAX vs. VITAX - Performance Comparison
Returns By Period
In the year-to-date period, VEXAX achieves a 18.46% return, which is significantly lower than VITAX's 25.24% return. Over the past 10 years, VEXAX has underperformed VITAX with an annualized return of 9.79%, while VITAX has yielded a comparatively higher 20.53% annualized return.
VEXAX
18.46%
2.93%
11.95%
35.18%
11.07%
9.79%
VITAX
25.24%
0.65%
13.56%
33.21%
21.94%
20.53%
Key characteristics
| VEXAX | VITAX | |
|---|---|---|
| Sharpe Ratio | 1.88 | 1.58 |
| Sortino Ratio | 2.61 | 2.10 |
| Omega Ratio | 1.32 | 1.28 |
| Calmar Ratio | 1.31 | 2.20 |
| Martin Ratio | 10.60 | 7.92 |
| Ulcer Index | 3.18% | 4.24% |
| Daily Std Dev | 17.95% | 21.20% |
| Max Drawdown | -58.09% | -54.81% |
| Current Drawdown | -4.10% | -3.55% |
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VEXAX vs. VITAX - Expense Ratio Comparison
VEXAX has a 0.06% expense ratio, which is lower than VITAX's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VEXAX and VITAX is 0.82, 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. VITAX - 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 Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
VEXAX's dividend yield for the trailing twelve months is around 1.13%, more than VITAX's 0.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 1.13% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.13% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.62% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
VEXAX vs. VITAX - Drawdown Comparison
The maximum VEXAX drawdown since its inception was -58.09%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VEXAX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VEXAX vs. VITAX - Volatility Comparison
Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX) have volatilities of 6.31% and 6.51%, 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.