VEXMX vs. TRRYX
Compare and contrast key facts about Vanguard Extended Market Index Fund (VEXMX) and T. Rowe Price Retirement 2060 Fund (TRRYX).
VEXMX is managed by Vanguard. It was launched on Dec 21, 1987. TRRYX is managed by T. Rowe Price. It was launched on Jun 22, 2014.
Performance
VEXMX vs. TRRYX - Performance Comparison
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VEXMX vs. TRRYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEXMX Vanguard Extended Market Index Fund | -1.29% | 10.93% | 15.05% | 26.79% | -26.56% | 12.31% | 32.43% | 27.87% | -9.48% | 17.94% |
TRRYX T. Rowe Price Retirement 2060 Fund | -1.12% | 18.66% | 13.98% | 20.49% | -19.37% | 17.16% | 18.25% | 25.03% | -7.90% | 20.76% |
Returns By Period
In the year-to-date period, VEXMX achieves a -1.29% return, which is significantly lower than TRRYX's -1.12% return. Both investments have delivered pretty close results over the past 10 years, with VEXMX having a 10.75% annualized return and TRRYX not far behind at 10.28%.
VEXMX
- 1D
- 3.44%
- 1M
- -5.36%
- YTD
- -1.29%
- 6M
- -1.43%
- 1Y
- 19.99%
- 3Y*
- 14.71%
- 5Y*
- 3.74%
- 10Y*
- 10.75%
TRRYX
- 1D
- 2.82%
- 1M
- -6.58%
- YTD
- -1.12%
- 6M
- 1.36%
- 1Y
- 16.98%
- 3Y*
- 14.91%
- 5Y*
- 7.24%
- 10Y*
- 10.28%
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VEXMX vs. TRRYX - Expense Ratio Comparison
VEXMX has a 0.19% expense ratio, which is lower than TRRYX's 0.90% expense ratio.
Return for Risk
VEXMX vs. TRRYX — Risk / Return Rank
VEXMX
TRRYX
VEXMX vs. TRRYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund (VEXMX) and T. Rowe Price Retirement 2060 Fund (TRRYX). 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.
| VEXMX | TRRYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.07 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.57 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.48 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.65 | 6.66 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VEXMX | TRRYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.07 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.48 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.67 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.57 | -0.05 |
Correlation
The correlation between VEXMX and TRRYX 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.
Dividends
VEXMX vs. TRRYX - Dividend Comparison
VEXMX's dividend yield for the trailing twelve months is around 1.03%, less than TRRYX's 3.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXMX Vanguard Extended Market Index Fund | 1.03% | 0.74% | 0.74% | 1.14% | 1.00% | 0.99% | 1.19% | 1.18% | 1.52% | 1.12% | 1.31% | 1.20% |
TRRYX T. Rowe Price Retirement 2060 Fund | 3.70% | 3.66% | 1.56% | 3.14% | 5.54% | 4.01% | 2.26% | 4.12% | 5.23% | 1.58% | 1.58% | 0.83% |
Drawdowns
VEXMX vs. TRRYX - Drawdown Comparison
The maximum VEXMX drawdown since its inception was -58.17%, which is greater than TRRYX's maximum drawdown of -32.54%. Use the drawdown chart below to compare losses from any high point for VEXMX and TRRYX.
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Drawdown Indicators
| VEXMX | TRRYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.17% | -32.54% | -25.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -11.71% | -2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -28.22% | -8.16% |
Max Drawdown (10Y)Largest decline over 10 years | -41.63% | -32.54% | -9.09% |
Current DrawdownCurrent decline from peak | -7.19% | -7.33% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -11.19% | -5.29% | -5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.60% | +0.97% |
Volatility
VEXMX vs. TRRYX - Volatility Comparison
Vanguard Extended Market Index Fund (VEXMX) has a higher volatility of 7.02% compared to T. Rowe Price Retirement 2060 Fund (TRRYX) at 6.08%. This indicates that VEXMX's price experiences larger fluctuations and is considered to be riskier than TRRYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEXMX | TRRYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 6.08% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 9.52% | +3.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 16.24% | +6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 15.13% | +7.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 15.43% | +6.92% |