VEXMX vs. VLIFX
VEXMX (Vanguard Extended Market Index Fund) and VLIFX (Value Line Mid Cap Focused Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, VEXMX returned 11.46%/yr vs 11.41%/yr for VLIFX. Their correlation of 0.87 means they have usually moved in the same direction. VEXMX charges 0.19%/yr vs 1.07%/yr for VLIFX.
Performance
VEXMX vs. VLIFX - Performance Comparison
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Returns By Period
In the year-to-date period, VEXMX achieves a 13.88% return, which is significantly higher than VLIFX's -0.65% return. Both investments have delivered pretty close results over the past 10 years, with VEXMX having a 11.46% annualized return and VLIFX not far behind at 11.41%.
VEXMX
- 1D
- 1.41%
- 1M
- -2.64%
- 6M
- 11.23%
- YTD
- 13.88%
- 1Y
- 23.60%
- 3Y*
- 15.61%
- 5Y*
- 5.93%
- 10Y*
- 11.46%
- ALL TIME*
- 10.81%
VLIFX
- 1D
- -1.29%
- 1M
- -2.60%
- 6M
- -1.89%
- YTD
- -0.65%
- 1Y
- -1.78%
- 3Y*
- 5.32%
- 5Y*
- 5.02%
- 10Y*
- 11.41%
- ALL TIME*
- 7.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VEXMX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEXMX Vanguard Extended Market Index Fund | 13.88% | 10.93% | 15.05% | 26.79% | -26.56% | 12.31% | 32.43% | 27.87% | -9.48% | 17.94% |
VLIFX Value Line Mid Cap Focused Fund | -0.65% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Correlation
The correlation between VEXMX and VLIFX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Dec 21, 1987 | 0.87 |
The correlation between VEXMX and VLIFX shifts across timeframes, from 0.72 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VEXMX vs. VLIFX — Risk / Return Rank
VEXMX
VLIFX
VEXMX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund (VEXMX) and Value Line Mid Cap Focused Fund (VLIFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VEXMX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.97 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | -0.27 | +2.27 |
| Martin ratioReturn relative to average drawdown | 6.79 | -0.75 | +7.54 |
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Drawdowns
VEXMX vs. VLIFX - Drawdown Comparison
The maximum VEXMX drawdown since its inception was -58.17%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for VEXMX and VLIFX.
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Drawdown Indicators
| VEXMX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.17% | -61.48% | +3.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.27% | -11.81% | +1.54% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -17.66% | -9.43% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -21.91% | -14.47% |
Max Drawdown (10Y)Largest decline over 10 years | -41.63% | -35.51% | -6.12% |
Current DrawdownCurrent decline from peak | -3.76% | -8.08% | +4.32% |
Average DrawdownAverage peak-to-trough decline | -11.11% | -15.63% | +4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 4.35% | -1.33% |
Volatility
VEXMX vs. VLIFX - Volatility Comparison
Vanguard Extended Market Index Fund (VEXMX) and Value Line Mid Cap Focused Fund (VLIFX) have volatilities of 3.90% and 3.86%, 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.
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Volatility by Period
| VEXMX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 3.86% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | 10.26% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.80% | 13.70% | +4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.41% | 16.90% | +5.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.37% | 17.84% | +4.53% |
VEXMX vs. VLIFX - Expense Ratio Comparison
VEXMX has a 0.19% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Dividends
VEXMX vs. VLIFX - Dividend Comparison
VEXMX's dividend yield for the trailing twelve months is around 0.90%, less than VLIFX's 2.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXMX Vanguard Extended Market Index Fund | 0.90% | 0.74% | 0.74% | 1.14% | 1.00% | 0.99% | 1.19% | 1.18% | 1.52% | 1.12% | 1.31% | 1.20% |
VLIFX Value Line Mid Cap Focused Fund | 2.17% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% | 0.00% |
Frequently Asked Questions
VEXMX and VLIFX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VEXMX has higher volatility (3.90%) compared to VLIFX (3.86%). In terms of maximum drawdown, VEXMX dropped -58.17% vs VLIFX's -61.48%.
VEXMX currently has the higher Sharpe Ratio (1.15 vs -0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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