VEXMX vs. WSMDX
Compare and contrast key facts about Vanguard Extended Market Index Fund (VEXMX) and William Blair Small-Mid Cap Growth Fund (WSMDX).
VEXMX is managed by Vanguard. It was launched on Dec 21, 1987. WSMDX is managed by William Blair. It was launched on Dec 29, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXMX or WSMDX.
Key characteristics
| VEXMX | WSMDX | |
|---|---|---|
| YTD Return | 19.87% | 13.43% |
| 1Y Return | 35.23% | 17.46% |
| 3Y Return (Ann) | 0.72% | -7.46% |
| 5Y Return (Ann) | 11.22% | 2.26% |
| 10Y Return (Ann) | 9.86% | 4.61% |
| Sharpe Ratio | 1.99 | 1.01 |
| Sortino Ratio | 2.76 | 1.44 |
| Omega Ratio | 1.34 | 1.18 |
| Calmar Ratio | 1.38 | 0.52 |
| Martin Ratio | 11.23 | 4.01 |
| Ulcer Index | 3.18% | 4.43% |
| Daily Std Dev | 17.90% | 17.59% |
| Max Drawdown | -58.17% | -57.39% |
| Current Drawdown | -2.85% | -22.15% |
Correlation
The correlation between VEXMX and WSMDX is 0.95, 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
VEXMX vs. WSMDX - Performance Comparison
In the year-to-date period, VEXMX achieves a 19.87% return, which is significantly higher than WSMDX's 13.43% return. Over the past 10 years, VEXMX has outperformed WSMDX with an annualized return of 9.86%, while WSMDX has yielded a comparatively lower 4.61% annualized return. 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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VEXMX vs. WSMDX - Expense Ratio Comparison
VEXMX has a 0.19% expense ratio, which is lower than WSMDX's 1.10% expense ratio.
Risk-Adjusted Performance
VEXMX vs. WSMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund (VEXMX) and William Blair Small-Mid Cap Growth Fund (WSMDX). 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
VEXMX vs. WSMDX - Dividend Comparison
VEXMX's dividend yield for the trailing twelve months is around 1.00%, while WSMDX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXMX Vanguard Extended Market Index Fund | 1.00% | 1.15% | 1.00% | 0.99% | 0.97% | 1.18% | 1.52% | 1.12% | 1.31% | 1.20% | 1.17% | 0.96% |
WSMDX William Blair Small-Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VEXMX vs. WSMDX - Drawdown Comparison
The maximum VEXMX drawdown since its inception was -58.17%, roughly equal to the maximum WSMDX drawdown of -57.39%. Use the drawdown chart below to compare losses from any high point for VEXMX and WSMDX. For additional features, visit the drawdowns tool.
Volatility
VEXMX vs. WSMDX - Volatility Comparison
Vanguard Extended Market Index Fund (VEXMX) has a higher volatility of 6.13% compared to William Blair Small-Mid Cap Growth Fund (WSMDX) at 5.38%. This indicates that VEXMX's price experiences larger fluctuations and is considered to be riskier than WSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.