VEXPX vs. SPY
Compare and contrast key facts about Vanguard Explorer Fund Investor Shares (VEXPX) and SPDR S&P 500 ETF (SPY).
VEXPX is managed by Vanguard. It was launched on Dec 11, 1967. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXPX or SPY.
Correlation
The correlation between VEXPX and SPY 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.
Performance
VEXPX vs. SPY - Performance Comparison
Key characteristics
VEXPX:
0.08
SPY:
1.75
VEXPX:
0.22
SPY:
2.36
VEXPX:
1.03
SPY:
1.32
VEXPX:
0.05
SPY:
2.66
VEXPX:
0.27
SPY:
11.01
VEXPX:
4.98%
SPY:
2.03%
VEXPX:
17.34%
SPY:
12.77%
VEXPX:
-61.17%
SPY:
-55.19%
VEXPX:
-26.43%
SPY:
-2.12%
Returns By Period
In the year-to-date period, VEXPX achieves a -0.66% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, VEXPX has underperformed SPY with an annualized return of 1.96%, while SPY has yielded a comparatively higher 12.96% annualized return.
VEXPX
-0.66%
-5.41%
-6.15%
0.58%
1.57%
1.96%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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VEXPX vs. SPY - Expense Ratio Comparison
VEXPX has a 0.40% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
VEXPX vs. SPY — Risk-Adjusted Performance Rank
VEXPX
SPY
VEXPX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Investor Shares (VEXPX) and SPDR S&P 500 ETF (SPY). 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
VEXPX vs. SPY - Dividend Comparison
VEXPX's dividend yield for the trailing twelve months is around 0.43%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXPX Vanguard Explorer Fund Investor Shares | 0.43% | 0.42% | 0.52% | 0.39% | 0.22% | 0.12% | 0.28% | 0.34% | 0.50% | 0.37% | 0.34% | 0.16% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VEXPX vs. SPY - Drawdown Comparison
The maximum VEXPX drawdown since its inception was -61.17%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VEXPX and SPY. For additional features, visit the drawdowns tool.
Volatility
VEXPX vs. SPY - Volatility Comparison
Vanguard Explorer Fund Investor Shares (VEXPX) has a higher volatility of 4.41% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that VEXPX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.