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:
0.83
SPY:
2.21
VEXPX:
1.24
SPY:
2.93
VEXPX:
1.15
SPY:
1.41
VEXPX:
0.44
SPY:
3.26
VEXPX:
4.47
SPY:
14.43
VEXPX:
3.07%
SPY:
1.90%
VEXPX:
16.50%
SPY:
12.41%
VEXPX:
-61.17%
SPY:
-55.19%
VEXPX:
-20.85%
SPY:
-2.74%
Returns By Period
In the year-to-date period, VEXPX achieves a 11.07% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, VEXPX has underperformed SPY with an annualized return of 3.11%, while SPY has yielded a comparatively higher 12.97% annualized return.
VEXPX
11.07%
-4.16%
7.59%
11.25%
3.56%
3.11%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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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 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 has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXPX Vanguard Explorer Fund Investor Shares | 0.00% | 0.52% | 0.39% | 0.22% | 0.12% | 0.28% | 0.34% | 0.50% | 0.37% | 0.34% | 0.16% | 0.04% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 5.36% compared to SPDR S&P 500 ETF (SPY) at 3.72%. 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.