VEXPX vs. VEIRX
Compare and contrast key facts about Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
VEXPX is managed by Vanguard. It was launched on Dec 11, 1967. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXPX or VEIRX.
Key characteristics
| VEXPX | VEIRX | |
|---|---|---|
| YTD Return | 16.78% | 18.92% |
| 1Y Return | 38.37% | 25.16% |
| 3Y Return (Ann) | -5.95% | 3.79% |
| 5Y Return (Ann) | 4.75% | 7.54% |
| 10Y Return (Ann) | 2.36% | 6.82% |
| Sharpe Ratio | 2.14 | 2.09 |
| Sortino Ratio | 3.02 | 2.75 |
| Omega Ratio | 1.37 | 1.40 |
| Calmar Ratio | 0.91 | 2.07 |
| Martin Ratio | 12.60 | 10.05 |
| Ulcer Index | 2.88% | 2.40% |
| Daily Std Dev | 16.95% | 11.54% |
| Max Drawdown | -61.17% | -56.75% |
| Current Drawdown | -16.78% | 0.00% |
Correlation
The correlation between VEXPX and VEIRX 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. VEIRX - Performance Comparison
In the year-to-date period, VEXPX achieves a 16.78% return, which is significantly lower than VEIRX's 18.92% return. Over the past 10 years, VEXPX has underperformed VEIRX with an annualized return of 2.36%, while VEIRX has yielded a comparatively higher 6.82% 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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VEXPX vs. VEIRX - Expense Ratio Comparison
VEXPX has a 0.40% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Risk-Adjusted Performance
VEXPX vs. VEIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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. VEIRX - Dividend Comparison
VEXPX's dividend yield for the trailing twelve months is around 0.45%, less than VEIRX's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXPX Vanguard Explorer Fund Investor Shares | 0.45% | 0.52% | 0.39% | 0.22% | 0.12% | 0.28% | 0.34% | 0.50% | 0.37% | 0.34% | 0.16% | 0.04% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.78% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% | 2.60% |
Drawdowns
VEXPX vs. VEIRX - Drawdown Comparison
The maximum VEXPX drawdown since its inception was -61.17%, which is greater than VEIRX's maximum drawdown of -56.75%. Use the drawdown chart below to compare losses from any high point for VEXPX and VEIRX. For additional features, visit the drawdowns tool.
Volatility
VEXPX vs. VEIRX - Volatility Comparison
Vanguard Explorer Fund Investor Shares (VEXPX) has a higher volatility of 5.21% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.67%. This indicates that VEXPX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.