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VEXPX vs. VEIRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VEXPX and VEIRX is 0.89, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

VEXPX vs. VEIRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%300.00%NovemberDecember2025FebruaryMarchApril
89.99%
250.63%
VEXPX
VEIRX

Key characteristics

Sharpe Ratio

VEXPX:

-0.40

VEIRX:

0.07

Sortino Ratio

VEXPX:

-0.42

VEIRX:

0.21

Omega Ratio

VEXPX:

0.94

VEIRX:

1.04

Calmar Ratio

VEXPX:

-0.23

VEIRX:

0.07

Martin Ratio

VEXPX:

-0.92

VEIRX:

0.22

Ulcer Index

VEXPX:

10.07%

VEIRX:

5.98%

Daily Std Dev

VEXPX:

23.25%

VEIRX:

17.69%

Max Drawdown

VEXPX:

-61.17%

VEIRX:

-56.75%

Current Drawdown

VEXPX:

-34.24%

VEIRX:

-11.83%

Returns By Period

In the year-to-date period, VEXPX achieves a -11.21% return, which is significantly lower than VEIRX's -0.98% return. Over the past 10 years, VEXPX has underperformed VEIRX with an annualized return of 0.58%, while VEIRX has yielded a comparatively higher 5.62% annualized return.


VEXPX

YTD

-11.21%

1M

-5.47%

6M

-15.96%

1Y

-8.74%

5Y*

4.07%

10Y*

0.58%

VEIRX

YTD

-0.98%

1M

-4.00%

6M

-8.24%

1Y

1.29%

5Y*

8.78%

10Y*

5.62%

*Annualized

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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.


Expense ratio chart for VEXPX: current value is 0.40%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VEXPX: 0.40%
Expense ratio chart for VEIRX: current value is 0.19%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VEIRX: 0.19%

Risk-Adjusted Performance

VEXPX vs. VEIRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VEXPX
The Risk-Adjusted Performance Rank of VEXPX is 66
Overall Rank
The Sharpe Ratio Rank of VEXPX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of VEXPX is 55
Sortino Ratio Rank
The Omega Ratio Rank of VEXPX is 66
Omega Ratio Rank
The Calmar Ratio Rank of VEXPX is 77
Calmar Ratio Rank
The Martin Ratio Rank of VEXPX is 55
Martin Ratio Rank

VEIRX
The Risk-Adjusted Performance Rank of VEIRX is 2626
Overall Rank
The Sharpe Ratio Rank of VEIRX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of VEIRX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of VEIRX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of VEIRX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of VEIRX is 2626
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for VEXPX, currently valued at -0.40, compared to the broader market-1.000.001.002.003.00
VEXPX: -0.40
VEIRX: 0.07
The chart of Sortino ratio for VEXPX, currently valued at -0.42, compared to the broader market-2.000.002.004.006.008.00
VEXPX: -0.42
VEIRX: 0.21
The chart of Omega ratio for VEXPX, currently valued at 0.94, compared to the broader market0.501.001.502.002.503.00
VEXPX: 0.94
VEIRX: 1.04
The chart of Calmar ratio for VEXPX, currently valued at -0.23, compared to the broader market0.002.004.006.008.0010.00
VEXPX: -0.23
VEIRX: 0.07
The chart of Martin ratio for VEXPX, currently valued at -0.92, compared to the broader market0.0010.0020.0030.0040.0050.00
VEXPX: -0.92
VEIRX: 0.22

The current VEXPX Sharpe Ratio is -0.40, which is lower than the VEIRX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of VEXPX and VEIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00NovemberDecember2025FebruaryMarchApril
-0.40
0.07
VEXPX
VEIRX

Dividends

VEXPX vs. VEIRX - Dividend Comparison

VEXPX's dividend yield for the trailing twelve months is around 0.48%, less than VEIRX's 3.05% yield.


TTM20242023202220212020201920182017201620152014
VEXPX
Vanguard Explorer Fund Investor Shares
0.48%0.42%0.52%0.39%0.22%0.12%0.28%0.34%0.50%0.37%0.34%0.16%
VEIRX
Vanguard Equity Income Fund Admiral Shares
3.05%2.91%3.03%3.03%2.49%2.70%2.71%3.25%2.54%2.83%3.05%2.78%

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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-34.24%
-11.83%
VEXPX
VEIRX

Volatility

VEXPX vs. VEIRX - Volatility Comparison

Vanguard Explorer Fund Investor Shares (VEXPX) has a higher volatility of 14.98% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 11.24%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
14.98%
11.24%
VEXPX
VEIRX