VEXPX vs. VIGIX
Compare and contrast key facts about Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
VEXPX is managed by Vanguard. It was launched on Dec 11, 1967. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
VEXPX vs. VIGIX - Performance Comparison
Loading graphics...
VEXPX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEXPX Vanguard Explorer Fund Investor Shares | -0.11% | 7.08% | 17.25% | 19.78% | -23.32% | 15.96% | 31.36% | 31.27% | -2.46% | 22.49% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -10.39% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Returns By Period
In the year-to-date period, VEXPX achieves a -0.11% return, which is significantly higher than VIGIX's -10.39% return. Over the past 10 years, VEXPX has underperformed VIGIX with an annualized return of 12.03%, while VIGIX has yielded a comparatively higher 16.03% annualized return.
VEXPX
- 1D
- 3.79%
- 1M
- -5.78%
- YTD
- -0.11%
- 6M
- 1.65%
- 1Y
- 17.03%
- 3Y*
- 11.98%
- 5Y*
- 4.26%
- 10Y*
- 12.03%
VIGIX
- 1D
- 3.99%
- 1M
- -5.47%
- YTD
- -10.39%
- 6M
- -9.19%
- 1Y
- 17.20%
- 3Y*
- 21.14%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VEXPX vs. VIGIX - Expense Ratio Comparison
VEXPX has a 0.40% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Return for Risk
VEXPX vs. VIGIX — Risk / Return Rank
VEXPX
VIGIX
VEXPX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
| VEXPX | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.80 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.31 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.11 | +0.09 |
Martin ratioReturn relative to average drawdown | 5.02 | 3.97 | +1.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VEXPX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.80 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.51 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.75 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.44 | +0.07 |
Correlation
The correlation between VEXPX and VIGIX is 0.85, 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.
Dividends
VEXPX vs. VIGIX - Dividend Comparison
VEXPX's dividend yield for the trailing twelve months is around 7.39%, more than VIGIX's 0.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXPX Vanguard Explorer Fund Investor Shares | 7.39% | 7.38% | 12.59% | 0.79% | 5.09% | 16.00% | 6.64% | 4.97% | 10.95% | 11.46% | 4.49% | 10.71% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
VEXPX vs. VIGIX - Drawdown Comparison
The maximum VEXPX drawdown since its inception was -57.40%, roughly equal to the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for VEXPX and VIGIX.
Loading graphics...
Drawdown Indicators
| VEXPX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.40% | -56.95% | -0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.15% | -16.51% | +2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -32.71% | -35.62% | +2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -39.87% | -35.62% | -4.25% |
Current DrawdownCurrent decline from peak | -6.78% | -13.17% | +6.39% |
Average DrawdownAverage peak-to-trough decline | -12.95% | -16.36% | +3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 4.64% | -1.26% |
Volatility
VEXPX vs. VIGIX - Volatility Comparison
Vanguard Explorer Fund Investor Shares (VEXPX) has a higher volatility of 7.50% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 7.01%. This indicates that VEXPX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VEXPX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 7.01% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.17% | 12.74% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 22.99% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.32% | 22.36% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 21.53% | +0.28% |