VEXPX vs. VOO
Compare and contrast key facts about Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard S&P 500 ETF (VOO).
VEXPX is managed by Vanguard. It was launched on Dec 11, 1967. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXPX or VOO.
Correlation
The correlation between VEXPX and VOO is 0.87, 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. VOO - Performance Comparison
Key characteristics
VEXPX:
0.19
VOO:
1.89
VEXPX:
0.36
VOO:
2.54
VEXPX:
1.05
VOO:
1.35
VEXPX:
0.11
VOO:
2.83
VEXPX:
0.65
VOO:
11.83
VEXPX:
4.91%
VOO:
2.02%
VEXPX:
17.12%
VOO:
12.66%
VEXPX:
-61.17%
VOO:
-33.99%
VEXPX:
-24.31%
VOO:
-0.42%
Returns By Period
In the year-to-date period, VEXPX achieves a 2.19% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, VEXPX has underperformed VOO with an annualized return of 2.28%, while VOO has yielded a comparatively higher 13.26% annualized return.
VEXPX
2.19%
-2.76%
-1.30%
4.69%
2.15%
2.28%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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. VOO - Expense Ratio Comparison
VEXPX has a 0.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VEXPX vs. VOO — Risk-Adjusted Performance Rank
VEXPX
VOO
VEXPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VEXPX's dividend yield for the trailing twelve months is around 0.41%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXPX Vanguard Explorer Fund Investor Shares | 0.41% | 0.42% | 0.52% | 0.39% | 0.22% | 0.12% | 0.28% | 0.34% | 0.50% | 0.37% | 0.34% | 0.16% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VEXPX vs. VOO - Drawdown Comparison
The maximum VEXPX drawdown since its inception was -61.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VEXPX and VOO. For additional features, visit the drawdowns tool.
Volatility
VEXPX vs. VOO - Volatility Comparison
Vanguard Explorer Fund Investor Shares (VEXPX) has a higher volatility of 3.49% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that VEXPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.