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:
0.64
VOO:
2.21
VEXPX:
0.93
VOO:
2.92
VEXPX:
1.13
VOO:
1.41
VEXPX:
0.37
VOO:
3.34
VEXPX:
2.75
VOO:
14.07
VEXPX:
4.07%
VOO:
2.01%
VEXPX:
17.57%
VOO:
12.80%
VEXPX:
-61.17%
VOO:
-33.99%
VEXPX:
-23.50%
VOO:
-1.36%
Returns By Period
In the year-to-date period, VEXPX achieves a 3.30% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, VEXPX has underperformed VOO with an annualized return of 3.14%, while VOO has yielded a comparatively higher 13.52% annualized return.
VEXPX
3.30%
-2.66%
1.17%
10.25%
2.30%
3.14%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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 1.22% 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 | 1.22% | 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 8.61% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. 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.