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.
Performance
VEXPX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, VEXPX achieves a 15.89% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, VEXPX has underperformed VOO with an annualized return of 2.16%, while VOO has yielded a comparatively higher 13.18% annualized return.
VEXPX
15.89%
4.88%
11.62%
28.77%
4.39%
2.16%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| VEXPX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.79 | 2.70 |
| Sortino Ratio | 2.52 | 3.60 |
| Omega Ratio | 1.31 | 1.50 |
| Calmar Ratio | 0.82 | 3.90 |
| Martin Ratio | 10.10 | 17.65 |
| Ulcer Index | 2.93% | 1.86% |
| Daily Std Dev | 16.51% | 12.19% |
| Max Drawdown | -61.17% | -33.99% |
| Current Drawdown | -17.41% | -0.86% |
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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.
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.
Risk-Adjusted Performance
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 0.45%, less than VOO's 1.24% 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% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 5.65% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. 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.