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 0.88, 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:
-0.40
VOO:
0.54
VEXPX:
-0.42
VOO:
0.88
VEXPX:
0.94
VOO:
1.13
VEXPX:
-0.23
VOO:
0.55
VEXPX:
-0.92
VOO:
2.27
VEXPX:
10.07%
VOO:
4.55%
VEXPX:
23.25%
VOO:
19.19%
VEXPX:
-61.17%
VOO:
-33.99%
VEXPX:
-34.24%
VOO:
-9.90%
Returns By Period
In the year-to-date period, VEXPX achieves a -11.21% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, VEXPX has underperformed VOO with an annualized return of 0.66%, while VOO has yielded a comparatively higher 12.12% annualized return.
VEXPX
-11.21%
-4.91%
-15.96%
-9.46%
3.40%
0.66%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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 0.48%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.38% | 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 14.98% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. 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.