VEXPX vs. VOT
Compare and contrast key facts about Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Mid-Cap Growth ETF (VOT).
VEXPX is managed by Vanguard. It was launched on Dec 11, 1967. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXPX or VOT.
Key characteristics
| VEXPX | VOT | |
|---|---|---|
| YTD Return | 16.61% | 20.58% |
| 1Y Return | 36.27% | 37.55% |
| 3Y Return (Ann) | -5.86% | 0.85% |
| 5Y Return (Ann) | 4.69% | 12.40% |
| 10Y Return (Ann) | 2.36% | 10.95% |
| Sharpe Ratio | 2.15 | 2.52 |
| Sortino Ratio | 3.03 | 3.40 |
| Omega Ratio | 1.37 | 1.44 |
| Calmar Ratio | 0.93 | 1.42 |
| Martin Ratio | 12.60 | 14.96 |
| Ulcer Index | 2.88% | 2.51% |
| Daily Std Dev | 16.89% | 14.85% |
| Max Drawdown | -61.17% | -60.17% |
| Current Drawdown | -16.90% | -0.46% |
Correlation
The correlation between VEXPX and VOT is 0.94, 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. VOT - Performance Comparison
In the year-to-date period, VEXPX achieves a 16.61% return, which is significantly lower than VOT's 20.58% return. Over the past 10 years, VEXPX has underperformed VOT with an annualized return of 2.36%, while VOT has yielded a comparatively higher 10.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VEXPX vs. VOT - Expense Ratio Comparison
VEXPX has a 0.40% expense ratio, which is higher than VOT's 0.07% expense ratio.
Risk-Adjusted Performance
VEXPX vs. VOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Mid-Cap Growth ETF (VOT). 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. VOT - Dividend Comparison
VEXPX's dividend yield for the trailing twelve months is around 0.45%, less than VOT's 0.67% 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% |
VOT Vanguard Mid-Cap Growth ETF | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% | 0.61% |
Drawdowns
VEXPX vs. VOT - Drawdown Comparison
The maximum VEXPX drawdown since its inception was -61.17%, roughly equal to the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for VEXPX and VOT. For additional features, visit the drawdowns tool.
Volatility
VEXPX vs. VOT - Volatility Comparison
Vanguard Explorer Fund Investor Shares (VEXPX) has a higher volatility of 5.25% compared to Vanguard Mid-Cap Growth ETF (VOT) at 4.70%. This indicates that VEXPX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.