VEXPX vs. VUG
Compare and contrast key facts about Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Growth ETF (VUG).
VEXPX is managed by Vanguard. It was launched on Dec 11, 1967. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXPX or VUG.
Key characteristics
| VEXPX | VUG | |
|---|---|---|
| YTD Return | 9.31% | 20.25% |
| 1Y Return | 20.94% | 32.48% |
| 3Y Return (Ann) | 0.39% | 7.86% |
| 5Y Return (Ann) | 10.49% | 18.16% |
| 10Y Return (Ann) | 10.38% | 15.05% |
| Sharpe Ratio | 1.18 | 1.87 |
| Daily Std Dev | 17.53% | 17.23% |
| Max Drawdown | -57.40% | -50.68% |
| Current Drawdown | -4.88% | -4.86% |
Correlation
The correlation between VEXPX and VUG 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. VUG - Performance Comparison
In the year-to-date period, VEXPX achieves a 9.31% return, which is significantly lower than VUG's 20.25% return. Over the past 10 years, VEXPX has underperformed VUG with an annualized return of 10.38%, while VUG has yielded a comparatively higher 15.05% 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. VUG - Expense Ratio Comparison
VEXPX has a 0.40% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
VEXPX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
VEXPX's dividend yield for the trailing twelve months is around 0.73%, more than VUG's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXPX Vanguard Explorer Fund Investor Shares | 0.73% | 0.79% | 5.09% | 16.00% | 6.64% | 4.97% | 10.95% | 11.96% | 4.49% | 10.71% | 15.17% | 10.50% |
VUG Vanguard Growth ETF | 0.51% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
VEXPX vs. VUG - Drawdown Comparison
The maximum VEXPX drawdown since its inception was -57.40%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VEXPX and VUG. For additional features, visit the drawdowns tool.
Volatility
VEXPX vs. VUG - Volatility Comparison
Vanguard Explorer Fund Investor Shares (VEXPX) and Vanguard Growth ETF (VUG) have volatilities of 5.11% and 5.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.