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.
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
Key characteristics
VEXPX:
0.83
VUG:
2.11
VEXPX:
1.24
VUG:
2.74
VEXPX:
1.15
VUG:
1.39
VEXPX:
0.44
VUG:
2.81
VEXPX:
4.47
VUG:
11.02
VEXPX:
3.07%
VUG:
3.31%
VEXPX:
16.50%
VUG:
17.27%
VEXPX:
-61.17%
VUG:
-50.68%
VEXPX:
-20.85%
VUG:
-2.41%
Returns By Period
In the year-to-date period, VEXPX achieves a 11.07% return, which is significantly lower than VUG's 34.89% return. Over the past 10 years, VEXPX has underperformed VUG with an annualized return of 3.11%, while VUG has yielded a comparatively higher 15.88% annualized return.
VEXPX
11.07%
-4.16%
7.59%
11.25%
3.56%
3.11%
VUG
34.89%
3.42%
12.16%
35.02%
18.91%
15.88%
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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 has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.33%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXPX Vanguard Explorer Fund Investor Shares | 0.00% | 0.52% | 0.39% | 0.22% | 0.12% | 0.28% | 0.34% | 0.50% | 0.37% | 0.34% | 0.16% | 0.04% |
VUG Vanguard Growth ETF | 0.33% | 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 -61.17%, 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) has a higher volatility of 5.36% compared to Vanguard Growth ETF (VUG) at 4.86%. This indicates that VEXPX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.