VEXRX vs. VFIAX
Compare and contrast key facts about Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
VEXRX is managed by Vanguard. It was launched on Nov 12, 2001. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXRX or VFIAX.
Correlation
The correlation between VEXRX and VFIAX is 0.89, 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
VEXRX vs. VFIAX - Performance Comparison
Key characteristics
VEXRX:
-0.40
VFIAX:
0.54
VEXRX:
-0.41
VFIAX:
0.87
VEXRX:
0.94
VFIAX:
1.13
VEXRX:
-0.23
VFIAX:
0.56
VEXRX:
-0.91
VFIAX:
2.29
VEXRX:
10.06%
VFIAX:
4.55%
VEXRX:
23.24%
VFIAX:
19.44%
VEXRX:
-61.00%
VFIAX:
-55.20%
VEXRX:
-34.02%
VFIAX:
-9.86%
Returns By Period
In the year-to-date period, VEXRX achieves a -11.18% return, which is significantly lower than VFIAX's -5.69% return. Over the past 10 years, VEXRX has underperformed VFIAX with an annualized return of 0.77%, while VFIAX has yielded a comparatively higher 12.10% annualized return.
VEXRX
-11.18%
-4.91%
-15.92%
-9.37%
3.49%
0.77%
VFIAX
-5.69%
-2.87%
-4.25%
9.77%
15.70%
12.10%
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VEXRX vs. VFIAX - Expense Ratio Comparison
VEXRX has a 0.29% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
VEXRX vs. VFIAX — Risk-Adjusted Performance Rank
VEXRX
VFIAX
VEXRX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
VEXRX vs. VFIAX - Dividend Comparison
VEXRX's dividend yield for the trailing twelve months is around 0.62%, less than VFIAX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXRX Vanguard Explorer Fund Admiral Shares | 0.62% | 0.55% | 0.62% | 0.51% | 0.36% | 0.23% | 0.39% | 0.51% | 0.50% | 0.50% | 0.51% | 0.37% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.37% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VEXRX vs. VFIAX - Drawdown Comparison
The maximum VEXRX drawdown since its inception was -61.00%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VEXRX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
VEXRX vs. VFIAX - Volatility Comparison
Vanguard Explorer Fund Admiral Shares (VEXRX) has a higher volatility of 14.97% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 14.22%. This indicates that VEXRX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.