VEXRX vs. VIGIX
Compare and contrast key facts about Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
VEXRX is managed by Vanguard. It was launched on Nov 12, 2001. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXRX or VIGIX.
Performance
VEXRX vs. VIGIX - Performance Comparison
Returns By Period
In the year-to-date period, VEXRX achieves a 13.78% return, which is significantly lower than VIGIX's 30.39% return. Over the past 10 years, VEXRX has underperformed VIGIX with an annualized return of 2.18%, while VIGIX has yielded a comparatively higher 15.57% annualized return.
VEXRX
13.78%
1.14%
7.64%
26.42%
4.17%
2.18%
VIGIX
30.39%
2.96%
14.44%
36.08%
19.12%
15.57%
Key characteristics
| VEXRX | VIGIX | |
|---|---|---|
| Sharpe Ratio | 1.66 | 2.21 |
| Sortino Ratio | 2.35 | 2.85 |
| Omega Ratio | 1.29 | 1.41 |
| Calmar Ratio | 0.75 | 2.91 |
| Martin Ratio | 9.37 | 11.45 |
| Ulcer Index | 2.91% | 3.29% |
| Daily Std Dev | 16.47% | 17.05% |
| Max Drawdown | -61.00% | -57.17% |
| Current Drawdown | -18.76% | -1.22% |
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VEXRX vs. VIGIX - Expense Ratio Comparison
VEXRX has a 0.29% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Correlation
The correlation between VEXRX and VIGIX 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.
Risk-Adjusted Performance
VEXRX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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. VIGIX - Dividend Comparison
VEXRX's dividend yield for the trailing twelve months is around 0.54%, more than VIGIX's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXRX Vanguard Explorer Fund Admiral Shares | 0.54% | 0.62% | 0.51% | 0.36% | 0.23% | 0.39% | 0.51% | 0.50% | 0.50% | 0.51% | 0.37% | 0.22% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
VEXRX vs. VIGIX - Drawdown Comparison
The maximum VEXRX drawdown since its inception was -61.00%, which is greater than VIGIX's maximum drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for VEXRX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
VEXRX vs. VIGIX - Volatility Comparison
Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX) have volatilities of 5.62% and 5.50%, 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.