PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
VEXRX vs. VIGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VEXRX and VIGIX 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.


-0.50.00.51.00.9

Performance

VEXRX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-1.57%
7.18%
VEXRX
VIGIX

Key characteristics

Sharpe Ratio

VEXRX:

0.51

VIGIX:

1.84

Sortino Ratio

VEXRX:

0.77

VIGIX:

2.41

Omega Ratio

VEXRX:

1.10

VIGIX:

1.34

Calmar Ratio

VEXRX:

0.29

VIGIX:

2.54

Martin Ratio

VEXRX:

2.24

VIGIX:

9.74

Ulcer Index

VEXRX:

3.96%

VIGIX:

3.38%

Daily Std Dev

VEXRX:

17.59%

VIGIX:

17.85%

Max Drawdown

VEXRX:

-61.00%

VIGIX:

-57.17%

Current Drawdown

VEXRX:

-23.88%

VIGIX:

-3.23%

Returns By Period

In the year-to-date period, VEXRX achieves a 2.47% return, which is significantly higher than VIGIX's 0.81% return. Over the past 10 years, VEXRX has underperformed VIGIX with an annualized return of 3.16%, while VIGIX has yielded a comparatively higher 16.11% annualized return.


VEXRX

YTD

2.47%

1M

-8.02%

6M

-1.57%

1Y

9.57%

5Y*

2.24%

10Y*

3.16%

VIGIX

YTD

0.81%

1M

-3.23%

6M

7.18%

1Y

33.12%

5Y*

17.41%

10Y*

16.11%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VEXRX vs. VIGIX - Expense Ratio Comparison

VEXRX has a 0.29% expense ratio, which is higher than VIGIX's 0.04% expense ratio.


VEXRX
Vanguard Explorer Fund Admiral Shares
Expense ratio chart for VEXRX: current value at 0.29% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.29%
Expense ratio chart for VIGIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

VEXRX vs. VIGIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VEXRX
The Risk-Adjusted Performance Rank of VEXRX is 3535
Overall Rank
The Sharpe Ratio Rank of VEXRX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of VEXRX is 3535
Sortino Ratio Rank
The Omega Ratio Rank of VEXRX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of VEXRX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of VEXRX is 4040
Martin Ratio Rank

VIGIX
The Risk-Adjusted Performance Rank of VIGIX is 8888
Overall Rank
The Sharpe Ratio Rank of VIGIX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for VEXRX, currently valued at 0.51, compared to the broader market-1.000.001.002.003.004.000.511.84
The chart of Sortino ratio for VEXRX, currently valued at 0.77, compared to the broader market0.002.004.006.008.0010.000.772.41
The chart of Omega ratio for VEXRX, currently valued at 1.10, compared to the broader market1.002.003.004.001.101.34
The chart of Calmar ratio for VEXRX, currently valued at 0.29, compared to the broader market0.005.0010.0015.000.292.54
The chart of Martin ratio for VEXRX, currently valued at 2.24, compared to the broader market0.0020.0040.0060.0080.002.249.74
VEXRX
VIGIX

The current VEXRX Sharpe Ratio is 0.51, which is lower than the VIGIX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of VEXRX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
0.51
1.84
VEXRX
VIGIX

Dividends

VEXRX vs. VIGIX - Dividend Comparison

VEXRX's dividend yield for the trailing twelve months is around 0.53%, more than VIGIX's 0.46% yield.


TTM20242023202220212020201920182017201620152014
VEXRX
Vanguard Explorer Fund Admiral Shares
0.53%0.55%0.62%0.51%0.36%0.23%0.39%0.51%0.50%0.50%0.51%0.37%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.46%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.61%

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-23.88%
-3.23%
VEXRX
VIGIX

Volatility

VEXRX vs. VIGIX - Volatility Comparison

Vanguard Explorer Fund Admiral Shares (VEXRX) has a higher volatility of 8.59% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 6.39%. This indicates that VEXRX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
8.59%
6.39%
VEXRX
VIGIX
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab