VEXRX vs. VSGAX
Compare and contrast key facts about Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX).
VEXRX is managed by Vanguard. It was launched on Nov 12, 2001. VSGAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXRX or VSGAX.
Key characteristics
| VEXRX | VSGAX | |
|---|---|---|
| YTD Return | 16.89% | 20.54% |
| 1Y Return | 38.51% | 44.11% |
| 3Y Return (Ann) | -5.86% | -1.05% |
| 5Y Return (Ann) | 4.86% | 9.60% |
| 10Y Return (Ann) | 2.47% | 9.60% |
| Sharpe Ratio | 2.15 | 2.20 |
| Sortino Ratio | 3.03 | 3.01 |
| Omega Ratio | 1.37 | 1.37 |
| Calmar Ratio | 0.92 | 1.27 |
| Martin Ratio | 12.70 | 11.59 |
| Ulcer Index | 2.87% | 3.62% |
| Daily Std Dev | 16.93% | 19.05% |
| Max Drawdown | -61.00% | -38.70% |
| Current Drawdown | -16.53% | -3.32% |
Correlation
The correlation between VEXRX and VSGAX is 0.98, 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. VSGAX - Performance Comparison
In the year-to-date period, VEXRX achieves a 16.89% return, which is significantly lower than VSGAX's 20.54% return. Over the past 10 years, VEXRX has underperformed VSGAX with an annualized return of 2.47%, while VSGAX has yielded a comparatively higher 9.60% 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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VEXRX vs. VSGAX - Expense Ratio Comparison
VEXRX has a 0.29% expense ratio, which is higher than VSGAX's 0.07% expense ratio.
Risk-Adjusted Performance
VEXRX vs. VSGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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. VSGAX - Dividend Comparison
VEXRX's dividend yield for the trailing twelve months is around 0.53%, less than VSGAX's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXRX Vanguard Explorer Fund Admiral Shares | 0.53% | 0.62% | 0.51% | 0.36% | 0.23% | 0.39% | 0.51% | 0.50% | 0.50% | 0.51% | 0.37% | 0.22% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.59% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% | 0.65% |
Drawdowns
VEXRX vs. VSGAX - Drawdown Comparison
The maximum VEXRX drawdown since its inception was -61.00%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for VEXRX and VSGAX. For additional features, visit the drawdowns tool.
Volatility
VEXRX vs. VSGAX - Volatility Comparison
Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) have volatilities of 5.20% and 5.23%, 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.