VFWPX vs. VEMPX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX).
VFWPX is managed by Vanguard. It was launched on Dec 16, 2010. VEMPX is managed by Vanguard. It was launched on Jan 14, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFWPX or VEMPX.
Correlation
The correlation between VFWPX and VEMPX is 0.77, 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
VFWPX vs. VEMPX - Performance Comparison
Key characteristics
VFWPX:
0.53
VEMPX:
1.16
VFWPX:
0.81
VEMPX:
1.66
VFWPX:
1.10
VEMPX:
1.21
VFWPX:
0.65
VEMPX:
1.12
VFWPX:
2.14
VEMPX:
6.31
VFWPX:
3.06%
VEMPX:
3.32%
VFWPX:
12.31%
VEMPX:
18.13%
VFWPX:
-34.85%
VEMPX:
-41.62%
VFWPX:
-9.99%
VEMPX:
-6.87%
Returns By Period
In the year-to-date period, VFWPX achieves a 3.52% return, which is significantly lower than VEMPX's 18.36% return. Over the past 10 years, VFWPX has underperformed VEMPX with an annualized return of 4.87%, while VEMPX has yielded a comparatively higher 9.60% annualized return.
VFWPX
3.52%
-3.08%
-1.62%
5.03%
4.12%
4.87%
VEMPX
18.36%
-3.58%
15.62%
18.30%
10.20%
9.60%
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VFWPX vs. VEMPX - Expense Ratio Comparison
VFWPX has a 0.06% expense ratio, which is higher than VEMPX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFWPX vs. VEMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX). 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
VFWPX vs. VEMPX - Dividend Comparison
VFWPX's dividend yield for the trailing twelve months is around 1.62%, more than VEMPX's 0.79% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | 1.62% | 3.33% | 3.12% | 3.08% | 2.01% | 3.12% | 3.30% | 2.70% | 3.00% | 2.99% | 3.57% | 2.72% |
Vanguard Extended Market Index Fund Institutional Plus Shares | 0.79% | 1.28% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% | 1.36% | 1.17% |
Drawdowns
VFWPX vs. VEMPX - Drawdown Comparison
The maximum VFWPX drawdown since its inception was -34.85%, smaller than the maximum VEMPX drawdown of -41.62%. Use the drawdown chart below to compare losses from any high point for VFWPX and VEMPX. For additional features, visit the drawdowns tool.
Volatility
VFWPX vs. VEMPX - Volatility Comparison
The current volatility for Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) is 3.39%, while Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) has a volatility of 6.34%. This indicates that VFWPX experiences smaller price fluctuations and is considered to be less risky than VEMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.