VIEIX vs. THPMX
VIEIX (Vanguard Extended Market Index Fund Institutional Shares) and THPMX (Thompson MidCap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, VIEIX returned 11.74%/yr vs 11.14%/yr for THPMX. Their correlation of 0.93 means they have usually moved in the same direction. VIEIX charges 0.04%/yr vs 1.15%/yr for THPMX.
Performance
VIEIX vs. THPMX - Performance Comparison
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Returns By Period
In the year-to-date period, VIEIX achieves a 13.51% return, which is significantly lower than THPMX's 15.89% return. Over the past 10 years, VIEIX has outperformed THPMX with an annualized return of 11.74%, while THPMX has yielded a comparatively lower 11.14% annualized return.
VIEIX
- 1D
- -0.41%
- 1M
- -3.02%
- 6M
- 10.17%
- YTD
- 13.51%
- 1Y
- 23.28%
- 3Y*
- 15.99%
- 5Y*
- 6.11%
- 10Y*
- 11.74%
- ALL TIME*
- 9.03%
THPMX
- 1D
- -0.70%
- 1M
- -0.35%
- 6M
- 11.93%
- YTD
- 15.89%
- 1Y
- 33.96%
- 3Y*
- 15.05%
- 5Y*
- 9.16%
- 10Y*
- 11.14%
- ALL TIME*
- 13.03%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
THPMX Thompson MidCap Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
VIEIX vs. THPMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 13.51% | 11.42% | 15.49% | 26.97% | -26.46% | 12.46% | 32.24% | 28.05% | -9.36% | 18.12% |
THPMX Thompson MidCap Fund | 15.89% | 20.08% | 7.70% | 17.01% | -14.84% | 29.71% | 11.97% | 33.48% | -21.90% | 17.10% |
Correlation
The correlation between VIEIX and THPMX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.93 |
The correlation between VIEIX and THPMX has been stable across timeframes, ranging from 0.84 to 0.93 - a consistent structural relationship.
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Return for Risk
VIEIX vs. THPMX — Risk / Return Rank
VIEIX
THPMX
VIEIX vs. THPMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Thompson MidCap Fund (THPMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VIEIX | THPMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 3.22 | -1.18 |
| Martin ratioReturn relative to average drawdown | 6.88 | 11.86 | -4.97 |
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Drawdowns
VIEIX vs. THPMX - Drawdown Comparison
The maximum VIEIX drawdown since its inception was -58.03%, which is greater than THPMX's maximum drawdown of -47.55%. Use the drawdown chart below to compare losses from any high point for VIEIX and THPMX.
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Drawdown Indicators
| VIEIX | THPMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -47.55% | -10.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.25% | -9.90% | -0.35% |
Max Drawdown (3Y)Largest decline over 3 years | -26.84% | -21.52% | -5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -36.32% | -25.29% | -11.03% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | -47.55% | +5.93% |
Current DrawdownCurrent decline from peak | -4.13% | -2.12% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -13.77% | -6.71% | -7.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.68% | +0.34% |
Volatility
VIEIX vs. THPMX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Thompson MidCap Fund (THPMX) have volatilities of 3.88% and 3.97%, 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.
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Volatility by Period
| VIEIX | THPMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.97% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | 11.38% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.81% | 15.36% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 20.47% | +1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.34% | 22.65% | -0.31% |
VIEIX vs. THPMX - Expense Ratio Comparison
VIEIX has a 0.04% expense ratio, which is lower than THPMX's 1.15% expense ratio.
Dividends
VIEIX vs. THPMX - Dividend Comparison
VIEIX's dividend yield for the trailing twelve months is around 1.04%, less than THPMX's 8.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THPMX Thompson MidCap Fund | 8.18% | 9.48% | 8.04% | 7.60% | 12.04% | 9.76% | 0.33% | 2.93% | 7.29% | 7.51% | 4.84% | 9.46% |
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 1.04% | 1.14% | 1.10% | 1.26% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% |
Frequently Asked Questions
VIEIX and THPMX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
THPMX has higher volatility (3.97%) compared to VIEIX (3.88%). In terms of maximum drawdown, VIEIX dropped -58.03% vs THPMX's -47.55%.
THPMX currently has the higher Sharpe Ratio (2.08 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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