VIEIX vs. VDIPX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX).
VIEIX is managed by Vanguard. It was launched on Jul 7, 1997. VDIPX is managed by Vanguard. It was launched on Apr 1, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIEIX or VDIPX.
Performance
VIEIX vs. VDIPX - Performance Comparison
Returns By Period
In the year-to-date period, VIEIX achieves a 20.69% return, which is significantly higher than VDIPX's 4.30% return. Over the past 10 years, VIEIX has outperformed VDIPX with an annualized return of 9.96%, while VDIPX has yielded a comparatively lower 5.25% annualized return.
VIEIX
20.69%
5.91%
14.82%
36.61%
11.51%
9.96%
VDIPX
4.30%
-4.15%
-1.65%
11.33%
5.86%
5.25%
Key characteristics
| VIEIX | VDIPX | |
|---|---|---|
| Sharpe Ratio | 1.98 | 0.86 |
| Sortino Ratio | 2.73 | 1.25 |
| Omega Ratio | 1.34 | 1.15 |
| Calmar Ratio | 1.41 | 1.23 |
| Martin Ratio | 11.09 | 3.99 |
| Ulcer Index | 3.19% | 2.72% |
| Daily Std Dev | 17.91% | 12.62% |
| Max Drawdown | -58.04% | -35.61% |
| Current Drawdown | -2.30% | -7.97% |
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VIEIX vs. VDIPX - Expense Ratio Comparison
VIEIX has a 0.05% expense ratio, which is higher than VDIPX'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%.
Correlation
The correlation between VIEIX and VDIPX is 0.75, 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
VIEIX vs. VDIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX). 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
VIEIX vs. VDIPX - Dividend Comparison
VIEIX's dividend yield for the trailing twelve months is around 1.12%, less than VDIPX's 3.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 1.12% | 1.28% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% | 1.34% | 1.15% |
VDIPX Vanguard Developed Markets Index Fund Institutional Plus Shares | 3.06% | 3.16% | 2.92% | 3.17% | 2.05% | 3.05% | 3.35% | 2.79% | 3.08% | 2.95% | 2.57% | 0.00% |
Drawdowns
VIEIX vs. VDIPX - Drawdown Comparison
The maximum VIEIX drawdown since its inception was -58.04%, which is greater than VDIPX's maximum drawdown of -35.61%. Use the drawdown chart below to compare losses from any high point for VIEIX and VDIPX. For additional features, visit the drawdowns tool.
Volatility
VIEIX vs. VDIPX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Shares (VIEIX) has a higher volatility of 6.16% compared to Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX) at 3.52%. This indicates that VIEIX's price experiences larger fluctuations and is considered to be riskier than VDIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.