VIEIX vs. VEXAX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX).
VIEIX is managed by Vanguard. It was launched on Jul 7, 1997. VEXAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIEIX or VEXAX.
Correlation
The correlation between VIEIX and VEXAX is 1.00, 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
VIEIX vs. VEXAX - Performance Comparison
Key characteristics
VIEIX:
1.15
VEXAX:
1.15
VIEIX:
1.65
VEXAX:
1.65
VIEIX:
1.21
VEXAX:
1.21
VIEIX:
1.11
VEXAX:
1.11
VIEIX:
6.30
VEXAX:
6.30
VIEIX:
3.32%
VEXAX:
3.32%
VIEIX:
18.13%
VEXAX:
18.13%
VIEIX:
-58.04%
VEXAX:
-58.09%
VIEIX:
-6.86%
VEXAX:
-6.86%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VIEIX at 18.34% and VEXAX at 18.34%. Both investments have delivered pretty close results over the past 10 years, with VIEIX having a 9.59% annualized return and VEXAX not far behind at 9.57%.
VIEIX
18.34%
-3.59%
15.62%
18.28%
10.19%
9.59%
VEXAX
18.34%
-3.58%
15.62%
18.27%
10.18%
9.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIEIX vs. VEXAX - Expense Ratio Comparison
VIEIX has a 0.05% expense ratio, which is lower than VEXAX's 0.06% expense ratio. Despite the difference, 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
VIEIX vs. VEXAX - 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 Extended Market Index Fund Admiral Shares (VEXAX). 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. VEXAX - Dividend Comparison
VIEIX's dividend yield for the trailing twelve months is around 0.78%, which matches VEXAX's 0.78% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | 0.78% | 1.28% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% | 1.34% | 1.15% |
Vanguard Extended Market Index Fund Admiral Shares | 0.78% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.13% |
Drawdowns
VIEIX vs. VEXAX - Drawdown Comparison
The maximum VIEIX drawdown since its inception was -58.04%, roughly equal to the maximum VEXAX drawdown of -58.09%. Use the drawdown chart below to compare losses from any high point for VIEIX and VEXAX. For additional features, visit the drawdowns tool.
Volatility
VIEIX vs. VEXAX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX) have volatilities of 6.34% and 6.34%, 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.