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VIEIX vs. VEXAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.01.0

Performance

VIEIX vs. VEXAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
11.76%
11.75%
VIEIX
VEXAX

Key characteristics

Sharpe Ratio

VIEIX:

1.49

VEXAX:

1.49

Sortino Ratio

VIEIX:

2.06

VEXAX:

2.06

Omega Ratio

VIEIX:

1.26

VEXAX:

1.26

Calmar Ratio

VIEIX:

1.47

VEXAX:

1.47

Martin Ratio

VIEIX:

7.45

VEXAX:

7.45

Ulcer Index

VIEIX:

3.61%

VEXAX:

3.61%

Daily Std Dev

VIEIX:

18.07%

VEXAX:

18.07%

Max Drawdown

VIEIX:

-57.47%

VEXAX:

-58.08%

Current Drawdown

VIEIX:

-4.32%

VEXAX:

-4.32%

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with VIEIX at 3.99% and VEXAX at 3.99%. Both investments have delivered pretty close results over the past 10 years, with VIEIX having a 10.16% annualized return and VEXAX not far behind at 10.14%.


VIEIX

YTD

3.99%

1M

3.72%

6M

13.30%

1Y

26.05%

5Y*

10.17%

10Y*

10.16%

VEXAX

YTD

3.99%

1M

3.72%

6M

13.29%

1Y

26.03%

5Y*

10.15%

10Y*

10.14%

*Annualized

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%.


VEXAX
Vanguard Extended Market Index Fund Admiral Shares
Expense ratio chart for VEXAX: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%
Expense ratio chart for VIEIX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Risk-Adjusted Performance

VIEIX vs. VEXAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIEIX
The Risk-Adjusted Performance Rank of VIEIX is 7171
Overall Rank
The Sharpe Ratio Rank of VIEIX is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of VIEIX is 7171
Sortino Ratio Rank
The Omega Ratio Rank of VIEIX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of VIEIX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VIEIX is 7373
Martin Ratio Rank

VEXAX
The Risk-Adjusted Performance Rank of VEXAX is 7171
Overall Rank
The Sharpe Ratio Rank of VEXAX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of VEXAX is 7171
Sortino Ratio Rank
The Omega Ratio Rank of VEXAX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of VEXAX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VEXAX is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for VIEIX, currently valued at 1.49, compared to the broader market-1.000.001.002.003.004.001.491.49
The chart of Sortino ratio for VIEIX, currently valued at 2.06, compared to the broader market0.005.0010.002.062.06
The chart of Omega ratio for VIEIX, currently valued at 1.26, compared to the broader market1.002.003.004.001.261.26
The chart of Calmar ratio for VIEIX, currently valued at 1.47, compared to the broader market0.005.0010.0015.0020.001.471.47
The chart of Martin ratio for VIEIX, currently valued at 7.45, compared to the broader market0.0020.0040.0060.0080.007.457.45
VIEIX
VEXAX

The current VIEIX Sharpe Ratio is 1.49, which is comparable to the VEXAX Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of VIEIX and VEXAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.49
1.49
VIEIX
VEXAX

Dividends

VIEIX vs. VEXAX - Dividend Comparison

VIEIX's dividend yield for the trailing twelve months is around 1.06%, which matches VEXAX's 1.05% yield.


TTM20242023202220212020201920182017201620152014
VIEIX
Vanguard Extended Market Index Fund Institutional Shares
1.06%1.10%1.28%1.16%1.14%1.08%1.31%1.67%1.27%1.45%1.37%2.65%
VEXAX
Vanguard Extended Market Index Fund Admiral Shares
1.05%1.09%1.27%1.15%1.13%1.07%1.30%1.66%1.25%1.43%1.35%2.62%

Drawdowns

VIEIX vs. VEXAX - Drawdown Comparison

The maximum VIEIX drawdown since its inception was -57.47%, roughly equal to the maximum VEXAX drawdown of -58.08%. Use the drawdown chart below to compare losses from any high point for VIEIX and VEXAX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-4.32%
-4.32%
VIEIX
VEXAX

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 6.48% and 6.48%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
6.48%
6.48%
VIEIX
VEXAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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