VIEIX vs. VEXRX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Explorer Fund Admiral Shares (VEXRX).
VIEIX is managed by Vanguard. It was launched on Jul 7, 1997. VEXRX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIEIX or VEXRX.
Correlation
The correlation between VIEIX and VEXRX is 0.98, 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. VEXRX - Performance Comparison
Key characteristics
VIEIX:
1.15
VEXRX:
0.84
VIEIX:
1.65
VEXRX:
1.25
VIEIX:
1.21
VEXRX:
1.15
VIEIX:
1.11
VEXRX:
0.45
VIEIX:
6.30
VEXRX:
4.53
VIEIX:
3.32%
VEXRX:
3.06%
VIEIX:
18.13%
VEXRX:
16.49%
VIEIX:
-58.04%
VEXRX:
-61.00%
VIEIX:
-6.86%
VEXRX:
-20.60%
Returns By Period
In the year-to-date period, VIEIX achieves a 18.34% return, which is significantly higher than VEXRX's 11.20% return. Over the past 10 years, VIEIX has outperformed VEXRX with an annualized return of 9.59%, while VEXRX has yielded a comparatively lower 3.22% annualized return.
VIEIX
18.34%
-3.59%
15.62%
18.28%
10.19%
9.59%
VEXRX
11.20%
-4.16%
7.65%
11.37%
3.66%
3.22%
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VIEIX vs. VEXRX - Expense Ratio Comparison
VIEIX has a 0.05% expense ratio, which is lower than VEXRX's 0.29% expense ratio.
Risk-Adjusted Performance
VIEIX vs. VEXRX - 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 Explorer Fund Admiral Shares (VEXRX). 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. VEXRX - Dividend Comparison
VIEIX's dividend yield for the trailing twelve months is around 0.78%, while VEXRX has not paid dividends to shareholders.
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 Explorer Fund Admiral Shares | 0.00% | 0.62% | 0.51% | 0.36% | 0.23% | 0.39% | 0.51% | 0.50% | 0.50% | 0.51% | 0.37% | 0.22% |
Drawdowns
VIEIX vs. VEXRX - Drawdown Comparison
The maximum VIEIX drawdown since its inception was -58.04%, roughly equal to the maximum VEXRX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for VIEIX and VEXRX. For additional features, visit the drawdowns tool.
Volatility
VIEIX vs. VEXRX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Shares (VIEIX) has a higher volatility of 6.34% compared to Vanguard Explorer Fund Admiral Shares (VEXRX) at 5.35%. This indicates that VIEIX's price experiences larger fluctuations and is considered to be riskier than VEXRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.