PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
VINEX vs. VASVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VINEX vs. VASVX

Last updated Jun 4, 2026

VINEX (Vanguard International Explorer Fund) and VASVX (Vanguard Selected Value Fund) are both mutual funds - VINEX is a Foreign Small & Mid Cap Equities fund managed by Vanguard, while VASVX is a Mid Cap Value Equities fund managed by Vanguard. Over the past 10 years, VINEX returned 6.34%/yr vs 10.67%/yr for VASVX. A 0.58 correlation means they provide meaningful diversification when combined. VINEX charges 0.40%/yr vs 0.32%/yr for VASVX.

Performance

VINEX vs. VASVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard International Explorer Fund (VINEX) and Vanguard Selected Value Fund (VASVX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, VINEX achieves a 10.34% return, which is significantly higher than VASVX's 8.86% return. Over the past 10 years, VINEX has underperformed VASVX with an annualized return of 6.34%, while VASVX has yielded a comparatively higher 10.67% annualized return.

VINEX

1D
-0.05%
1M
2.68%
YTD
10.34%
6M
11.80%
1Y
21.62%
3Y*
14.17%
5Y*
3.39%
10Y*
6.34%

VASVX

1D
0.28%
1M
3.11%
YTD
8.86%
6M
10.46%
1Y
20.29%
3Y*
15.35%
5Y*
8.74%
10Y*
10.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VINEX vs. VASVX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VINEX
Vanguard International Explorer Fund		10.34%27.98%0.11%15.26%-27.56%9.52%15.07%21.90%-23.02%35.92%
VASVX
Vanguard Selected Value Fund		8.86%10.99%6.68%25.45%-7.55%27.54%5.79%29.55%-19.75%18.01%

Correlation

The correlation between VINEX and VASVX is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.64

Correlation (3Y)
Calculated over the trailing 3-year period

0.67

Correlation (5Y)
Calculated over the trailing 5-year period

0.71

Correlation (10Y)
Calculated over the trailing 10-year period

0.69

Correlation (All Time)
Calculated using the full available price history since Nov 5, 1996

0.58

The correlation between VINEX and VASVX shifts across timeframes, from 0.58 (all time) to 0.71 (5 years), reflecting how their relationship changes across market environments.

VINEX vs. VASVX - Sectors Allocation Comparison

Sectors
VINEX
VASVX

Industrials

23.2%
17.7%

Financial Services

14.4%
26.4%

Consumer Cyclical

11.1%
13.2%

Technology

10.9%
8.3%

Real Estate

8.5%
5.1%

Basic Materials

7.0%
9.8%

Healthcare

6.4%
9.5%

Communication Services

4.1%
1.8%

Consumer Defensive

4.1%
4.5%

Energy

2.9%
3.7%

Utilities

2.7%
0.5%

Industrials

VINEX
23.2%
VASVX
17.7%

Financial Services

VINEX
14.4%
VASVX
26.4%

Consumer Cyclical

VINEX
11.1%
VASVX
13.2%

Technology

VINEX
10.9%
VASVX
8.3%

Real Estate

VINEX
8.5%
VASVX
5.1%

Basic Materials

VINEX
7.0%
VASVX
9.8%

Healthcare

VINEX
6.4%
VASVX
9.5%

Communication Services

VINEX
4.1%
VASVX
1.8%

Consumer Defensive

VINEX
4.1%
VASVX
4.5%

Energy

VINEX
2.9%
VASVX
3.7%

Utilities

VINEX
2.7%
VASVX
0.5%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Vanguard International Explorer Fund

Vanguard Selected Value Fund

Often compared with VINEX:
VINEX vs. VEMAXVINEX vs. VTRIXVINEX vs. VAIGXVINEX vs. VEAVINEX vs. MMS.LVINEX vs. VOOVINEX vs. VEU
Often compared with VASVX:
VASVX vs. VEXAXVASVX vs. VTSAXVASVX vs. MOATVASVX vs. VEVFXVASVX vs. VFIAXVASVX vs. IVVVASVX vs. VOOV

Return for Risk

VINEX vs. VASVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VINEX
VINEX Risk / Return Rank: 2525
Overall Rank
VINEX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
VINEX Sortino Ratio Rank: 2626
Sortino Ratio Rank
VINEX Omega Ratio Rank: 2626
Omega Ratio Rank
VINEX Calmar Ratio Rank: 2121
Calmar Ratio Rank
VINEX Martin Ratio Rank: 2727
Martin Ratio Rank
VASVX
VASVX Risk / Return Rank: 2525
Overall Rank
VASVX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
VASVX Sortino Ratio Rank: 2727
Sortino Ratio Rank
VASVX Omega Ratio Rank: 2424
Omega Ratio Rank
VASVX Calmar Ratio Rank: 2525
Calmar Ratio Rank
VASVX Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VINEX vs. VASVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard International Explorer Fund (VINEX) and Vanguard Selected Value Fund (VASVX). 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.

VINEXVASVXDifference
Sharpe ratioReturn per unit of total volatility
1.44
1.42

+0.01

Sortino ratioReturn per unit of downside risk
2.10
2.17

-0.07

Omega ratioGain probability vs. loss probability

1.27

1.25

+0.01

Calmar ratioReturn relative to maximum drawdown

1.70

1.87

-0.17

Martin ratioReturn relative to average drawdown

6.53

6.08

+0.45

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VINEX vs. VASVX - Sharpe Ratio Comparison

The current VINEX Sharpe Ratio is 1.44, which is comparable to the VASVX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of VINEX and VASVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

VINEXVASVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.44

1.42

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.43

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.48

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.46

+0.03

Drawdowns

VINEX vs. VASVX - Drawdown Comparison

The maximum VINEX drawdown since its inception was -62.16%, which is greater than VASVX's maximum drawdown of -55.70%. Use the drawdown chart below to compare losses from any high point for VINEX and VASVX.

Loading charts...

Drawdown Indicators

VINEXVASVXDifference

Max Drawdown

Largest peak-to-trough decline

-62.16%

-55.70%

-6.46%

Max Drawdown (1Y)

Largest decline over 1 year

-12.32%

-11.74%

-0.58%

Max Drawdown (3Y)

Largest decline over 3 years

-16.72%

-25.98%

+9.26%

Max Drawdown (5Y)

Largest decline over 5 years

-42.24%

-25.98%

-16.26%

Max Drawdown (10Y)

Largest decline over 10 years

-45.46%

-48.19%

+2.73%

Current Drawdown

Current decline from peak

-1.03%

-0.93%

-0.10%

Average Drawdown

Average peak-to-trough decline

-17.22%

-9.53%

-7.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

3.60%

-0.40%

Volatility

VINEX vs. VASVX - Volatility Comparison

Vanguard International Explorer Fund (VINEX) and Vanguard Selected Value Fund (VASVX) have volatilities of 4.01% and 4.12%, 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.

Loading charts...

Volatility by Period

VINEXVASVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.01%

4.12%

-0.11%

Volatility (6M)

Calculated over the trailing 6-month period

11.93%

11.13%

+0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

14.65%

15.44%

-0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.02%

20.53%

-3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.22%

22.46%

-5.24%

VINEX vs. VASVX - Expense Ratio Comparison

VINEX has a 0.40% expense ratio, which is higher than VASVX's 0.32% expense ratio.

Dividends

VINEX vs. VASVX - Dividend Comparison

VINEX's dividend yield for the trailing twelve months is around 3.80%, less than VASVX's 12.24% yield.

PositionTTM20252024202320222021202020192018201720162015
VASVX
Vanguard Selected Value Fund		12.24%13.32%14.35%8.29%13.22%7.77%10.19%7.44%11.90%8.59%4.51%5.68%
VINEX
Vanguard International Explorer Fund		3.80%4.19%4.17%2.47%1.74%4.80%1.06%2.51%8.75%4.22%1.95%5.45%

Frequently Asked Questions

VINEX and VASVX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VASVX has higher volatility (4.12%) compared to VINEX (4.01%). In terms of maximum drawdown, VINEX dropped -62.16% vs VASVX's -55.70%.

VINEX currently has the higher Sharpe Ratio (1.44 vs 1.42), 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.

Portfolio Optimizer

Find the right allocation for VINEX and VASVX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer