VISVX vs. VEXRX

In the year-to-date period, VISVX achieves a -1.33% return, which is significantly higher than VEXRX's -3.42% return. Over the past 10 years, VISVX has outperformed VEXRX with an annualized return of 7.93%, while VEXRX has yielded a comparatively lower 1.54% annualized return.

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VISVX has a 0.19% expense ratio, which is lower than VEXRX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Value Index Fund (VISVX) 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.

The current VISVX Sharpe Ratio is 0.21, which is higher than the VEXRX Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of VISVX and VEXRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VISVX's dividend yield for the trailing twelve months is around 2.05%, more than VEXRX's 0.57% yield.

The maximum VISVX drawdown since its inception was -62.15%, roughly equal to the maximum VEXRX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for VISVX and VEXRX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Small Cap Value Index Fund (VISVX) is 5.86%, while Vanguard Explorer Fund Admiral Shares (VEXRX) has a volatility of 6.41%. This indicates that VISVX experiences smaller price fluctuations and is considered to be less risky than VEXRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.