VKSIX vs. VXF
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Vanguard Extended Market ETF (VXF).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VKSIX or VXF.
Performance
VKSIX vs. VXF - Performance Comparison
Returns By Period
In the year-to-date period, VKSIX achieves a 14.93% return, which is significantly lower than VXF's 22.69% return.
VKSIX
14.93%
2.97%
11.53%
25.83%
11.96%
N/A
VXF
22.69%
8.24%
18.52%
37.84%
11.88%
10.04%
Key characteristics
| VKSIX | VXF | |
|---|---|---|
| Sharpe Ratio | 1.74 | 2.16 |
| Sortino Ratio | 2.44 | 2.94 |
| Omega Ratio | 1.29 | 1.37 |
| Calmar Ratio | 1.50 | 1.57 |
| Martin Ratio | 8.52 | 12.21 |
| Ulcer Index | 3.09% | 3.17% |
| Daily Std Dev | 15.14% | 17.96% |
| Max Drawdown | -35.59% | -58.04% |
| Current Drawdown | -1.33% | -0.72% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VKSIX vs. VXF - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than VXF's 0.06% expense ratio.
Correlation
The correlation between VKSIX and VXF is 0.90, 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.
Risk-Adjusted Performance
VKSIX vs. VXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Vanguard Extended Market ETF (VXF). 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
VKSIX vs. VXF - Dividend Comparison
VKSIX has not paid dividends to shareholders, while VXF's dividend yield for the trailing twelve months is around 1.09%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VXF Vanguard Extended Market ETF | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.14% |
Drawdowns
VKSIX vs. VXF - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum VXF drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for VKSIX and VXF. For additional features, visit the drawdowns tool.
Volatility
VKSIX vs. VXF - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 4.25%, while Vanguard Extended Market ETF (VXF) has a volatility of 6.22%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than VXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.