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.
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.
Performance
VKSIX vs. VXF - Performance Comparison
Key characteristics
VKSIX:
0.96
VXF:
1.38
VKSIX:
1.40
VXF:
1.93
VKSIX:
1.16
VXF:
1.24
VKSIX:
1.27
VXF:
1.43
VKSIX:
3.86
VXF:
6.89
VKSIX:
3.70%
VXF:
3.62%
VKSIX:
14.89%
VXF:
18.11%
VKSIX:
-35.59%
VXF:
-58.04%
VKSIX:
-3.71%
VXF:
-2.91%
Returns By Period
In the year-to-date period, VKSIX achieves a 4.88% return, which is significantly lower than VXF's 5.55% return.
VKSIX
4.88%
2.70%
7.69%
15.58%
10.54%
N/A
VXF
5.55%
3.04%
12.80%
25.04%
11.06%
10.22%
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VKSIX vs. VXF - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than VXF's 0.06% expense ratio.
Risk-Adjusted Performance
VKSIX vs. VXF — Risk-Adjusted Performance Rank
VKSIX
VXF
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 1.04%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
VXF Vanguard Extended Market ETF | 1.04% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% |
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 3.38%, while Vanguard Extended Market ETF (VXF) has a volatility of 4.50%. 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.