VLACX vs. VEXAX
Compare and contrast key facts about Vanguard Large Cap Index Fund (VLACX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX).
VLACX is managed by Vanguard. It was launched on Jan 27, 2004. VEXAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLACX or VEXAX.
Key characteristics
| VLACX | VEXAX | |
|---|---|---|
| YTD Return | 26.88% | 21.40% |
| 1Y Return | 35.17% | 37.45% |
| 3Y Return (Ann) | 9.37% | 1.18% |
| 5Y Return (Ann) | 15.59% | 11.63% |
| 10Y Return (Ann) | 13.20% | 10.08% |
| Sharpe Ratio | 3.05 | 2.37 |
| Sortino Ratio | 4.06 | 3.26 |
| Omega Ratio | 1.57 | 1.41 |
| Calmar Ratio | 4.41 | 1.69 |
| Martin Ratio | 20.03 | 13.74 |
| Ulcer Index | 1.89% | 3.16% |
| Daily Std Dev | 12.37% | 18.35% |
| Max Drawdown | -54.82% | -58.09% |
| Current Drawdown | -0.25% | -1.72% |
Correlation
The correlation between VLACX and VEXAX is 0.91, 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
VLACX vs. VEXAX - Performance Comparison
In the year-to-date period, VLACX achieves a 26.88% return, which is significantly higher than VEXAX's 21.40% return. Over the past 10 years, VLACX has outperformed VEXAX with an annualized return of 13.20%, while VEXAX has yielded a comparatively lower 10.08% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VLACX vs. VEXAX - Expense Ratio Comparison
VLACX has a 0.17% expense ratio, which is higher than VEXAX's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VLACX vs. VEXAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large Cap Index Fund (VLACX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX). 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
VLACX vs. VEXAX - Dividend Comparison
VLACX's dividend yield for the trailing twelve months is around 1.13%, more than VEXAX's 1.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLACX Vanguard Large Cap Index Fund | 1.13% | 1.30% | 1.51% | 1.07% | 1.35% | 1.72% | 1.95% | 1.64% | 1.87% | 1.84% | 1.63% | 1.63% |
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 1.10% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.13% |
Drawdowns
VLACX vs. VEXAX - Drawdown Comparison
The maximum VLACX drawdown since its inception was -54.82%, smaller than the maximum VEXAX drawdown of -58.09%. Use the drawdown chart below to compare losses from any high point for VLACX and VEXAX. For additional features, visit the drawdowns tool.
Volatility
VLACX vs. VEXAX - Volatility Comparison
The current volatility for Vanguard Large Cap Index Fund (VLACX) is 3.79%, while Vanguard Extended Market Index Fund Admiral Shares (VEXAX) has a volatility of 6.02%. This indicates that VLACX experiences smaller price fluctuations and is considered to be less risky than VEXAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.