VSGAX vs. VEXRX
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) and Vanguard Explorer Fund Admiral Shares (VEXRX).
VSGAX is managed by Vanguard. It was launched on Sep 27, 2011. VEXRX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGAX or VEXRX.
Key characteristics
| VSGAX | VEXRX | |
|---|---|---|
| YTD Return | 20.82% | 16.73% |
| 1Y Return | 42.83% | 36.42% |
| 3Y Return (Ann) | -0.65% | -5.76% |
| 5Y Return (Ann) | 9.57% | 4.79% |
| 10Y Return (Ann) | 9.66% | 2.48% |
| Sharpe Ratio | 2.25 | 2.16 |
| Sortino Ratio | 3.08 | 3.04 |
| Omega Ratio | 1.38 | 1.38 |
| Calmar Ratio | 1.33 | 0.94 |
| Martin Ratio | 11.84 | 12.70 |
| Ulcer Index | 3.62% | 2.87% |
| Daily Std Dev | 19.03% | 16.88% |
| Max Drawdown | -38.70% | -61.00% |
| Current Drawdown | -3.09% | -16.65% |
Correlation
The correlation between VSGAX and VEXRX is 0.98, 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
VSGAX vs. VEXRX - Performance Comparison
In the year-to-date period, VSGAX achieves a 20.82% return, which is significantly higher than VEXRX's 16.73% return. Over the past 10 years, VSGAX has outperformed VEXRX with an annualized return of 9.66%, while VEXRX has yielded a comparatively lower 2.48% 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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VSGAX vs. VEXRX - Expense Ratio Comparison
VSGAX has a 0.07% expense ratio, which is lower than VEXRX's 0.29% expense ratio.
Risk-Adjusted Performance
VSGAX vs. VEXRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) 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.
Dividends
VSGAX vs. VEXRX - Dividend Comparison
VSGAX's dividend yield for the trailing twelve months is around 0.59%, more than VEXRX's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.59% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% | 0.65% |
VEXRX Vanguard Explorer Fund Admiral Shares | 0.53% | 0.62% | 0.51% | 0.36% | 0.23% | 0.39% | 0.51% | 0.50% | 0.50% | 0.51% | 0.37% | 0.22% |
Drawdowns
VSGAX vs. VEXRX - Drawdown Comparison
The maximum VSGAX drawdown since its inception was -38.70%, smaller than the maximum VEXRX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for VSGAX and VEXRX. For additional features, visit the drawdowns tool.
Volatility
VSGAX vs. VEXRX - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) and Vanguard Explorer Fund Admiral Shares (VEXRX) have volatilities of 5.36% and 5.24%, 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.