VXF vs. IWR
Compare and contrast key facts about Vanguard Extended Market ETF (VXF) and iShares Russell Midcap ETF (IWR).
VXF and IWR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IWR is a passively managed fund by iShares that tracks the performance of the Russell Midcap Index. It was launched on Jul 17, 2001. Both VXF and IWR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VXF or IWR.
Key characteristics
| VXF | IWR | |
|---|---|---|
| YTD Return | 21.59% | 20.30% |
| 1Y Return | 45.39% | 38.81% |
| 3Y Return (Ann) | 1.04% | 4.43% |
| 5Y Return (Ann) | 11.81% | 11.65% |
| 10Y Return (Ann) | 10.08% | 10.14% |
| Sharpe Ratio | 2.37 | 2.76 |
| Sortino Ratio | 3.24 | 3.84 |
| Omega Ratio | 1.41 | 1.48 |
| Calmar Ratio | 1.49 | 2.05 |
| Martin Ratio | 13.82 | 16.40 |
| Ulcer Index | 3.14% | 2.28% |
| Daily Std Dev | 18.34% | 13.56% |
| Max Drawdown | -58.04% | -58.79% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VXF and IWR is 0.95, 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
VXF vs. IWR - Performance Comparison
In the year-to-date period, VXF achieves a 21.59% return, which is significantly higher than IWR's 20.30% return. Both investments have delivered pretty close results over the past 10 years, with VXF having a 10.08% annualized return and IWR not far ahead at 10.14%. 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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VXF vs. IWR - Expense Ratio Comparison
VXF has a 0.06% expense ratio, which is lower than IWR's 0.19% expense ratio. Despite the difference, 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
VXF vs. IWR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market ETF (VXF) and iShares Russell Midcap ETF (IWR). 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
VXF vs. IWR - Dividend Comparison
VXF's dividend yield for the trailing twelve months is around 1.10%, less than IWR's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VXF Vanguard Extended Market ETF | 1.10% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.14% |
IWR iShares Russell Midcap ETF | 1.23% | 1.43% | 1.59% | 1.05% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% | 1.45% | 1.31% |
Drawdowns
VXF vs. IWR - Drawdown Comparison
The maximum VXF drawdown since its inception was -58.04%, roughly equal to the maximum IWR drawdown of -58.79%. Use the drawdown chart below to compare losses from any high point for VXF and IWR. For additional features, visit the drawdowns tool.
Volatility
VXF vs. IWR - Volatility Comparison
Vanguard Extended Market ETF (VXF) has a higher volatility of 5.79% compared to iShares Russell Midcap ETF (IWR) at 4.05%. This indicates that VXF's price experiences larger fluctuations and is considered to be riskier than IWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.