See what your fund actually adds

Vanguard Extended Market Index Fund Investor Shares VEXMX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

VEXMX compared with its replication portfolio
MeasureVEXMXReplication
Annualized growth5.5%5.4%
Annualized volatility20.8%20.4%
Sharpe ratio0.360.36
Maximum drawdown35.7%32.7%
Replication fit (R²)0.99 · Tracking error 2.0%

Replication portfolio

The published portfolio below is the investable basket used to model VEXMX’s historical return behavior.

VEXMX replication basket weights
TickerBuilding blockWeight
VBKSmall-Cap · Growth47.1%
VOTMid-Cap · Growth17.4%
VBRSmall-Cap · Value15.3%
IWCMicro Cap13.3%
IJRUS Small Cap6.9%