ARDGX vs. VIVIX

Last updated Jul 14, 2026

ARDGX (Archer Dividend Growth Fund) and VIVIX (Vanguard Value Index Fund Institutional Shares) are both Large Cap Value Equities funds. Over the past 5 years, ARDGX returned 9.94%/yr vs 12.26%/yr for VIVIX. Their correlation of 0.91 suggests significant overlap in exposure. ARDGX charges 1.22%/yr vs 0.03%/yr for VIVIX.

Performance

ARDGX vs. VIVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Dividend Growth Fund (ARDGX) and Vanguard Value Index Fund Institutional Shares (VIVIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ARDGX achieves a 14.93% return, which is significantly lower than VIVIX's 15.98% return.

ARDGX

• 1D: 0.39%
• 1M: 1.29%
• 6M: 12.63%
• YTD: 14.93%
• 1Y: 22.49%
• 3Y*: 15.53%
• 5Y*: 9.94%
• 10Y*: —

VIVIX

• 1D: 0.29%
• 1M: 1.47%
• 6M: 12.51%
• YTD: 15.98%
• 1Y: 25.53%
• 3Y*: 18.09%
• 5Y*: 12.26%
• 10Y*: 12.50%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARDGX vs. VIVIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARDGX Archer Dividend Growth Fund	14.93%	12.86%	13.94%	0.40%	0.27%	25.41%	-7.58%	17.89%	-5.91%	8.92%
VIVIX Vanguard Value Index Fund Institutional Shares	15.98%	15.30%	15.99%	9.23%	-2.05%	26.50%	2.30%	25.83%	-5.44%	17.14%

Correlation

The correlation between ARDGX and VIVIX is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.80
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.91
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017	0.91

The correlation between ARDGX and VIVIX shifts across timeframes, from 0.80 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.

Return for Risk

ARDGX vs. VIVIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARDGX

ARDGX Risk / Return Rank: 89
ARDGX Sharpe Ratio Rank: 88
ARDGX Sortino Ratio Rank: 87
ARDGX Omega Ratio Rank: 81
ARDGX Calmar Ratio Rank: 93
ARDGX Martin Ratio Rank: 94

VIVIX

VIVIX Risk / Return Rank: 89
VIVIX Sharpe Ratio Rank: 89
VIVIX Sortino Ratio Rank: 87
VIVIX Omega Ratio Rank: 83
VIVIX Calmar Ratio Rank: 92
VIVIX Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARDGX vs. VIVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ARDGX	VIVIX	Difference
Sharpe ratio: Return per unit of total volatility	2.36	2.40	-0.05
Sortino ratio: Return per unit of downside risk	3.46	3.45	+0.01
Omega ratio: Gain probability vs. loss probability	1.40	1.43	-0.03
Calmar ratio: Return relative to maximum drawdown	4.08	3.91	+0.17
Martin ratio: Return relative to average drawdown	16.15	14.78	+1.36

ARDGX vs. VIVIX - Sharpe Ratio Comparison

The current ARDGX Sharpe Ratio is 2.36, which is comparable to the VIVIX Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of ARDGX and VIVIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ARDGX vs. VIVIX - Drawdown Comparison

The maximum ARDGX drawdown since its inception was -76.19%, which is greater than VIVIX's maximum drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for ARDGX and VIVIX.

Drawdown Indicators

	ARDGX	VIVIX	Difference
Max Drawdown Largest peak-to-trough decline	-76.19%	-59.30%	-16.89%
Max Drawdown (1Y) Largest decline over 1 year	-5.35%	-6.36%	+1.01%
Max Drawdown (3Y) Largest decline over 3 years	-76.19%	-14.40%	-61.79%
Max Drawdown (5Y) Largest decline over 5 years	-76.19%	-17.12%	-59.07%
Max Drawdown (10Y) Largest decline over 10 years	—	-36.80%	—
Current Drawdown Current decline from peak	-66.90%	-0.18%	-66.72%
Average Drawdown Average peak-to-trough decline	-15.28%	-9.23%	-6.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.36%	1.69%	-0.33%

Volatility

ARDGX vs. VIVIX - Volatility Comparison

Archer Dividend Growth Fund (ARDGX) has a higher volatility of 3.66% compared to Vanguard Value Index Fund Institutional Shares (VIVIX) at 3.35%. This indicates that ARDGX's price experiences larger fluctuations and is considered to be riskier than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARDGX	VIVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.66%	3.35%	+0.31%
Volatility (6M) Calculated over the trailing 6-month period	7.03%	7.82%	-0.79%
Volatility (1Y) Calculated over the trailing 1-year period	9.30%	10.37%	-1.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	130.12%	13.89%	+116.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	95.11%	16.68%	+78.43%

ARDGX vs. VIVIX - Expense Ratio Comparison

ARDGX has a 1.22% expense ratio, which is higher than VIVIX's 0.03% expense ratio.

Dividends

ARDGX vs. VIVIX - Dividend Comparison

ARDGX's dividend yield for the trailing twelve months is around 2.42%, more than VIVIX's 1.87% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARDGX Archer Dividend Growth Fund	2.42%	2.09%	2.74%	2.87%	2.38%	1.93%	3.04%	2.85%	3.07%	2.66%	0.00%	0.00%
VIVIX Vanguard Value Index Fund Institutional Shares	1.87%	2.04%	2.31%	2.46%	2.52%	2.15%	2.55%	2.50%	2.73%	2.30%	2.46%	2.61%

Frequently Asked Questions

Can I hold both ARDGX and VIVIX in my portfolio?

ARDGX and VIVIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ARDGX or VIVIX?

ARDGX has higher volatility (3.66%) compared to VIVIX (3.35%). In terms of maximum drawdown, ARDGX dropped -76.19% vs VIVIX's -59.30%.

Which has better risk-adjusted returns?

VIVIX currently has the higher Sharpe Ratio (2.40 vs 2.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.