NAESX vs. VSGAX
Compare and contrast key facts about Vanguard Small Cap Index Fund (NAESX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX).
NAESX is managed by Vanguard. It was launched on Oct 3, 1960. VSGAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NAESX or VSGAX.
Correlation
The correlation between NAESX and VSGAX is 0.96, 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
NAESX vs. VSGAX - Performance Comparison
Key characteristics
NAESX:
0.88
VSGAX:
0.97
NAESX:
1.30
VSGAX:
1.41
NAESX:
1.16
VSGAX:
1.17
NAESX:
1.27
VSGAX:
0.78
NAESX:
4.53
VSGAX:
4.80
NAESX:
3.30%
VSGAX:
3.78%
NAESX:
17.01%
VSGAX:
18.64%
NAESX:
-59.77%
VSGAX:
-38.70%
NAESX:
-7.40%
VSGAX:
-6.86%
Returns By Period
In the year-to-date period, NAESX achieves a 14.45% return, which is significantly lower than VSGAX's 17.68% return. Both investments have delivered pretty close results over the past 10 years, with NAESX having a 8.92% annualized return and VSGAX not far ahead at 9.11%.
NAESX
14.45%
-6.10%
11.03%
14.29%
9.21%
8.92%
VSGAX
17.68%
-4.86%
14.02%
17.43%
7.84%
9.11%
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NAESX vs. VSGAX - Expense Ratio Comparison
NAESX has a 0.17% expense ratio, which is higher than VSGAX's 0.07% 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
NAESX vs. VSGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Index Fund (NAESX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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
NAESX vs. VSGAX - Dividend Comparison
NAESX's dividend yield for the trailing twelve months is around 0.84%, more than VSGAX's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAESX Vanguard Small Cap Index Fund | 0.84% | 1.44% | 1.41% | 1.12% | 1.05% | 1.28% | 1.53% | 1.24% | 1.39% | 1.35% | 1.27% | 1.17% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.39% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% | 0.65% |
Drawdowns
NAESX vs. VSGAX - Drawdown Comparison
The maximum NAESX drawdown since its inception was -59.77%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for NAESX and VSGAX. For additional features, visit the drawdowns tool.
Volatility
NAESX vs. VSGAX - Volatility Comparison
The current volatility for Vanguard Small Cap Index Fund (NAESX) is 5.35%, while Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a volatility of 6.12%. This indicates that NAESX experiences smaller price fluctuations and is considered to be less risky than VSGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.