SGPIX vs. VISGX
Compare and contrast key facts about ProFunds Small Cap Growth Fund (SGPIX) and Vanguard Small Cap Growth Index Fund (VISGX).
SGPIX is managed by ProFunds. It was launched on Sep 4, 2001. VISGX is managed by Vanguard. It was launched on May 21, 1998.
Performance
SGPIX vs. VISGX - Performance Comparison
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Returns By Period
In the year-to-date period, SGPIX achieves a 3.76% return, which is significantly higher than VISGX's 1.89% return. Over the past 10 years, SGPIX has underperformed VISGX with an annualized return of 7.65%, while VISGX has yielded a comparatively higher 10.55% annualized return.
SGPIX
- 1D
- 0.50%
- 1M
- -1.49%
- YTD
- 3.76%
- 6M
- 2.76%
- 1Y
- 28.67%
- 3Y*
- 9.36%
- 5Y*
- 0.47%
- 10Y*
- 7.65%
VISGX
- 1D
- 0.78%
- 1M
- -1.83%
- YTD
- 1.89%
- 6M
- 1.72%
- 1Y
- 35.85%
- 3Y*
- 12.93%
- 5Y*
- 2.35%
- 10Y*
- 10.55%
SGPIX vs. VISGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGPIX ProFunds Small Cap Growth Fund | 3.76% | 3.52% | 7.53% | 15.35% | -22.72% | 13.29% | 17.43% | 18.95% | -5.76% | 12.73% |
VISGX Vanguard Small Cap Growth Index Fund | 1.89% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 21.78% |
Correlation
The correlation between SGPIX and VISGX is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
SGPIX vs. VISGX - Expense Ratio Comparison
SGPIX has a 1.60% expense ratio, which is higher than VISGX's 0.19% expense ratio.
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Return for Risk
SGPIX vs. VISGX — Risk / Return Rank
SGPIX
VISGX
SGPIX vs. VISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Small Cap Growth Fund (SGPIX) and Vanguard Small Cap Growth Index Fund (VISGX). 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.
| SGPIX | VISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.82 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.30 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.52 | -0.31 |
Martin ratioReturn relative to average drawdown | 4.90 | 6.00 | -1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SGPIX | VISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.82 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.10 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.46 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.37 | -0.04 |
Drawdowns
SGPIX vs. VISGX - Drawdown Comparison
The maximum SGPIX drawdown since its inception was -58.70%, roughly equal to the maximum VISGX drawdown of -58.74%. Use the drawdown chart below to compare losses from any high point for SGPIX and VISGX.
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Drawdown Indicators
| SGPIX | VISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.70% | -58.74% | +0.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.15% | -11.39% | +2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -34.64% | -38.41% | +3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -43.14% | -38.70% | -4.44% |
Current DrawdownCurrent decline from peak | -6.60% | -6.00% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -11.33% | -11.67% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 3.67% | -0.23% |
Volatility
SGPIX vs. VISGX - Volatility Comparison
The current volatility for ProFunds Small Cap Growth Fund (SGPIX) is 7.25%, while Vanguard Small Cap Growth Index Fund (VISGX) has a volatility of 8.73%. This indicates that SGPIX experiences smaller price fluctuations and is considered to be less risky than VISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGPIX | VISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 8.73% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 15.73% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 24.54% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.67% | 23.54% | -1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 22.92% | -0.61% |
Dividends
SGPIX vs. VISGX - Dividend Comparison
SGPIX's dividend yield for the trailing twelve months is around 0.17%, less than VISGX's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGPIX ProFunds Small Cap Growth Fund | 0.17% | 0.18% | 1.58% | 0.80% | 3.80% | 2.06% | 0.00% | 0.00% | 4.29% | 0.00% | 0.00% | 2.58% |
VISGX Vanguard Small Cap Growth Index Fund | 0.40% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |