VBK vs. ISCG

In the year-to-date period, VBK achieves a -4.03% return, which is significantly lower than ISCG's -3.29% return. Both investments have delivered pretty close results over the past 10 years, with VBK having a 7.96% annualized return and ISCG not far behind at 7.94%.

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VBK has a 0.07% expense ratio, which is higher than ISCG's 0.06% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth ETF (VBK) and iShares Morningstar Small-Cap Growth ETF (ISCG). 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.

The current VBK Sharpe Ratio is 0.25, which is comparable to the ISCG Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of VBK and ISCG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBK's dividend yield for the trailing twelve months is around 0.56%, less than ISCG's 0.88% yield.

The maximum VBK drawdown since its inception was -58.69%, roughly equal to the maximum ISCG drawdown of -57.72%. Use the drawdown chart below to compare losses from any high point for VBK and ISCG. For additional features, visit the drawdowns tool.

Vanguard Small-Cap Growth ETF (VBK) and iShares Morningstar Small-Cap Growth ETF (ISCG) have volatilities of 6.92% and 6.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.