VBLIX vs. VIGIX
VBLIX (Vanguard Long-Term Bond Index Fund Institutional Plus) and VIGIX (Vanguard Growth Index Fund Institutional Shares) are both mutual funds - VBLIX is a Total Bond Market fund managed by Vanguard, while VIGIX is a Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index. Over the past 10 years, VBLIX returned 0.84%/yr vs 18.40%/yr for VIGIX. At a correlation of -0.12, they often move in opposite directions. Both charge a 0.04% expense ratio.
Performance
VBLIX vs. VIGIX - Performance Comparison
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Returns By Period
In the year-to-date period, VBLIX achieves a 0.46% return, which is significantly lower than VIGIX's 10.83% return. Over the past 10 years, VBLIX has underperformed VIGIX with an annualized return of 0.84%, while VIGIX has yielded a comparatively higher 18.40% annualized return.
VBLIX
- 1D
- 0.19%
- 1M
- 1.49%
- YTD
- 0.46%
- 6M
- -0.45%
- 1Y
- 7.10%
- 3Y*
- 1.99%
- 5Y*
- -3.24%
- 10Y*
- 0.84%
VIGIX
- 1D
- -0.28%
- 1M
- 7.55%
- YTD
- 10.83%
- 6M
- 10.12%
- 1Y
- 29.46%
- 3Y*
- 26.47%
- 5Y*
- 15.72%
- 10Y*
- 18.40%
VBLIX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | 0.46% | 6.61% | -4.11% | 6.78% | -27.20% | -3.08% | 16.29% | 19.16% | -4.70% | 10.90% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 10.83% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Correlation
The correlation between VBLIX and VIGIX is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2011 | -0.12 |
The correlation between VBLIX and VIGIX shifts across timeframes, from -0.12 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
VBLIX vs. VIGIX — Risk / Return Rank
VBLIX
VIGIX
VBLIX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
| VBLIX | VIGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.06 | ||
| Sortino ratioReturn per unit of downside risk | -1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.33 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.85 | -0.65 |
| Martin ratioReturn relative to average drawdown | 3.09 | 6.49 | -3.41 |
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
| VBLIX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.92 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.71 | -0.96 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.86 | -0.78 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.47 | -0.25 |
Drawdowns
VBLIX vs. VIGIX - Drawdown Comparison
The maximum VBLIX drawdown since its inception was -38.61%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for VBLIX and VIGIX.
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Drawdown Indicators
| VBLIX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.61% | -56.95% | +18.34% |
Max Drawdown (1Y)Largest decline over 1 year | -5.98% | -16.51% | +10.53% |
Max Drawdown (3Y)Largest decline over 3 years | -14.90% | -23.03% | +8.13% |
Max Drawdown (5Y)Largest decline over 5 years | -36.49% | -35.62% | -0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -38.61% | -35.62% | -2.99% |
Current DrawdownCurrent decline from peak | -24.74% | -0.28% | -24.46% |
Average DrawdownAverage peak-to-trough decline | -11.51% | -16.28% | +4.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 4.68% | -2.38% |
Volatility
VBLIX vs. VIGIX - Volatility Comparison
The current volatility for Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) is 2.68%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 3.62%. This indicates that VBLIX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBLIX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 3.62% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 5.82% | 12.10% | -6.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.32% | 15.87% | -7.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 22.35% | -9.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.58% | 21.59% | -10.01% |
VBLIX vs. VIGIX - Expense Ratio Comparison
Both VBLIX and VIGIX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
VBLIX vs. VIGIX - Dividend Comparison
VBLIX's dividend yield for the trailing twelve months is around 4.78%, more than VIGIX's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | 4.78% | 4.67% | 4.64% | 3.42% | 4.17% | 2.89% | 5.85% | 3.63% | 3.83% | 3.71% | 4.20% | 5.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.37% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Frequently Asked Questions
VBLIX and VIGIX have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIGIX has higher volatility (3.62%) compared to VBLIX (2.68%). In terms of maximum drawdown, VBLIX dropped -38.61% vs VIGIX's -56.95%.
VIGIX currently has the higher Sharpe Ratio (1.92 vs 0.86), 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.
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