VESIX vs. VIGIX
Compare and contrast key facts about Vanguard European Stock Index Fund Institutional Shares (VESIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
VESIX is managed by Vanguard. It was launched on May 15, 2000. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VESIX or VIGIX.
Performance
VESIX vs. VIGIX - Performance Comparison
Returns By Period
In the year-to-date period, VESIX achieves a 2.60% return, which is significantly lower than VIGIX's 30.26% return. Over the past 10 years, VESIX has underperformed VIGIX with an annualized return of 4.93%, while VIGIX has yielded a comparatively higher 15.55% annualized return.
VESIX
2.60%
-6.07%
-5.23%
9.45%
6.11%
4.93%
VIGIX
30.26%
2.47%
14.53%
36.35%
19.09%
15.55%
Key characteristics
| VESIX | VIGIX | |
|---|---|---|
| Sharpe Ratio | 0.70 | 2.11 |
| Sortino Ratio | 1.04 | 2.74 |
| Omega Ratio | 1.12 | 1.39 |
| Calmar Ratio | 0.91 | 2.78 |
| Martin Ratio | 3.02 | 10.93 |
| Ulcer Index | 2.97% | 3.29% |
| Daily Std Dev | 12.75% | 17.02% |
| Max Drawdown | -63.25% | -57.17% |
| Current Drawdown | -9.85% | -1.32% |
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VESIX vs. VIGIX - Expense Ratio Comparison
VESIX has a 0.08% expense ratio, which is higher than VIGIX's 0.04% 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%.
Correlation
The correlation between VESIX and VIGIX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
VESIX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund Institutional Shares (VESIX) 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.
Dividends
VESIX vs. VIGIX - Dividend Comparison
VESIX's dividend yield for the trailing twelve months is around 3.14%, more than VIGIX's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESIX Vanguard European Stock Index Fund Institutional Shares | 3.14% | 3.14% | 3.24% | 3.04% | 2.10% | 3.29% | 3.95% | 2.72% | 3.54% | 3.27% | 4.65% | 2.80% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
VESIX vs. VIGIX - Drawdown Comparison
The maximum VESIX drawdown since its inception was -63.25%, which is greater than VIGIX's maximum drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for VESIX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
VESIX vs. VIGIX - Volatility Comparison
The current volatility for Vanguard European Stock Index Fund Institutional Shares (VESIX) is 4.07%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.50%. This indicates that VESIX 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.