VGIAX vs. VOO
Compare and contrast key facts about Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard S&P 500 ETF (VOO).
VGIAX is managed by Vanguard. It was launched on May 14, 2001. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGIAX or VOO.
Performance
VGIAX vs. VOO - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VGIAX having a 25.21% return and VOO slightly lower at 24.51%. Both investments have delivered pretty close results over the past 10 years, with VGIAX having a 13.05% annualized return and VOO not far ahead at 13.12%.
VGIAX
25.21%
0.64%
10.27%
32.41%
15.38%
13.05%
VOO
24.51%
0.61%
11.38%
32.00%
15.30%
13.12%
Key characteristics
| VGIAX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.50 | 2.64 |
| Sortino Ratio | 3.34 | 3.53 |
| Omega Ratio | 1.47 | 1.49 |
| Calmar Ratio | 3.39 | 3.81 |
| Martin Ratio | 15.44 | 17.34 |
| Ulcer Index | 2.10% | 1.86% |
| Daily Std Dev | 12.98% | 12.20% |
| Max Drawdown | -56.85% | -33.99% |
| Current Drawdown | -2.35% | -2.16% |
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VGIAX vs. VOO - Expense Ratio Comparison
VGIAX has a 0.22% expense ratio, which is higher than VOO's 0.03% 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 VGIAX and VOO is 0.99, 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.
Risk-Adjusted Performance
VGIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard S&P 500 ETF (VOO). 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
VGIAX vs. VOO - Dividend Comparison
VGIAX's dividend yield for the trailing twelve months is around 0.97%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGIAX Vanguard Growth and Income Fund Admiral Shares | 0.97% | 1.29% | 1.76% | 1.26% | 1.45% | 1.67% | 1.91% | 1.59% | 2.19% | 1.99% | 1.77% | 1.60% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VGIAX vs. VOO - Drawdown Comparison
The maximum VGIAX drawdown since its inception was -56.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VGIAX and VOO. For additional features, visit the drawdowns tool.
Volatility
VGIAX vs. VOO - Volatility Comparison
Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.23% and 4.09%, 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.