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.
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
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Key characteristics
VGIAX:
0.56
VOO:
0.64
VGIAX:
0.96
VOO:
1.07
VGIAX:
1.14
VOO:
1.16
VGIAX:
0.62
VOO:
0.71
VGIAX:
2.28
VOO:
2.69
VGIAX:
5.36%
VOO:
4.92%
VGIAX:
20.19%
VOO:
19.55%
VGIAX:
-56.85%
VOO:
-33.99%
VGIAX:
-3.84%
VOO:
-3.82%
Returns By Period
In the year-to-date period, VGIAX achieves a 0.67% return, which is significantly higher than VOO's 0.61% return. Both investments have delivered pretty close results over the past 10 years, with VGIAX having a 12.67% annualized return and VOO not far ahead at 12.79%.
VGIAX
0.67%
7.10%
-1.20%
11.32%
13.64%
16.07%
12.67%
VOO
0.61%
6.68%
-1.22%
12.39%
13.99%
15.83%
12.79%
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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%.
Risk-Adjusted Performance
VGIAX vs. VOO — Risk-Adjusted Performance Rank
VGIAX
VOO
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.
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Dividends
VGIAX vs. VOO - Dividend Comparison
VGIAX's dividend yield for the trailing twelve months is around 11.59%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGIAX Vanguard Growth and Income Fund Admiral Shares | 11.59% | 11.67% | 8.70% | 9.81% | 15.28% | 6.63% | 4.19% | 8.05% | 5.87% | 7.01% | 7.72% | 8.01% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
VGIAX vs. VOO - Volatility Comparison
The current volatility for Vanguard Growth and Income Fund Admiral Shares (VGIAX) is 4.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that VGIAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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