VHDYX vs. VIGRX
Compare and contrast key facts about Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) and Vanguard Growth Index Fund (VIGRX).
VHDYX is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 16, 2006. VIGRX is managed by Vanguard. It was launched on Nov 2, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHDYX or VIGRX.
Key characteristics
| VHDYX | VIGRX |
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Correlation
The correlation between VHDYX and VIGRX is 0.69, 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.
Performance
VHDYX vs. VIGRX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VHDYX vs. VIGRX - Expense Ratio Comparison
VHDYX has a 0.04% expense ratio, which is lower than VIGRX's 0.17% expense ratio. Despite the difference, 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
VHDYX vs. VIGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) and Vanguard Growth Index Fund (VIGRX). 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
VHDYX vs. VIGRX - Dividend Comparison
VHDYX has not paid dividends to shareholders, while VIGRX's dividend yield for the trailing twelve months is around 0.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHDYX Vanguard High Dividend Yield Index Fund Investor Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.20% | 3.31% | 2.71% | 2.85% | 3.15% | 2.70% | 2.73% |
VIGRX Vanguard Growth Index Fund | 0.39% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% | 1.06% |
Drawdowns
VHDYX vs. VIGRX - Drawdown Comparison
Volatility
VHDYX vs. VIGRX - Volatility Comparison
The current volatility for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) is 0.00%, while Vanguard Growth Index Fund (VIGRX) has a volatility of 5.52%. This indicates that VHDYX experiences smaller price fluctuations and is considered to be less risky than VIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.