VIGAX vs. VONG
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Russell 1000 Growth ETF (VONG).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGAX or VONG.
Performance
VIGAX vs. VONG - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VIGAX having a 30.41% return and VONG slightly higher at 30.48%. Over the past 10 years, VIGAX has underperformed VONG with an annualized return of 15.49%, while VONG has yielded a comparatively higher 16.39% annualized return.
VIGAX
30.41%
2.57%
15.02%
35.85%
19.09%
15.49%
VONG
30.48%
2.37%
15.08%
36.13%
19.50%
16.39%
Key characteristics
| VIGAX | VONG | |
|---|---|---|
| Sharpe Ratio | 2.16 | 2.19 |
| Sortino Ratio | 2.82 | 2.85 |
| Omega Ratio | 1.40 | 1.40 |
| Calmar Ratio | 2.82 | 2.79 |
| Martin Ratio | 11.07 | 10.99 |
| Ulcer Index | 3.30% | 3.33% |
| Daily Std Dev | 16.88% | 16.70% |
| Max Drawdown | -50.66% | -32.72% |
| Current Drawdown | -1.20% | -1.28% |
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VIGAX vs. VONG - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is lower than VONG's 0.08% 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%.
Correlation
The correlation between VIGAX and VONG is 0.98, 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
VIGAX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Russell 1000 Growth ETF (VONG). 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
VIGAX vs. VONG - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.48%, less than VONG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.48% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
VIGAX vs. VONG - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VIGAX and VONG. For additional features, visit the drawdowns tool.
Volatility
VIGAX vs. VONG - Volatility Comparison
Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.24% and 5.42%, 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.