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.
Key characteristics
| VIGAX | VONG | |
|---|---|---|
| YTD Return | 9.18% | 9.46% |
| 1Y Return | 38.06% | 37.86% |
| 3Y Return (Ann) | 8.67% | 10.06% |
| 5Y Return (Ann) | 16.43% | 16.95% |
| 10Y Return (Ann) | 14.92% | 15.76% |
| Sharpe Ratio | 2.37 | 2.45 |
| Daily Std Dev | 15.79% | 15.17% |
| Max Drawdown | -50.66% | -32.72% |
| Current Drawdown | -2.24% | -2.26% |
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.
Performance
VIGAX vs. VONG - Performance Comparison
The year-to-date returns for both investments are quite close, with VIGAX having a 9.18% return and VONG slightly higher at 9.46%. Over the past 10 years, VIGAX has underperformed VONG with an annualized return of 14.92%, while VONG has yielded a comparatively higher 15.76% annualized return. 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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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%.
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 0.53%, less than VONG's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.53% | 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 | 0.68% | 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) has a higher volatility of 5.89% compared to Vanguard Russell 1000 Growth ETF (VONG) at 5.54%. This indicates that VIGAX's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.