VIGAX vs. VOT

In the year-to-date period, VIGAX achieves a -5.55% return, which is significantly lower than VOT's 0.32% return. Over the past 10 years, VIGAX has outperformed VOT with an annualized return of 14.58%, while VOT has yielded a comparatively lower 9.75% annualized return.

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VIGAX has a 0.05% expense ratio, which is lower than VOT's 0.07% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Mid-Cap Growth ETF (VOT). 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.

The current VIGAX Sharpe Ratio is 0.73, which is comparable to the VOT Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of VIGAX and VOT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIGAX's dividend yield for the trailing twelve months is around 0.49%, less than VOT's 0.69% yield.

The maximum VIGAX drawdown since its inception was -50.66%, smaller than the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for VIGAX and VOT. For additional features, visit the drawdowns tool.

Vanguard Growth Index Fund Admiral Shares (VIGAX) has a higher volatility of 15.74% compared to Vanguard Mid-Cap Growth ETF (VOT) at 13.66%. This indicates that VIGAX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.