VIGAX vs. VUG
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Growth ETF (VUG).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGAX or VUG.
Performance
VIGAX vs. VUG - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VIGAX having a 30.41% return and VUG slightly higher at 30.43%. Both investments have delivered pretty close results over the past 10 years, with VIGAX having a 15.49% annualized return and VUG not far ahead at 15.50%.
VIGAX
30.41%
2.57%
15.02%
35.85%
19.09%
15.49%
VUG
30.43%
2.58%
15.17%
35.89%
19.11%
15.50%
Key characteristics
| VIGAX | VUG | |
|---|---|---|
| Sharpe Ratio | 2.16 | 2.17 |
| Sortino Ratio | 2.82 | 2.83 |
| Omega Ratio | 1.40 | 1.40 |
| Calmar Ratio | 2.82 | 2.82 |
| Martin Ratio | 11.07 | 11.11 |
| Ulcer Index | 3.30% | 3.29% |
| Daily Std Dev | 16.88% | 16.83% |
| Max Drawdown | -50.66% | -50.68% |
| Current Drawdown | -1.20% | -1.19% |
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VIGAX vs. VUG - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is higher than VUG's 0.04% 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%.
Correlation
The correlation between VIGAX and VUG 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.
Risk-Adjusted Performance
VIGAX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.48%, less than VUG's 0.49% 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% |
VUG Vanguard Growth ETF | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
VIGAX vs. VUG - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VIGAX and VUG. For additional features, visit the drawdowns tool.
Volatility
VIGAX vs. VUG - Volatility Comparison
Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Growth ETF (VUG) have volatilities of 5.24% and 5.29%, 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.