VIGAX vs. VVIAX
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Value Index Fund Admiral Shares (VVIAX).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. VVIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGAX or VVIAX.
Performance
VIGAX vs. VVIAX - Performance Comparison
Returns By Period
In the year-to-date period, VIGAX achieves a 30.41% return, which is significantly higher than VVIAX's 21.76% return. Over the past 10 years, VIGAX has outperformed VVIAX with an annualized return of 15.49%, while VVIAX has yielded a comparatively lower 10.56% annualized return.
VIGAX
30.41%
2.57%
15.02%
35.85%
19.09%
15.49%
VVIAX
21.76%
1.65%
12.78%
29.16%
11.75%
10.56%
Key characteristics
| VIGAX | VVIAX | |
|---|---|---|
| Sharpe Ratio | 2.16 | 2.90 |
| Sortino Ratio | 2.82 | 4.06 |
| Omega Ratio | 1.40 | 1.52 |
| Calmar Ratio | 2.82 | 5.77 |
| Martin Ratio | 11.07 | 18.44 |
| Ulcer Index | 3.30% | 1.61% |
| Daily Std Dev | 16.88% | 10.25% |
| Max Drawdown | -50.66% | -59.32% |
| Current Drawdown | -1.20% | -0.23% |
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VIGAX vs. VVIAX - Expense Ratio Comparison
Both VIGAX and VVIAX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Correlation
The correlation between VIGAX and VVIAX is 0.82, 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. VVIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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. VVIAX - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.48%, less than VVIAX's 2.21% 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% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.21% | 2.45% | 2.51% | 2.14% | 2.54% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% | 2.22% | 2.21% |
Drawdowns
VIGAX vs. VVIAX - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for VIGAX and VVIAX. For additional features, visit the drawdowns tool.
Volatility
VIGAX vs. VVIAX - Volatility Comparison
Vanguard Growth Index Fund Admiral Shares (VIGAX) has a higher volatility of 5.24% compared to Vanguard Value Index Fund Admiral Shares (VVIAX) at 3.70%. This indicates that VIGAX's price experiences larger fluctuations and is considered to be riskier than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.