PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
VIGIX vs. SWLGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VIGIX vs. SWLGX

Last updated Aug 5, 2026
Documentation

VIGIX (Vanguard Growth Index Fund Institutional Shares) and SWLGX (Schwab U.S. Large-Cap Growth Index Fund) are both Large Cap Growth Equities funds - VIGIX tracks the CRSP US Large Cap Growth Index while SWLGX tracks the Russell 1000 Growth Index. Both are passively managed. Over the past 5 years, VIGIX returned 12.54%/yr vs 12.18%/yr for SWLGX. Their 0.99 correlation means they have historically moved very closely together. VIGIX charges 0.03%/yr vs 0.04%/yr for SWLGX.

Performance

VIGIX vs. SWLGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Growth Index Fund Institutional Shares (VIGIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, VIGIX achieves a 7.35% return, which is significantly higher than SWLGX's 2.45% return.

VIGIX

1D
2.23%
1M
1.73%
6M
10.65%
YTD
7.35%
1Y
15.71%
3Y*
23.29%
5Y*
12.54%
10Y*
17.52%
ALL TIME*
9.74%

SWLGX

1D
2.16%
1M
-0.33%
6M
5.58%
YTD
2.45%
1Y
10.34%
3Y*
21.31%
5Y*
12.18%
10Y*
—
ALL TIME*
16.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

SWLGX

Schwab U.S. Large-Cap Growth Index Fund
$0.00$0.00$0.00

VIGIX

Vanguard Growth Index Fund Institutional Shares
$0.00$0.00$0.00

VIGIX vs. SWLGX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VIGIX
Vanguard Growth Index Fund Institutional Shares		7.35%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%-1.02%
SWLGX
Schwab U.S. Large-Cap Growth Index Fund		2.45%18.55%33.30%42.67%-29.17%27.55%38.43%36.30%-1.59%-0.60%

Correlation

The correlation between VIGIX and SWLGX is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.99

Correlation (3Y)
Balances recent behavior with more history.

0.99

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.99

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2017

0.99

The correlation between VIGIX and SWLGX has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.

VIGIX vs. SWLGX - Sectors Allocation Comparison

Sectors
VIGIX
SWLGX

Technology

56.2%
54.2%

Communication Services

15.4%
16.2%

Consumer Cyclical

11.5%
8.3%

Industrials

5.3%
9.0%

Healthcare

4.7%
5.4%

Financial Services

3.8%
4.3%

Consumer Defensive

1.4%
1.2%

Real Estate

1.0%
0.4%

Utilities

0.7%
0.3%

Basic Materials

0.5%
0.3%

Energy

0.3%
0.5%

Technology

VIGIX
56.2%
SWLGX
54.2%

Communication Services

VIGIX
15.4%
SWLGX
16.2%

Consumer Cyclical

VIGIX
11.5%
SWLGX
8.3%

Industrials

VIGIX
5.3%
SWLGX
9.0%

Healthcare

VIGIX
4.7%
SWLGX
5.4%

Financial Services

VIGIX
3.8%
SWLGX
4.3%

Consumer Defensive

VIGIX
1.4%
SWLGX
1.2%

Real Estate

VIGIX
1.0%
SWLGX
0.4%

Utilities

VIGIX
0.7%
SWLGX
0.3%

Basic Materials

VIGIX
0.5%
SWLGX
0.3%

Energy

VIGIX
0.3%
SWLGX
0.5%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Vanguard Growth Index Fund Institutional Shares

Schwab U.S. Large-Cap Growth Index Fund

Often compared with VIGIX:
VIGIX vs. VOOVIGIX vs. VIIIXVIGIX vs. VUGVIGIX vs. SWPPXVIGIX vs. VINIXVIGIX vs. SPYVIGIX vs. VIVIX
Often compared with SWLGX:
SWLGX vs. SWPPXSWLGX vs. FSPGXSWLGX vs. SWLSXSWLGX vs. SWTSXSWLGX vs. QQQSWLGX vs. VUGSWLGX vs. QQQM

Return for Risk

VIGIX vs. SWLGX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
VIGIX
VIGIX Risk / Return Rank: 2525
Overall Rank
VIGIX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 2727
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 2626
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 2323
Martin Ratio Rank
SWLGX
SWLGX Risk / Return Rank: 1717
Overall Rank
SWLGX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
SWLGX Sortino Ratio Rank: 1818
Sortino Ratio Rank
SWLGX Omega Ratio Rank: 1717
Omega Ratio Rank
SWLGX Calmar Ratio Rank: 1515
Calmar Ratio Rank
SWLGX Martin Ratio Rank: 1616
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VIGIX vs. SWLGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VIGIXSWLGXDifference
Sharpe ratioReturn per unit of total volatility
1.01
0.72

+0.30

Sortino ratioReturn per unit of downside risk
1.48
1.09

+0.39

Omega ratioGain probability vs. loss probability

1.18

1.13

+0.05

Calmar ratioReturn relative to maximum drawdown

1.09

0.78

+0.31

Martin ratioReturn relative to average drawdown

3.48

2.32

+1.16

VIGIX vs. SWLGX - Sharpe Ratio Comparison

The current VIGIX Sharpe Ratio is 1.01, which is higher than the SWLGX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of VIGIX and SWLGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

VIGIX vs. SWLGX - Drawdown Comparison

The maximum VIGIX drawdown since its inception was -56.95%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for VIGIX and SWLGX.

Loading charts...

Drawdown Indicators

VIGIXSWLGXDifference

Max Drawdown

Largest peak-to-trough decline

-56.95%

-32.69%

-24.26%

Max Drawdown (1Y)

Largest decline over 1 year

-16.51%

-16.16%

-0.35%

Max Drawdown (3Y)

Largest decline over 3 years

-23.03%

-23.30%

+0.27%

Max Drawdown (5Y)

Largest decline over 5 years

-35.62%

-32.69%

-2.93%

Max Drawdown (10Y)

Largest decline over 10 years

-35.62%

—

—

Current Drawdown

Current decline from peak

-3.41%

-6.02%

+2.61%

Average Drawdown

Average peak-to-trough decline

-16.21%

-7.03%

-9.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.17%

5.40%

-0.23%

Volatility

VIGIX vs. SWLGX - Volatility Comparison

The current volatility for Vanguard Growth Index Fund Institutional Shares (VIGIX) is 5.95%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 6.70%. This indicates that VIGIX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

VIGIXSWLGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.95%

6.70%

-0.75%

Volatility (6M)

Calculated over the trailing 6-month period

14.39%

14.17%

+0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

17.82%

17.56%

+0.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.64%

21.83%

+0.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.71%

22.69%

-0.98%

VIGIX vs. SWLGX - Expense Ratio Comparison

VIGIX has a 0.03% expense ratio, which is lower than SWLGX's 0.04% 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%.

Dividends

VIGIX vs. SWLGX - Dividend Comparison

VIGIX's dividend yield for the trailing twelve months is around 0.39%, less than SWLGX's 0.45% yield.

PositionTTM20252024202320222021202020192018201720162015
SWLGX
Schwab U.S. Large-Cap Growth Index Fund		0.45%0.46%0.52%0.67%0.93%1.76%0.67%0.96%1.03%0.00%0.00%0.00%
VIGIX
Vanguard Growth Index Fund Institutional Shares		0.39%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Frequently Asked Questions

With a correlation of 0.99, VIGIX and SWLGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SWLGX has higher volatility (6.70%) compared to VIGIX (5.95%). In terms of maximum drawdown, VIGIX dropped -56.95% vs SWLGX's -32.69%.

VIGIX currently has the higher Sharpe Ratio (1.01 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VIGIX and SWLGX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer