VIGIX vs. SWPPX

In the year-to-date period, VIGIX achieves a -12.04% return, which is significantly lower than SWPPX's -8.23% return. Over the past 10 years, VIGIX has outperformed SWPPX with an annualized return of 13.66%, while SWPPX has yielded a comparatively lower 11.50% annualized return.

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VIGIX has a 0.04% expense ratio, which is higher than SWPPX's 0.02% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and Schwab S&P 500 Index Fund (SWPPX). 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 VIGIX Sharpe Ratio is 0.49, which is comparable to the SWPPX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of VIGIX and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIGIX's dividend yield for the trailing twelve months is around 0.54%, less than SWPPX's 1.34% yield.

The maximum VIGIX drawdown since its inception was -57.17%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for VIGIX and SWPPX. For additional features, visit the drawdowns tool.

Vanguard Growth Index Fund Institutional Shares (VIGIX) has a higher volatility of 16.86% compared to Schwab S&P 500 Index Fund (SWPPX) at 14.00%. This indicates that VIGIX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.