VIGIX vs. SWPPX
Compare and contrast key facts about Vanguard Growth Index Fund Institutional Shares (VIGIX) and Schwab S&P 500 Index Fund (SWPPX).
VIGIX is managed by Vanguard. It was launched on May 14, 1998. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
VIGIX vs. SWPPX - Performance Comparison
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VIGIX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | -13.83% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, VIGIX achieves a -13.83% return, which is significantly lower than SWPPX's -7.07% return. Over the past 10 years, VIGIX has outperformed SWPPX with an annualized return of 15.58%, while SWPPX has yielded a comparatively lower 13.71% annualized return.
VIGIX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.73%
- 3Y*
- 19.57%
- 5Y*
- 10.94%
- 10Y*
- 15.58%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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VIGIX vs. SWPPX - Expense Ratio Comparison
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%.
Return for Risk
VIGIX vs. SWPPX — Risk / Return Rank
VIGIX
SWPPX
VIGIX vs. SWPPX - Risk-Adjusted Trends Comparison
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.
| VIGIX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.84 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.30 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.06 | -0.40 |
Martin ratioReturn relative to average drawdown | 2.38 | 5.14 | -2.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIGIX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.84 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.68 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.76 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.48 | -0.05 |
Correlation
The correlation between VIGIX and SWPPX is 0.95, 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.
Dividends
VIGIX vs. SWPPX - Dividend Comparison
VIGIX's dividend yield for the trailing twelve months is around 0.47%, less than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.47% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
VIGIX vs. SWPPX - Drawdown Comparison
The maximum VIGIX drawdown since its inception was -56.95%, 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.
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Drawdown Indicators
| VIGIX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.95% | -55.06% | -1.89% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -12.10% | -4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -24.51% | -11.11% |
Max Drawdown (10Y)Largest decline over 10 years | -35.62% | -33.80% | -1.82% |
Current DrawdownCurrent decline from peak | -16.51% | -8.89% | -7.62% |
Average DrawdownAverage peak-to-trough decline | -16.36% | -10.00% | -6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 2.49% | +2.07% |
Volatility
VIGIX vs. SWPPX - Volatility Comparison
Vanguard Growth Index Fund Institutional Shares (VIGIX) has a higher volatility of 5.52% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. 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.
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Volatility by Period
| VIGIX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 4.29% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 9.11% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 18.14% | +4.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.30% | 16.89% | +5.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 18.19% | +3.30% |