PortfoliosLab logo
VIGIX vs. VINIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VIGIX and VINIX is 0.96, 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.


-0.50.00.51.0
Correlation: 1.0

Performance

VIGIX vs. VINIX - Performance Comparison

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

600.00%700.00%800.00%900.00%1,000.00%NovemberDecember2025FebruaryMarchApril
815.40%
618.79%
VIGIX
VINIX

Key characteristics

Sharpe Ratio

VIGIX:

0.49

VINIX:

0.43

Sortino Ratio

VIGIX:

0.85

VINIX:

0.73

Omega Ratio

VIGIX:

1.12

VINIX:

1.11

Calmar Ratio

VIGIX:

0.54

VINIX:

0.44

Martin Ratio

VIGIX:

1.96

VINIX:

1.83

Ulcer Index

VIGIX:

6.32%

VINIX:

4.54%

Daily Std Dev

VIGIX:

25.19%

VINIX:

19.45%

Max Drawdown

VIGIX:

-57.17%

VINIX:

-55.19%

Current Drawdown

VIGIX:

-15.58%

VINIX:

-12.45%

Returns By Period

In the year-to-date period, VIGIX achieves a -12.04% return, which is significantly lower than VINIX's -8.40% return. Over the past 10 years, VIGIX has outperformed VINIX with an annualized return of 13.66%, while VINIX has yielded a comparatively lower 10.47% annualized return.


VIGIX

YTD

-12.04%

1M

-7.31%

6M

-6.85%

1Y

9.43%

5Y*

16.28%

10Y*

13.66%

VINIX

YTD

-8.40%

1M

-6.87%

6M

-7.81%

1Y

6.11%

5Y*

13.30%

10Y*

10.47%

*Annualized

Compare stocks, funds, or ETFs

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


VIGIX vs. VINIX - Expense Ratio Comparison

VIGIX has a 0.04% expense ratio, which is higher than VINIX'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%.


Expense ratio chart for VIGIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIGIX: 0.04%
Expense ratio chart for VINIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VINIX: 0.04%

Risk-Adjusted Performance

VIGIX vs. VINIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIGIX
The Risk-Adjusted Performance Rank of VIGIX is 6565
Overall Rank
The Sharpe Ratio Rank of VIGIX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 6262
Martin Ratio Rank

VINIX
The Risk-Adjusted Performance Rank of VINIX is 6161
Overall Rank
The Sharpe Ratio Rank of VINIX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of VINIX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VINIX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VINIX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VINIX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VIGIX vs. VINIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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 chart of Sharpe ratio for VIGIX, currently valued at 0.49, compared to the broader market-1.000.001.002.003.00
VIGIX: 0.49
VINIX: 0.43
The chart of Sortino ratio for VIGIX, currently valued at 0.85, compared to the broader market-2.000.002.004.006.008.00
VIGIX: 0.85
VINIX: 0.73
The chart of Omega ratio for VIGIX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.00
VIGIX: 1.12
VINIX: 1.11
The chart of Calmar ratio for VIGIX, currently valued at 0.54, compared to the broader market0.002.004.006.008.0010.00
VIGIX: 0.54
VINIX: 0.44
The chart of Martin ratio for VIGIX, currently valued at 1.96, compared to the broader market0.0010.0020.0030.0040.0050.00
VIGIX: 1.96
VINIX: 1.83

The current VIGIX Sharpe Ratio is 0.49, which is comparable to the VINIX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of VIGIX and VINIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.49
0.43
VIGIX
VINIX

Dividends

VIGIX vs. VINIX - Dividend Comparison

VIGIX's dividend yield for the trailing twelve months is around 0.54%, less than VINIX's 1.44% yield.


TTM20242023202220212020201920182017201620152014
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.54%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%
VINIX
Vanguard Institutional Index Fund Institutional Shares
1.44%1.27%1.47%1.74%1.28%1.59%1.91%2.13%1.82%2.07%2.45%1.88%

Drawdowns

VIGIX vs. VINIX - Drawdown Comparison

The maximum VIGIX drawdown since its inception was -57.17%, roughly equal to the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VIGIX and VINIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.58%
-12.45%
VIGIX
VINIX

Volatility

VIGIX vs. VINIX - Volatility Comparison

Vanguard Growth Index Fund Institutional Shares (VIGIX) has a higher volatility of 16.86% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 14.02%. This indicates that VIGIX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.86%
14.02%
VIGIX
VINIX