VIGIX vs. VIVIX
Compare and contrast key facts about Vanguard Growth Index Fund Institutional Shares (VIGIX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
VIGIX is managed by Vanguard. It was launched on May 14, 1998. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGIX or VIVIX.
Correlation
The correlation between VIGIX and VIVIX is 0.81, 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.
Performance
VIGIX vs. VIVIX - Performance Comparison
Key characteristics
VIGIX:
2.09
VIVIX:
1.77
VIGIX:
2.68
VIVIX:
2.50
VIGIX:
1.38
VIVIX:
1.32
VIGIX:
2.81
VIVIX:
2.48
VIGIX:
10.99
VIVIX:
9.73
VIGIX:
3.31%
VIVIX:
1.88%
VIGIX:
17.44%
VIVIX:
10.37%
VIGIX:
-57.17%
VIVIX:
-59.30%
VIGIX:
-2.51%
VIVIX:
-6.29%
Returns By Period
In the year-to-date period, VIGIX achieves a 34.77% return, which is significantly higher than VIVIX's 16.02% return. Over the past 10 years, VIGIX has outperformed VIVIX with an annualized return of 15.88%, while VIVIX has yielded a comparatively lower 9.89% annualized return.
VIGIX
34.77%
3.33%
12.01%
34.91%
18.89%
15.88%
VIVIX
16.02%
-4.72%
6.39%
16.74%
9.98%
9.89%
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VIGIX vs. VIVIX - Expense Ratio Comparison
Both VIGIX and VIVIX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VIGIX vs. VIVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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
VIGIX vs. VIVIX - Dividend Comparison
VIGIX's dividend yield for the trailing twelve months is around 0.33%, less than VIVIX's 1.73% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | 0.33% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Vanguard Value Index Fund Institutional Shares | 1.73% | 2.46% | 2.52% | 2.14% | 2.56% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% | 2.23% | 2.22% |
Drawdowns
VIGIX vs. VIVIX - Drawdown Comparison
The maximum VIGIX drawdown since its inception was -57.17%, roughly equal to the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for VIGIX and VIVIX. For additional features, visit the drawdowns tool.
Volatility
VIGIX vs. VIVIX - Volatility Comparison
Vanguard Growth Index Fund Institutional Shares (VIGIX) has a higher volatility of 4.92% compared to Vanguard Value Index Fund Institutional Shares (VIVIX) at 3.61%. This indicates that VIGIX's price experiences larger fluctuations and is considered to be riskier than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.