VIGIX vs. VUG
Compare and contrast key facts about Vanguard Growth Index Fund Institutional Shares (VIGIX) and Vanguard Growth ETF (VUG).
VIGIX is managed by Vanguard. It was launched on May 14, 1998. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
VIGIX vs. VUG - Performance Comparison
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VIGIX vs. VUG - 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% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, VIGIX achieves a -13.83% return, which is significantly lower than VUG's -10.37% return. Both investments have delivered pretty close results over the past 10 years, with VIGIX having a 15.58% annualized return and VUG not far ahead at 16.03%.
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%
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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VIGIX vs. VUG - Expense Ratio Comparison
VIGIX has a 0.04% expense ratio, which is higher than VUG's 0.03% 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. VUG — Risk / Return Rank
VIGIX
VUG
VIGIX vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and Vanguard Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.81 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.31 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.11 | -0.46 |
Martin ratioReturn relative to average drawdown | 2.38 | 3.96 | -1.58 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.81 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.52 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.75 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.57 | -0.14 |
Correlation
The correlation between VIGIX and VUG is 0.99, 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. VUG - Dividend Comparison
VIGIX's dividend yield for the trailing twelve months is around 0.47%, more than VUG's 0.46% 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% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
VIGIX vs. VUG - Drawdown Comparison
The maximum VIGIX drawdown since its inception was -56.95%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VIGIX and VUG.
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Drawdown Indicators
| VIGIX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.95% | -50.68% | -6.27% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -16.53% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -35.61% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -35.62% | -35.61% | -0.01% |
Current DrawdownCurrent decline from peak | -16.51% | -13.20% | -3.31% |
Average DrawdownAverage peak-to-trough decline | -16.36% | -7.13% | -9.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 4.66% | -0.10% |
Volatility
VIGIX vs. VUG - Volatility Comparison
The current volatility for Vanguard Growth Index Fund Institutional Shares (VIGIX) is 5.52%, while Vanguard Growth ETF (VUG) has a volatility of 7.00%. This indicates that VIGIX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIGIX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 7.00% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 12.65% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 22.68% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.30% | 22.23% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 21.38% | +0.11% |