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 U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGIX or VUG.
Key characteristics
| VIGIX | VUG | |
|---|---|---|
| YTD Return | 12.85% | 12.94% |
| 1Y Return | 34.79% | 34.89% |
| 3Y Return (Ann) | 10.88% | 10.92% |
| 5Y Return (Ann) | 17.91% | 17.94% |
| 10Y Return (Ann) | 15.25% | 15.26% |
| Sharpe Ratio | 2.35 | 2.38 |
| Daily Std Dev | 15.70% | 15.59% |
| Max Drawdown | -56.81% | -50.68% |
| Current Drawdown | -0.27% | -0.21% |
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.
Performance
VIGIX vs. VUG - Performance Comparison
The year-to-date returns for both investments are quite close, with VIGIX having a 12.85% return and VUG slightly higher at 12.94%. Both investments have delivered pretty close results over the past 10 years, with VIGIX having a 15.25% annualized return and VUG not far ahead at 15.26%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. VUG - Expense Ratio Comparison
Both VIGIX and VUG 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. VUG - Risk-Adjusted Performance 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.
Dividends
VIGIX vs. VUG - Dividend Comparison
VIGIX's dividend yield for the trailing twelve months is around 0.53%, more than VUG's 0.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.53% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
VUG Vanguard Growth ETF | 0.52% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
VIGIX vs. VUG - Drawdown Comparison
The maximum VIGIX drawdown since its inception was -56.81%, 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. For additional features, visit the drawdowns tool.
Volatility
VIGIX vs. VUG - Volatility Comparison
Vanguard Growth Index Fund Institutional Shares (VIGIX) and Vanguard Growth ETF (VUG) have volatilities of 5.08% and 5.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.