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.
Performance
VIGIX vs. VUG - Performance Comparison
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VIGIX at 30.43% and VUG at 30.43%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: VIGIX at 15.50% and VUG at 15.50%.
VIGIX
30.43%
2.57%
15.03%
35.86%
19.10%
15.50%
VUG
30.43%
2.58%
15.17%
35.89%
19.11%
15.50%
Key characteristics
| VIGIX | VUG | |
|---|---|---|
| Sharpe Ratio | 2.15 | 2.17 |
| Sortino Ratio | 2.78 | 2.83 |
| Omega Ratio | 1.40 | 1.40 |
| Calmar Ratio | 2.82 | 2.82 |
| Martin Ratio | 11.10 | 11.11 |
| Ulcer Index | 3.29% | 3.29% |
| Daily Std Dev | 17.01% | 16.83% |
| Max Drawdown | -57.17% | -50.68% |
| Current Drawdown | -1.20% | -1.19% |
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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%.
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.
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 0.49%, which matches VUG's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.49% | 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 | 0.49% | 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 -57.17%, 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 5.24% and 5.29%, 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.