VIGIX vs. VUG

The year-to-date returns for both stocks are quite close, with VIGIX having a -12.04% return and VUG slightly lower at -12.06%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: VIGIX at 13.66% and VUG at 13.66%.

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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%.

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.

The current VIGIX Sharpe Ratio is 0.49, which is comparable to the VUG Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of VIGIX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIGIX's dividend yield for the trailing twelve months is around 0.54%, which matches VUG's 0.54% yield.

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.

Vanguard Growth Index Fund Institutional Shares (VIGIX) and Vanguard Growth ETF (VUG) have volatilities of 16.86% and 16.53%, 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.