VIGRX vs. SWPPX
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and Schwab S&P 500 Index Fund (SWPPX).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
VIGRX vs. SWPPX - Performance Comparison
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VIGRX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | -10.42% | 19.18% | 32.51% | 46.59% | -33.22% | 27.10% | 40.01% | 37.08% | -3.47% | 27.64% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, VIGRX achieves a -10.42% return, which is significantly lower than SWPPX's -4.39% return. Over the past 10 years, VIGRX has outperformed SWPPX with an annualized return of 15.87%, while SWPPX has yielded a comparatively lower 14.04% annualized return.
VIGRX
- 1D
- 3.99%
- 1M
- -5.48%
- YTD
- -10.42%
- 6M
- -9.25%
- 1Y
- 17.04%
- 3Y*
- 20.94%
- 5Y*
- 11.26%
- 10Y*
- 15.87%
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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VIGRX vs. SWPPX - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is higher than SWPPX's 0.02% 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
VIGRX vs. SWPPX — Risk / Return Rank
VIGRX
SWPPX
VIGRX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) and Schwab S&P 500 Index Fund (SWPPX). 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.
| VIGRX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.97 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.49 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.52 | -0.42 |
Martin ratioReturn relative to average drawdown | 3.92 | 7.29 | -3.37 |
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
| VIGRX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.97 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.48 | +0.07 |
Correlation
The correlation between VIGRX and SWPPX is 0.96, 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
VIGRX vs. SWPPX - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.32%, less than SWPPX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 0.32% | 0.22% | 0.35% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
VIGRX vs. SWPPX - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.47%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for VIGRX and SWPPX.
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Drawdown Indicators
| VIGRX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.47% | -55.06% | -2.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.55% | -12.10% | -4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -35.70% | -24.51% | -11.19% |
Max Drawdown (10Y)Largest decline over 10 years | -35.70% | -33.80% | -1.90% |
Current DrawdownCurrent decline from peak | -13.22% | -6.26% | -6.96% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -10.00% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 2.52% | +2.14% |
Volatility
VIGRX vs. SWPPX - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) has a higher volatility of 7.01% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.36%. This indicates that VIGRX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIGRX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 5.36% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 9.55% | +3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 18.32% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 16.94% | +5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 18.21% | +3.32% |