VIGRX vs. VGT
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and Vanguard Information Technology ETF (VGT).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 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: VIGRX or VGT.
Performance
VIGRX vs. VGT - Performance Comparison
Returns By Period
In the year-to-date period, VIGRX achieves a 30.27% return, which is significantly higher than VGT's 28.63% return. Over the past 10 years, VIGRX has underperformed VGT with an annualized return of 15.34%, while VGT has yielded a comparatively higher 20.73% annualized return.
VIGRX
30.27%
2.56%
14.95%
35.68%
18.95%
15.34%
VGT
28.63%
2.11%
15.02%
35.48%
22.76%
20.73%
Key characteristics
| VIGRX | VGT | |
|---|---|---|
| Sharpe Ratio | 2.15 | 1.71 |
| Sortino Ratio | 2.81 | 2.24 |
| Omega Ratio | 1.39 | 1.31 |
| Calmar Ratio | 2.81 | 2.36 |
| Martin Ratio | 11.00 | 8.49 |
| Ulcer Index | 3.30% | 4.24% |
| Daily Std Dev | 16.88% | 20.98% |
| Max Drawdown | -57.48% | -54.63% |
| Current Drawdown | -1.20% | -1.01% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIGRX vs. VGT - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is higher than VGT's 0.10% 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%.
Correlation
The correlation between VIGRX and VGT is 0.93, 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
VIGRX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) and Vanguard Information Technology ETF (VGT). 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
VIGRX vs. VGT - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.38%, less than VGT's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 0.38% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% | 1.06% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
VIGRX vs. VGT - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.48%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VIGRX and VGT. For additional features, visit the drawdowns tool.
Volatility
VIGRX vs. VGT - Volatility Comparison
The current volatility for Vanguard Growth Index Fund (VIGRX) is 5.24%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.47%. This indicates that VIGRX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.