VIGRX vs. VIVAX
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and Vanguard Value Index Fund (VIVAX).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. VIVAX is managed by Vanguard. It was launched on Nov 2, 1992.
Performance
VIGRX vs. VIVAX - Performance Comparison
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VIGRX vs. VIVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | -9.41% | 19.18% | 32.51% | 46.59% | -33.22% | 27.10% | 40.01% | 37.08% | -3.47% | 27.64% |
VIVAX Vanguard Value Index Fund | 3.51% | 14.50% | 15.85% | 9.08% | -2.18% | 26.32% | 2.18% | 25.66% | -5.56% | 16.98% |
Returns By Period
In the year-to-date period, VIGRX achieves a -9.41% return, which is significantly lower than VIVAX's 3.51% return. Over the past 10 years, VIGRX has outperformed VIVAX with an annualized return of 16.00%, while VIVAX has yielded a comparatively lower 11.62% annualized return.
VIGRX
- 1D
- 1.12%
- 1M
- -3.76%
- YTD
- -9.41%
- 6M
- -8.45%
- 1Y
- 17.39%
- 3Y*
- 21.40%
- 5Y*
- 11.51%
- 10Y*
- 16.00%
VIVAX
- 1D
- 0.22%
- 1M
- -3.19%
- YTD
- 3.51%
- 6M
- 6.50%
- 1Y
- 15.75%
- 3Y*
- 14.81%
- 5Y*
- 10.64%
- 10Y*
- 11.62%
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VIGRX vs. VIVAX - Expense Ratio Comparison
Both VIGRX and VIVAX have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VIGRX vs. VIVAX — Risk / Return Rank
VIGRX
VIVAX
VIGRX vs. VIVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) and Vanguard Value Index Fund (VIVAX). 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 | VIVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.11 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.59 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.43 | -0.26 |
Martin ratioReturn relative to average drawdown | 4.12 | 6.41 | -2.29 |
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 | VIVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.11 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.77 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.70 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.54 | +0.01 |
Correlation
The correlation between VIGRX and VIVAX is 0.80, 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. VIVAX - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.31%, less than VIVAX's 1.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 0.31% | 0.22% | 0.35% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% |
VIVAX Vanguard Value Index Fund | 1.89% | 1.42% | 2.19% | 2.33% | 2.39% | 2.02% | 2.43% | 2.39% | 2.59% | 2.18% | 2.33% | 2.46% |
Drawdowns
VIGRX vs. VIVAX - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.47%, roughly equal to the maximum VIVAX drawdown of -59.38%. Use the drawdown chart below to compare losses from any high point for VIGRX and VIVAX.
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Drawdown Indicators
| VIGRX | VIVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.47% | -59.38% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -16.55% | -7.85% | -8.70% |
Max Drawdown (5Y)Largest decline over 5 years | -35.70% | -17.17% | -18.53% |
Max Drawdown (10Y)Largest decline over 10 years | -35.70% | -36.81% | +1.11% |
Current DrawdownCurrent decline from peak | -12.24% | -4.62% | -7.62% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -8.11% | -6.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 2.52% | +2.20% |
Volatility
VIGRX vs. VIVAX - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) has a higher volatility of 7.13% compared to Vanguard Value Index Fund (VIVAX) at 3.67%. This indicates that VIGRX's price experiences larger fluctuations and is considered to be riskier than VIVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIGRX | VIVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 3.67% | +3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 7.70% | +5.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.01% | 14.85% | +8.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 13.92% | +8.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 16.74% | +4.79% |