VIGRX vs. VOO
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and Vanguard S&P 500 ETF (VOO).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGRX or VOO.
Key characteristics
| VIGRX | VOO | |
|---|---|---|
| YTD Return | 27.09% | 23.27% |
| 1Y Return | 47.94% | 40.74% |
| 3Y Return (Ann) | 8.37% | 9.79% |
| 5Y Return (Ann) | 18.73% | 15.52% |
| 10Y Return (Ann) | 15.38% | 13.22% |
| Sharpe Ratio | 2.93 | 3.45 |
| Sortino Ratio | 3.73 | 4.57 |
| Omega Ratio | 1.53 | 1.65 |
| Calmar Ratio | 2.86 | 4.15 |
| Martin Ratio | 14.87 | 22.76 |
| Ulcer Index | 3.28% | 1.83% |
| Daily Std Dev | 16.63% | 12.05% |
| Max Drawdown | -57.48% | -33.99% |
| Current Drawdown | -0.54% | -0.78% |
Correlation
The correlation between VIGRX and VOO is 0.94, 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.
Performance
VIGRX vs. VOO - Performance Comparison
In the year-to-date period, VIGRX achieves a 27.09% return, which is significantly higher than VOO's 23.27% return. Over the past 10 years, VIGRX has outperformed VOO with an annualized return of 15.38%, while VOO has yielded a comparatively lower 13.22% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIGRX vs. VOO - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
VIGRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.39%, less than VOO's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 0.39% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% | 1.06% |
VOO Vanguard S&P 500 ETF | 1.27% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VIGRX vs. VOO - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VIGRX and VOO. For additional features, visit the drawdowns tool.
Volatility
VIGRX vs. VOO - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) has a higher volatility of 3.39% compared to Vanguard S&P 500 ETF (VOO) at 2.50%. This indicates that VIGRX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.