VIGRX vs. VTI
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and Vanguard Total Stock Market ETF (VTI).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGRX or VTI.
Performance
VIGRX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, VIGRX achieves a 30.27% return, which is significantly higher than VTI's 25.64% return. Over the past 10 years, VIGRX has outperformed VTI with an annualized return of 15.34%, while VTI has yielded a comparatively lower 12.67% annualized return.
VIGRX
30.27%
2.56%
14.95%
35.68%
18.95%
15.34%
VTI
25.64%
2.57%
14.24%
32.95%
15.11%
12.67%
Key characteristics
| VIGRX | VTI | |
|---|---|---|
| Sharpe Ratio | 2.15 | 2.68 |
| Sortino Ratio | 2.81 | 3.57 |
| Omega Ratio | 1.39 | 1.49 |
| Calmar Ratio | 2.81 | 3.91 |
| Martin Ratio | 11.00 | 17.13 |
| Ulcer Index | 3.30% | 1.96% |
| Daily Std Dev | 16.88% | 12.51% |
| Max Drawdown | -57.48% | -55.45% |
| Current Drawdown | -1.20% | -0.84% |
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VIGRX vs. VTI - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is higher than VTI'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%.
Correlation
The correlation between VIGRX and VTI is 0.95, 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. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.38%, less than VTI's 1.27% 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% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VIGRX vs. VTI - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.48%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VIGRX and VTI. For additional features, visit the drawdowns tool.
Volatility
VIGRX vs. VTI - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) has a higher volatility of 5.24% compared to Vanguard Total Stock Market ETF (VTI) at 4.19%. This indicates that VIGRX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.