VIGRX vs. VTSAX
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGRX or VTSAX.
Key characteristics
| VIGRX | VTSAX | |
|---|---|---|
| YTD Return | 27.09% | 21.84% |
| 1Y Return | 47.94% | 40.34% |
| 3Y Return (Ann) | 8.37% | 8.13% |
| 5Y Return (Ann) | 18.73% | 14.75% |
| 10Y Return (Ann) | 15.38% | 12.61% |
| Sharpe Ratio | 2.93 | 3.32 |
| Sortino Ratio | 3.73 | 4.39 |
| Omega Ratio | 1.53 | 1.62 |
| Calmar Ratio | 2.86 | 3.31 |
| Martin Ratio | 14.87 | 21.40 |
| Ulcer Index | 3.28% | 1.93% |
| Daily Std Dev | 16.63% | 12.44% |
| Max Drawdown | -57.48% | -55.34% |
| Current Drawdown | -0.54% | -0.92% |
Correlation
The correlation between VIGRX and VTSAX 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.
Performance
VIGRX vs. VTSAX - Performance Comparison
In the year-to-date period, VIGRX achieves a 27.09% return, which is significantly higher than VTSAX's 21.84% return. Over the past 10 years, VIGRX has outperformed VTSAX with an annualized return of 15.38%, while VTSAX has yielded a comparatively lower 12.61% 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. VTSAX - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is higher than VTSAX's 0.04% 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. VTSAX - 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 Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.39%, less than VTSAX's 1.30% 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.30% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VIGRX vs. VTSAX - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.48%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for VIGRX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
VIGRX vs. VTSAX - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) has a higher volatility of 3.39% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 2.56%. This indicates that VIGRX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.