VIOG vs. VTWG
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Growth ETF (VIOG) and Vanguard Russell 2000 Growth ETF (VTWG).
VIOG and VTWG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 7, 2010. VTWG is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Growth Index. It was launched on Sep 20, 2010. Both VIOG and VTWG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIOG or VTWG.
Key characteristics
| VIOG | VTWG | |
|---|---|---|
| YTD Return | -0.12% | -0.96% |
| 1Y Return | 19.89% | 14.00% |
| 3Y Return (Ann) | -0.52% | -6.00% |
| 5Y Return (Ann) | 7.01% | 4.73% |
| 10Y Return (Ann) | 9.15% | 7.56% |
| Sharpe Ratio | 0.98 | 0.59 |
| Daily Std Dev | 18.30% | 19.83% |
| Max Drawdown | -41.73% | -42.07% |
| Current Drawdown | -10.82% | -24.33% |
Correlation
The correlation between VIOG and VTWG is 0.91, 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
VIOG vs. VTWG - Performance Comparison
In the year-to-date period, VIOG achieves a -0.12% return, which is significantly higher than VTWG's -0.96% return. Over the past 10 years, VIOG has outperformed VTWG with an annualized return of 9.15%, while VTWG has yielded a comparatively lower 7.56% 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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VIOG vs. VTWG - Expense Ratio Comparison
Both VIOG and VTWG have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VIOG vs. VTWG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Growth ETF (VIOG) and Vanguard Russell 2000 Growth ETF (VTWG). 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
VIOG vs. VTWG - Dividend Comparison
VIOG's dividend yield for the trailing twelve months is around 1.14%, more than VTWG's 0.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.14% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% | 0.52% |
VTWG Vanguard Russell 2000 Growth ETF | 0.77% | 0.79% | 0.71% | 0.54% | 0.48% | 0.72% | 0.72% | 0.64% | 0.96% | 0.72% | 0.62% | 0.56% |
Drawdowns
VIOG vs. VTWG - Drawdown Comparison
The maximum VIOG drawdown since its inception was -41.73%, roughly equal to the maximum VTWG drawdown of -42.07%. Use the drawdown chart below to compare losses from any high point for VIOG and VTWG. For additional features, visit the drawdowns tool.
Volatility
VIOG vs. VTWG - Volatility Comparison
The current volatility for Vanguard S&P Small-Cap 600 Growth ETF (VIOG) is 4.94%, while Vanguard Russell 2000 Growth ETF (VTWG) has a volatility of 5.53%. This indicates that VIOG experiences smaller price fluctuations and is considered to be less risky than VTWG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.