VIOG vs. WGROX
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Growth ETF (VIOG) and Wasatch Core Growth Fund (WGROX).
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. WGROX is managed by Wasatch. It was launched on Dec 8, 1986.
Performance
VIOG vs. WGROX - Performance Comparison
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VIOG vs. WGROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 3.68% | 5.40% | 9.23% | 16.92% | -21.14% | 22.49% | 19.68% | 21.16% | -4.57% | 14.70% |
WGROX Wasatch Core Growth Fund | -8.56% | -10.37% | 13.13% | 33.43% | -30.86% | 20.76% | 36.73% | 33.31% | -3.75% | 24.29% |
Returns By Period
In the year-to-date period, VIOG achieves a 3.68% return, which is significantly higher than WGROX's -8.56% return. Both investments have delivered pretty close results over the past 10 years, with VIOG having a 9.98% annualized return and WGROX not far behind at 9.85%.
VIOG
- 1D
- 0.84%
- 1M
- -4.45%
- YTD
- 3.68%
- 6M
- 3.73%
- 1Y
- 18.36%
- 3Y*
- 11.06%
- 5Y*
- 3.33%
- 10Y*
- 9.98%
WGROX
- 1D
- -1.04%
- 1M
- -10.76%
- YTD
- -8.56%
- 6M
- -11.35%
- 1Y
- -9.24%
- 3Y*
- 4.35%
- 5Y*
- -0.44%
- 10Y*
- 9.85%
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VIOG vs. WGROX - Expense Ratio Comparison
VIOG has a 0.15% expense ratio, which is lower than WGROX's 1.17% expense ratio.
Return for Risk
VIOG vs. WGROX — Risk / Return Rank
VIOG
WGROX
VIOG vs. WGROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Growth ETF (VIOG) and Wasatch Core Growth Fund (WGROX). 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.
| VIOG | WGROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | -0.39 | +1.23 |
Sortino ratioReturn per unit of downside risk | 1.32 | -0.42 | +1.75 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.95 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | -0.72 | +2.06 |
Martin ratioReturn relative to average drawdown | 5.42 | -1.99 | +7.41 |
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
| VIOG | WGROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | -0.39 | +1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | -0.02 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.43 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.54 | +0.03 |
Correlation
The correlation between VIOG and WGROX is 0.89, 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
VIOG vs. WGROX - Dividend Comparison
VIOG's dividend yield for the trailing twelve months is around 0.93%, less than WGROX's 9.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 0.93% | 1.04% | 1.03% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% |
WGROX Wasatch Core Growth Fund | 9.35% | 8.55% | 9.22% | 0.00% | 0.71% | 16.82% | 7.21% | 10.73% | 10.14% | 6.24% | 0.15% | 12.70% |
Drawdowns
VIOG vs. WGROX - Drawdown Comparison
The maximum VIOG drawdown since its inception was -41.73%, smaller than the maximum WGROX drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for VIOG and WGROX.
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Drawdown Indicators
| VIOG | WGROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.73% | -61.61% | +19.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -15.89% | +2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -29.15% | -40.16% | +11.01% |
Max Drawdown (10Y)Largest decline over 10 years | -41.73% | -40.16% | -1.57% |
Current DrawdownCurrent decline from peak | -5.05% | -25.82% | +20.77% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -9.86% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 5.73% | -2.30% |
Volatility
VIOG vs. WGROX - Volatility Comparison
Vanguard S&P Small-Cap 600 Growth ETF (VIOG) has a higher volatility of 7.22% compared to Wasatch Core Growth Fund (WGROX) at 6.43%. This indicates that VIOG's price experiences larger fluctuations and is considered to be riskier than WGROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIOG | WGROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.22% | 6.43% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 13.07% | 13.64% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.01% | 23.90% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 22.87% | -1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.82% | 23.23% | -0.41% |