VISGX vs. VB
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Small-Cap ETF (VB).
VISGX is managed by Vanguard. It was launched on May 21, 1998. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISGX or VB.
Correlation
The correlation between VISGX and VB is 0.97, 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
VISGX vs. VB - Performance Comparison
Key characteristics
VISGX:
0.91
VB:
0.94
VISGX:
1.33
VB:
1.39
VISGX:
1.16
VB:
1.17
VISGX:
0.77
VB:
1.78
VISGX:
3.99
VB:
4.07
VISGX:
4.08%
VB:
3.78%
VISGX:
17.95%
VB:
16.38%
VISGX:
-58.74%
VB:
-59.57%
VISGX:
-5.15%
VB:
-5.58%
Returns By Period
In the year-to-date period, VISGX achieves a 2.87% return, which is significantly higher than VB's 2.41% return. Both investments have delivered pretty close results over the past 10 years, with VISGX having a 8.73% annualized return and VB not far ahead at 8.97%.
VISGX
2.87%
-2.43%
12.42%
18.82%
7.27%
8.73%
VB
2.41%
-2.60%
8.71%
16.70%
9.49%
8.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VISGX vs. VB - Expense Ratio Comparison
VISGX has a 0.19% expense ratio, which is higher than VB's 0.05% 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
VISGX vs. VB — Risk-Adjusted Performance Rank
VISGX
VB
VISGX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Small-Cap ETF (VB). 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
VISGX vs. VB - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.41%, less than VB's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.41% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
VB Vanguard Small-Cap ETF | 1.27% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
VISGX vs. VB - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, roughly equal to the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for VISGX and VB. For additional features, visit the drawdowns tool.
Volatility
VISGX vs. VB - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 4.37% compared to Vanguard Small-Cap ETF (VB) at 3.50%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.