PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
VISGX vs. VB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VISGX vs. VB

Last updated May 12, 2025

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 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

VISGX vs. VB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Small-Cap ETF (VB). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

VISGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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%.

VISGX
Vanguard Small Cap Growth Index Fund
VB
Vanguard Small-Cap ETF

Risk-Adjusted Performance

VISGX vs. VB — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VISGX
The Risk-Adjusted Performance Rank of VISGX is 3030
Overall Rank
The Sharpe Ratio Rank of VISGX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of VISGX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of VISGX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of VISGX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of VISGX is 2929
Martin Ratio Rank
VB
The Risk-Adjusted Performance Rank of VB is 2525
Overall Rank
The Sharpe Ratio Rank of VB is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of VB is 2626
Sortino Ratio Rank
The Omega Ratio Rank of VB is 2525
Omega Ratio Rank
The Calmar Ratio Rank of VB is 2525
Calmar Ratio Rank
The Martin Ratio Rank of VB is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

No data
No data
No data
No data
No data

Loading data...

Dividends

VISGX vs. VB - Dividend Comparison

VISGX has not paid dividends to shareholders, while VB's dividend yield for the trailing twelve months is around 1.51%.

TTM20242023202220212020201920182017201620152014
VISGX
Vanguard Small Cap Growth Index Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VB
Vanguard Small-Cap ETF		1.51%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VISGX vs. VB - Drawdown Comparison

Loading data...

Volatility

VISGX vs. VB - Volatility Comparison

Loading data...