VISGX vs. VISVX
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Small Cap Value Index Fund (VISVX).
VISGX is managed by Vanguard. It was launched on May 21, 1998. VISVX is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on May 21, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISGX or VISVX.
Correlation
The correlation between VISGX and VISVX is 0.90, 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. VISVX - Performance Comparison
Key characteristics
VISGX:
1.06
VISVX:
1.08
VISGX:
1.52
VISVX:
1.61
VISGX:
1.18
VISVX:
1.20
VISGX:
0.90
VISVX:
1.78
VISGX:
4.68
VISVX:
4.40
VISGX:
4.07%
VISVX:
3.89%
VISGX:
17.98%
VISVX:
15.86%
VISGX:
-58.74%
VISVX:
-62.15%
VISGX:
-3.47%
VISVX:
-5.23%
Returns By Period
In the year-to-date period, VISGX achieves a 4.69% return, which is significantly higher than VISVX's 3.26% return. Both investments have delivered pretty close results over the past 10 years, with VISGX having a 8.91% annualized return and VISVX not far behind at 8.65%.
VISGX
4.69%
1.08%
15.06%
18.34%
7.36%
8.91%
VISVX
3.26%
0.06%
7.81%
15.79%
10.40%
8.65%
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VISGX vs. VISVX - Expense Ratio Comparison
Both VISGX and VISVX have an expense ratio of 0.19%, 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
VISGX vs. VISVX — Risk-Adjusted Performance Rank
VISGX
VISVX
VISGX vs. VISVX - 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 Value Index Fund (VISVX). 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. VISVX - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.40%, less than VISVX's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.40% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
VISVX Vanguard Small Cap Value Index Fund | 1.80% | 1.86% | 2.00% | 1.91% | 1.64% | 1.58% | 1.95% | 2.20% | 1.68% | 1.66% | 1.85% | 1.62% |
Drawdowns
VISGX vs. VISVX - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, smaller than the maximum VISVX drawdown of -62.15%. Use the drawdown chart below to compare losses from any high point for VISGX and VISVX. For additional features, visit the drawdowns tool.
Volatility
VISGX vs. VISVX - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 4.59% compared to Vanguard Small Cap Value Index Fund (VISVX) at 3.49%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than VISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.