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VISGX vs. VISVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VISGX vs. VISVX

Last updated May 12, 2025

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 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

VISGX vs. VISVX - 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 Value Index Fund (VISVX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

VISGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VISVX

YTD

-5.71%

1M

8.34%

6M

-11.19%

1Y

0.76%

5Y*

16.78%

10Y*

7.51%

*Annualized

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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%.

VISGX
Vanguard Small Cap Growth Index Fund
VISVX
Vanguard Small Cap Value Index Fund

Risk-Adjusted Performance

VISGX vs. VISVX — 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
VISVX
The Risk-Adjusted Performance Rank of VISVX is 2929
Overall Rank
The Sharpe Ratio Rank of VISVX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of VISVX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of VISVX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of VISVX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of VISVX is 2828
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. 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.

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Dividends

VISGX vs. VISVX - Dividend Comparison

VISGX has not paid dividends to shareholders, while VISVX's dividend yield for the trailing twelve months is around 2.14%.

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%
VISVX
Vanguard Small Cap Value Index Fund		2.14%1.86%2.00%1.90%1.63%1.58%1.95%2.20%1.68%1.66%1.85%1.62%

Drawdowns

VISGX vs. VISVX - Drawdown Comparison

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Volatility

VISGX vs. VISVX - Volatility Comparison

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