VISGX vs. VTSAX
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VISGX is managed by Vanguard. It was launched on May 21, 1998. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISGX or VTSAX.
Correlation
The correlation between VISGX and VTSAX is 0.91, 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. VTSAX - Performance Comparison
Key characteristics
VISGX:
0.78
VTSAX:
1.64
VISGX:
1.15
VTSAX:
2.22
VISGX:
1.14
VTSAX:
1.30
VISGX:
0.66
VTSAX:
2.51
VISGX:
3.43
VTSAX:
9.89
VISGX:
4.11%
VTSAX:
2.17%
VISGX:
18.21%
VTSAX:
13.13%
VISGX:
-58.74%
VTSAX:
-55.34%
VISGX:
-8.11%
VTSAX:
-2.38%
Returns By Period
In the year-to-date period, VISGX achieves a -0.34% return, which is significantly lower than VTSAX's 2.13% return. Over the past 10 years, VISGX has underperformed VTSAX with an annualized return of 8.40%, while VTSAX has yielded a comparatively higher 12.39% annualized return.
VISGX
-0.34%
-5.27%
6.45%
13.14%
6.59%
8.40%
VTSAX
2.13%
-1.57%
7.23%
19.07%
13.47%
12.39%
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VISGX vs. VTSAX - Expense Ratio Comparison
VISGX has a 0.19% expense ratio, which is higher than VTSAX's 0.04% 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. VTSAX — Risk-Adjusted Performance Rank
VISGX
VTSAX
VISGX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.42%, less than VTSAX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.42% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.23% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
VISGX vs. VTSAX - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for VISGX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
VISGX vs. VTSAX - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 5.34% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.51%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.