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VIVIX vs. VIGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VIVIX and VIGIX is 0.80, 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.


-0.50.00.51.00.8

Performance

VIVIX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Value Index Fund Institutional Shares (VIVIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
4.53%
10.35%
VIVIX
VIGIX

Key characteristics

Sharpe Ratio

VIVIX:

1.66

VIGIX:

1.49

Sortino Ratio

VIVIX:

2.37

VIGIX:

2.00

Omega Ratio

VIVIX:

1.29

VIGIX:

1.27

Calmar Ratio

VIVIX:

2.38

VIGIX:

2.07

Martin Ratio

VIVIX:

7.16

VIGIX:

7.84

Ulcer Index

VIVIX:

2.46%

VIGIX:

3.42%

Daily Std Dev

VIVIX:

10.60%

VIGIX:

17.98%

Max Drawdown

VIVIX:

-59.30%

VIGIX:

-57.17%

Current Drawdown

VIVIX:

-2.42%

VIGIX:

-2.70%

Returns By Period

In the year-to-date period, VIVIX achieves a 4.16% return, which is significantly higher than VIGIX's 1.37% return. Over the past 10 years, VIVIX has underperformed VIGIX with an annualized return of 10.27%, while VIGIX has yielded a comparatively higher 15.40% annualized return.


VIVIX

YTD

4.16%

1M

0.19%

6M

4.53%

1Y

16.06%

5Y*

10.84%

10Y*

10.27%

VIGIX

YTD

1.37%

1M

-2.03%

6M

10.35%

1Y

23.18%

5Y*

16.89%

10Y*

15.40%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VIVIX vs. VIGIX - Expense Ratio Comparison

Both VIVIX and VIGIX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


VIVIX
Vanguard Value Index Fund Institutional Shares
Expense ratio chart for VIVIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%
Expense ratio chart for VIGIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

VIVIX vs. VIGIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIVIX
The Risk-Adjusted Performance Rank of VIVIX is 8282
Overall Rank
The Sharpe Ratio Rank of VIVIX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of VIVIX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of VIVIX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of VIVIX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of VIVIX is 7878
Martin Ratio Rank

VIGIX
The Risk-Adjusted Performance Rank of VIGIX is 7979
Overall Rank
The Sharpe Ratio Rank of VIGIX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 7575
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 8585
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 8181
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.

VIVIX vs. VIGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Institutional Shares (VIVIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


Sharpe ratio
The chart of Sharpe ratio for VIVIX, currently valued at 1.66, compared to the broader market-1.000.001.002.003.004.001.661.49
The chart of Sortino ratio for VIVIX, currently valued at 2.37, compared to the broader market0.002.004.006.008.0010.0012.002.372.00
The chart of Omega ratio for VIVIX, currently valued at 1.29, compared to the broader market1.002.003.004.001.291.27
The chart of Calmar ratio for VIVIX, currently valued at 2.38, compared to the broader market0.005.0010.0015.0020.002.382.07
The chart of Martin ratio for VIVIX, currently valued at 7.16, compared to the broader market0.0020.0040.0060.0080.007.167.84
VIVIX
VIGIX

The current VIVIX Sharpe Ratio is 1.66, which is comparable to the VIGIX Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of VIVIX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.66
1.49
VIVIX
VIGIX

Dividends

VIVIX vs. VIGIX - Dividend Comparison

VIVIX's dividend yield for the trailing twelve months is around 2.22%, more than VIGIX's 0.46% yield.


TTM20242023202220212020201920182017201620152014
VIVIX
Vanguard Value Index Fund Institutional Shares
2.22%2.31%2.46%2.52%2.14%2.56%2.50%2.73%2.30%2.46%2.61%2.23%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.46%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%

Drawdowns

VIVIX vs. VIGIX - Drawdown Comparison

The maximum VIVIX drawdown since its inception was -59.30%, roughly equal to the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for VIVIX and VIGIX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.42%
-2.70%
VIVIX
VIGIX

Volatility

VIVIX vs. VIGIX - Volatility Comparison

The current volatility for Vanguard Value Index Fund Institutional Shares (VIVIX) is 2.69%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.16%. This indicates that VIVIX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
2.69%
5.16%
VIVIX
VIGIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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