VMGAX vs. VOO

In the year-to-date period, VMGAX achieves a -5.68% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, VMGAX has outperformed VOO with an annualized return of 15.52%, while VOO has yielded a comparatively lower 12.42% annualized return.

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VMGAX has a 0.06% expense ratio, which is higher than VOO's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) and Vanguard S&P 500 ETF (VOO). 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.

The current VMGAX Sharpe Ratio is 0.54, which is comparable to the VOO Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of VMGAX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMGAX's dividend yield for the trailing twelve months is around 0.48%, less than VOO's 1.34% yield.

The maximum VMGAX drawdown since its inception was -48.61%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VMGAX and VOO. For additional features, visit the drawdowns tool.

Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) has a higher volatility of 8.74% compared to Vanguard S&P 500 ETF (VOO) at 6.83%. This indicates that VMGAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.