VMGIX vs. VGT

In the year-to-date period, VMGIX achieves a 7.15% return, which is significantly higher than VGT's -0.69% return. Over the past 10 years, VMGIX has underperformed VGT with an annualized return of 10.27%, while VGT has yielded a comparatively higher 20.05% annualized return.

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VMGIX has a 0.19% expense ratio, which is higher than VGT's 0.10% 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 Mid-Cap Growth Index Fund (VMGIX) and Vanguard Information Technology ETF (VGT). 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 VMGIX Sharpe Ratio is 0.78, which is higher than the VGT Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of VMGIX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMGIX's dividend yield for the trailing twelve months is around 0.53%, more than VGT's 0.52% yield.

The maximum VMGIX drawdown since its inception was -60.20%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VMGIX and VGT. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Mid-Cap Growth Index Fund (VMGIX) is 6.12%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.68%. This indicates that VMGIX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.