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

Correlation

The correlation between VSCPX and VIGIX is 0.88, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

VSCPX vs. VIGIX - Performance Comparison

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

200.00%300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
272.34%
620.37%
VSCPX
VIGIX

Key characteristics

Sharpe Ratio

VSCPX:

0.03

VIGIX:

0.57

Sortino Ratio

VSCPX:

0.20

VIGIX:

0.95

Omega Ratio

VSCPX:

1.03

VIGIX:

1.13

Calmar Ratio

VSCPX:

0.03

VIGIX:

0.62

Martin Ratio

VSCPX:

0.10

VIGIX:

2.24

Ulcer Index

VSCPX:

7.40%

VIGIX:

6.42%

Daily Std Dev

VSCPX:

22.35%

VIGIX:

25.34%

Max Drawdown

VSCPX:

-41.81%

VIGIX:

-57.17%

Current Drawdown

VSCPX:

-17.06%

VIGIX:

-11.79%

Returns By Period

In the year-to-date period, VSCPX achieves a -10.17% return, which is significantly lower than VIGIX's -8.09% return. Over the past 10 years, VSCPX has underperformed VIGIX with an annualized return of 7.38%, while VIGIX has yielded a comparatively higher 14.24% annualized return.


VSCPX

YTD

-10.17%

1M

-5.48%

6M

-8.32%

1Y

1.37%

5Y*

13.21%

10Y*

7.38%

VIGIX

YTD

-8.09%

1M

-1.56%

6M

-3.80%

1Y

15.11%

5Y*

17.28%

10Y*

14.24%

*Annualized

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VSCPX vs. VIGIX - Expense Ratio Comparison

VSCPX has a 0.03% expense ratio, which is lower than VIGIX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Expense ratio chart for VIGIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIGIX: 0.04%
Expense ratio chart for VSCPX: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VSCPX: 0.03%

Risk-Adjusted Performance

VSCPX vs. VIGIX — Risk-Adjusted Performance Rank

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

VSCPX
The Risk-Adjusted Performance Rank of VSCPX is 2424
Overall Rank
The Sharpe Ratio Rank of VSCPX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of VSCPX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of VSCPX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of VSCPX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of VSCPX is 2323
Martin Ratio Rank

VIGIX
The Risk-Adjusted Performance Rank of VIGIX is 6464
Overall Rank
The Sharpe Ratio Rank of VIGIX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 6161
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.

VSCPX vs. VIGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) 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.


The chart of Sharpe ratio for VSCPX, currently valued at 0.03, compared to the broader market-1.000.001.002.003.00
VSCPX: 0.03
VIGIX: 0.57
The chart of Sortino ratio for VSCPX, currently valued at 0.20, compared to the broader market-2.000.002.004.006.008.00
VSCPX: 0.20
VIGIX: 0.95
The chart of Omega ratio for VSCPX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.00
VSCPX: 1.03
VIGIX: 1.13
The chart of Calmar ratio for VSCPX, currently valued at 0.03, compared to the broader market0.002.004.006.008.0010.00
VSCPX: 0.03
VIGIX: 0.62
The chart of Martin ratio for VSCPX, currently valued at 0.10, compared to the broader market0.0010.0020.0030.0040.0050.00
VSCPX: 0.10
VIGIX: 2.24

The current VSCPX Sharpe Ratio is 0.03, which is lower than the VIGIX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of VSCPX 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.03
0.57
VSCPX
VIGIX

Dividends

VSCPX vs. VIGIX - Dividend Comparison

VSCPX's dividend yield for the trailing twelve months is around 1.59%, more than VIGIX's 0.52% yield.


TTM20242023202220212020201920182017201620152014
VSCPX
Vanguard Small-Cap Index Fund Institutional Plus Shares
1.59%1.32%1.57%1.56%1.26%1.16%1.41%1.69%1.37%1.52%1.51%1.46%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.52%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%

Drawdowns

VSCPX vs. VIGIX - Drawdown Comparison

The maximum VSCPX drawdown since its inception was -41.81%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for VSCPX and VIGIX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.06%
-11.79%
VSCPX
VIGIX

Volatility

VSCPX vs. VIGIX - Volatility Comparison

The current volatility for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) is 14.81%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 17.11%. This indicates that VSCPX 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.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
14.81%
17.11%
VSCPX
VIGIX