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VSGAX vs. VIGAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VSGAX vs. VIGAX - Performance Comparison

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

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VSGAX vs. VIGAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VSGAX
Vanguard Small-Cap Growth Index Fund Admiral Shares
-3.92%8.44%14.94%23.04%-28.39%5.70%35.26%32.76%-5.69%21.92%
VIGAX
Vanguard Growth Index Fund Admiral Shares
-13.83%19.43%32.67%46.76%-33.14%27.26%40.18%37.23%-3.35%27.80%

Returns By Period

In the year-to-date period, VSGAX achieves a -3.92% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, VSGAX has underperformed VIGAX with an annualized return of 9.98%, while VIGAX has yielded a comparatively higher 15.56% annualized return.


VSGAX

1D
-1.76%
1M
-9.44%
YTD
-3.92%
6M
-2.46%
1Y
15.66%
3Y*
10.85%
5Y*
1.69%
10Y*
9.98%

VIGAX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.72%
3Y*
19.56%
5Y*
10.93%
10Y*
15.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VSGAX vs. VIGAX - Expense Ratio Comparison

VSGAX has a 0.07% expense ratio, which is higher than VIGAX's 0.05% 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%.


Return for Risk

VSGAX vs. VIGAX — Risk / Return Rank

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

VSGAX
VSGAX Risk / Return Rank: 3030
Overall Rank
VSGAX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
VSGAX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VSGAX Omega Ratio Rank: 2626
Omega Ratio Rank
VSGAX Calmar Ratio Rank: 3232
Calmar Ratio Rank
VSGAX Martin Ratio Rank: 3333
Martin Ratio Rank

VIGAX
VIGAX Risk / Return Rank: 2626
Overall Rank
VIGAX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGAX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGAX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGAX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VSGAX vs. VIGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.


VSGAXVIGAXDifference

Sharpe ratio

Return per unit of total volatility

0.63

0.61

+0.01

Sortino ratio

Return per unit of downside risk

1.04

1.04

0.00

Omega ratio

Gain probability vs. loss probability

1.14

1.15

-0.01

Calmar ratio

Return relative to maximum drawdown

0.87

0.66

+0.21

Martin ratio

Return relative to average drawdown

3.51

2.37

+1.14

VSGAX vs. VIGAX - Sharpe Ratio Comparison

The current VSGAX Sharpe Ratio is 0.63, which is comparable to the VIGAX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of VSGAX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VSGAXVIGAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

0.61

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

0.49

-0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.73

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.43

+0.08

Correlation

The correlation between VSGAX and VIGAX is 0.84, 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.


Dividends

VSGAX vs. VIGAX - Dividend Comparison

VSGAX's dividend yield for the trailing twelve months is around 0.54%, more than VIGAX's 0.46% yield.


TTM20252024202320222021202020192018201720162015
VSGAX
Vanguard Small-Cap Growth Index Fund Admiral Shares
0.54%0.54%0.54%0.67%0.55%0.36%0.44%0.57%0.79%0.81%1.08%0.98%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.46%0.40%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%

Drawdowns

VSGAX vs. VIGAX - Drawdown Comparison

The maximum VSGAX drawdown since its inception was -38.70%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for VSGAX and VIGAX.


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Drawdown Indicators


VSGAXVIGAXDifference

Max Drawdown

Largest peak-to-trough decline

-38.70%

-50.66%

+11.96%

Max Drawdown (1Y)

Largest decline over 1 year

-14.50%

-16.51%

+2.01%

Max Drawdown (5Y)

Largest decline over 5 years

-38.36%

-35.63%

-2.73%

Max Drawdown (10Y)

Largest decline over 10 years

-38.70%

-35.63%

-3.07%

Current Drawdown

Current decline from peak

-11.37%

-16.51%

+5.14%

Average Drawdown

Average peak-to-trough decline

-8.64%

-12.02%

+3.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.59%

4.57%

-0.98%

Volatility

VSGAX vs. VIGAX - Volatility Comparison

Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a higher volatility of 7.60% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.52%. This indicates that VSGAX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VSGAXVIGAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.60%

5.52%

+2.08%

Volatility (6M)

Calculated over the trailing 6-month period

15.11%

12.10%

+3.01%

Volatility (1Y)

Calculated over the trailing 1-year period

24.20%

22.69%

+1.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.49%

22.30%

+1.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.90%

21.49%

+1.41%