PortfoliosLab logo
VSGAX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VSGAX and VIGAX is 0.86, 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

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.

200.00%300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
284.99%
636.37%
VSGAX
VIGAX

Key characteristics

Sharpe Ratio

VSGAX:

0.06

VIGAX:

0.57

Sortino Ratio

VSGAX:

0.26

VIGAX:

0.95

Omega Ratio

VSGAX:

1.03

VIGAX:

1.13

Calmar Ratio

VSGAX:

0.05

VIGAX:

0.62

Martin Ratio

VSGAX:

0.18

VIGAX:

2.23

Ulcer Index

VSGAX:

8.15%

VIGAX:

6.42%

Daily Std Dev

VSGAX:

24.59%

VIGAX:

25.26%

Max Drawdown

VSGAX:

-38.70%

VIGAX:

-50.66%

Current Drawdown

VSGAX:

-18.53%

VIGAX:

-11.79%

Returns By Period

In the year-to-date period, VSGAX achieves a -11.64% return, which is significantly lower than VIGAX's -8.10% return. Over the past 10 years, VSGAX has underperformed VIGAX with an annualized return of 7.04%, while VIGAX has yielded a comparatively higher 14.23% annualized return.


VSGAX

YTD

-11.64%

1M

-5.24%

6M

-7.81%

1Y

2.10%

5Y*

8.74%

10Y*

7.04%

VIGAX

YTD

-8.10%

1M

-1.55%

6M

-3.80%

1Y

15.10%

5Y*

17.27%

10Y*

14.23%

*Annualized

Compare stocks, funds, or ETFs

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


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%.


Expense ratio chart for VSGAX: current value is 0.07%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VSGAX: 0.07%
Expense ratio chart for VIGAX: current value is 0.05%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIGAX: 0.05%

Risk-Adjusted Performance

VSGAX vs. VIGAX — Risk-Adjusted Performance Rank

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

VSGAX
The Risk-Adjusted Performance Rank of VSGAX is 2626
Overall Rank
The Sharpe Ratio Rank of VSGAX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of VSGAX is 2828
Sortino Ratio Rank
The Omega Ratio Rank of VSGAX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of VSGAX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of VSGAX is 2525
Martin Ratio Rank

VIGAX
The Risk-Adjusted Performance Rank of VIGAX is 6464
Overall Rank
The Sharpe Ratio Rank of VIGAX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGAX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of VIGAX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of VIGAX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of VIGAX 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.

VSGAX vs. VIGAX - Risk-Adjusted Performance 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.


The chart of Sharpe ratio for VSGAX, currently valued at 0.06, compared to the broader market-1.000.001.002.003.00
VSGAX: 0.06
VIGAX: 0.57
The chart of Sortino ratio for VSGAX, currently valued at 0.26, compared to the broader market-2.000.002.004.006.008.00
VSGAX: 0.26
VIGAX: 0.95
The chart of Omega ratio for VSGAX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.00
VSGAX: 1.03
VIGAX: 1.13
The chart of Calmar ratio for VSGAX, currently valued at 0.05, compared to the broader market0.002.004.006.008.0010.00
VSGAX: 0.05
VIGAX: 0.62
The chart of Martin ratio for VSGAX, currently valued at 0.18, compared to the broader market0.0010.0020.0030.0040.0050.00
VSGAX: 0.18
VIGAX: 2.23

The current VSGAX Sharpe Ratio is 0.06, which is lower than the VIGAX Sharpe Ratio of 0.57. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.06
0.57
VSGAX
VIGAX

Dividends

VSGAX vs. VIGAX - Dividend Comparison

VSGAX's dividend yield for the trailing twelve months is around 0.61%, more than VIGAX's 0.51% yield.


TTM20242023202220212020201920182017201620152014
VSGAX
Vanguard Small-Cap Growth Index Fund Admiral Shares
0.61%0.54%0.68%0.55%0.36%0.44%0.57%0.79%0.81%1.08%0.98%1.01%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.51%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.21%

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. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-18.53%
-11.79%
VSGAX
VIGAX

Volatility

VSGAX vs. VIGAX - Volatility Comparison

The current volatility for Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) is 15.91%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 17.11%. This indicates that VSGAX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.91%
17.11%
VSGAX
VIGAX