VSGAX vs. VOO
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) and Vanguard S&P 500 ETF (VOO).
VSGAX is managed by Vanguard. It was launched on Sep 27, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
VSGAX vs. VOO - Performance Comparison
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VSGAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VSGAX achieves a -3.92% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, VSGAX has underperformed VOO with an annualized return of 9.98%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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VSGAX vs. VOO - Expense Ratio Comparison
VSGAX has a 0.07% 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%.
Return for Risk
VSGAX vs. VOO — Risk / Return Rank
VSGAX
VOO
VSGAX vs. VOO - 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 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.
| VSGAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.98 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.50 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.53 | -0.66 |
Martin ratioReturn relative to average drawdown | 3.51 | 7.29 | -3.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSGAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.98 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.70 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.78 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.83 | -0.32 |
Correlation
The correlation between VSGAX and VOO 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.
Dividends
VSGAX vs. VOO - Dividend Comparison
VSGAX's dividend yield for the trailing twelve months is around 0.54%, less than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
VSGAX vs. VOO - Drawdown Comparison
The maximum VSGAX drawdown since its inception was -38.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSGAX and VOO.
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Drawdown Indicators
| VSGAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.70% | -33.99% | -4.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.50% | -11.98% | -2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -24.52% | -13.84% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -33.99% | -4.71% |
Current DrawdownCurrent decline from peak | -11.37% | -6.29% | -5.08% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -3.72% | -4.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.52% | +1.07% |
Volatility
VSGAX vs. VOO - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a higher volatility of 7.60% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that VSGAX'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.
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Volatility by Period
| VSGAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 5.29% | +2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 15.11% | 9.44% | +5.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 18.10% | +6.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 16.82% | +6.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.90% | 17.99% | +4.91% |