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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGAX or VOO.
Key characteristics
| VSGAX | VOO | |
|---|---|---|
| YTD Return | 9.03% | 19.30% |
| 1Y Return | 19.45% | 28.36% |
| 3Y Return (Ann) | -2.81% | 10.06% |
| 5Y Return (Ann) | 7.60% | 15.26% |
| 10Y Return (Ann) | 8.61% | 12.92% |
| Sharpe Ratio | 0.96 | 2.26 |
| Daily Std Dev | 19.76% | 12.63% |
| Max Drawdown | -38.70% | -33.99% |
| Current Drawdown | -12.55% | -0.28% |
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.
Performance
VSGAX vs. VOO - Performance Comparison
In the year-to-date period, VSGAX achieves a 9.03% return, which is significantly lower than VOO's 19.30% return. Over the past 10 years, VSGAX has underperformed VOO with an annualized return of 8.61%, while VOO has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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%.
Risk-Adjusted Performance
VSGAX vs. VOO - 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 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.
Dividends
VSGAX vs. VOO - Dividend Comparison
VSGAX's dividend yield for the trailing twelve months is around 0.67%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.67% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% | 0.65% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
VSGAX vs. VOO - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a higher volatility of 5.78% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. 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.