VSGAX vs. VSIAX
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
VSGAX is managed by Vanguard. It was launched on Sep 27, 2011. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGAX or VSIAX.
Correlation
The correlation between VSGAX and VSIAX 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.
Performance
VSGAX vs. VSIAX - Performance Comparison
Key characteristics
VSGAX:
1.11
VSIAX:
0.88
VSGAX:
1.58
VSIAX:
1.33
VSGAX:
1.19
VSIAX:
1.16
VSGAX:
0.89
VSIAX:
1.61
VSGAX:
5.51
VSIAX:
4.61
VSGAX:
3.76%
VSIAX:
3.16%
VSGAX:
18.70%
VSIAX:
16.45%
VSGAX:
-38.70%
VSIAX:
-45.39%
VSGAX:
-6.65%
VSIAX:
-8.09%
Returns By Period
In the year-to-date period, VSGAX achieves a 17.94% return, which is significantly higher than VSIAX's 12.55% return. Over the past 10 years, VSGAX has outperformed VSIAX with an annualized return of 9.19%, while VSIAX has yielded a comparatively lower 8.67% annualized return.
VSGAX
17.94%
-2.96%
14.43%
17.69%
7.91%
9.19%
VSIAX
12.55%
-5.46%
10.09%
12.46%
9.95%
8.67%
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VSGAX vs. VSIAX - Expense Ratio Comparison
Both VSGAX and VSIAX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSGAX vs. VSIAX - 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 Small-Cap Value Index Fund Admiral Shares (VSIAX). 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. VSIAX - Dividend Comparison
VSGAX's dividend yield for the trailing twelve months is around 0.39%, less than VSIAX's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.39% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% | 0.65% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.42% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
Drawdowns
VSGAX vs. VSIAX - Drawdown Comparison
The maximum VSGAX drawdown since its inception was -38.70%, smaller than the maximum VSIAX drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for VSGAX and VSIAX. For additional features, visit the drawdowns tool.
Volatility
VSGAX vs. VSIAX - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a higher volatility of 6.34% compared to Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) at 5.24%. This indicates that VSGAX's price experiences larger fluctuations and is considered to be riskier than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.