VSGIX vs. BOSOX
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Boston Trust Small Cap Fund (BOSOX).
VSGIX is managed by Vanguard. It was launched on May 24, 2000. BOSOX is managed by Boston Trust Walden.
Performance
VSGIX vs. BOSOX - Performance Comparison
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VSGIX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | -3.91% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% | 32.77% | -5.70% | 21.94% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
The year-to-date returns for both stocks are quite close, with VSGIX having a -3.91% return and BOSOX slightly lower at -4.10%. Over the past 10 years, VSGIX has outperformed BOSOX with an annualized return of 9.99%, while BOSOX has yielded a comparatively lower 9.28% annualized return.
VSGIX
- 1D
- -1.76%
- 1M
- -9.43%
- YTD
- -3.91%
- 6M
- -2.46%
- 1Y
- 15.68%
- 3Y*
- 10.86%
- 5Y*
- 1.70%
- 10Y*
- 9.99%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
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VSGIX vs. BOSOX - Expense Ratio Comparison
VSGIX has a 0.06% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
VSGIX vs. BOSOX — Risk / Return Rank
VSGIX
BOSOX
VSGIX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Boston Trust Small Cap Fund (BOSOX). 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.
| VSGIX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | -0.13 | +0.76 |
Sortino ratioReturn per unit of downside risk | 1.04 | -0.05 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.99 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | -0.33 | +1.20 |
Martin ratioReturn relative to average drawdown | 3.51 | -1.03 | +4.54 |
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
| VSGIX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | -0.13 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.20 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.48 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.41 | -0.04 |
Correlation
The correlation between VSGIX and BOSOX is 0.90, 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
VSGIX vs. BOSOX - Dividend Comparison
VSGIX's dividend yield for the trailing twelve months is around 0.56%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.56% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
VSGIX vs. BOSOX - Drawdown Comparison
The maximum VSGIX drawdown since its inception was -58.66%, which is greater than BOSOX's maximum drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for VSGIX and BOSOX.
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Drawdown Indicators
| VSGIX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.66% | -51.32% | -7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.50% | -11.89% | -2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -22.36% | -16.00% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -36.79% | -1.91% |
Current DrawdownCurrent decline from peak | -11.38% | -16.07% | +4.69% |
Average DrawdownAverage peak-to-trough decline | -11.40% | -7.26% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.82% | -0.23% |
Volatility
VSGIX vs. BOSOX - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a higher volatility of 7.60% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that VSGIX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSGIX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 4.10% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 15.12% | 10.48% | +4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 18.96% | +5.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 17.82% | +5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 19.56% | +3.32% |