VSGIX vs. IWM
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and iShares Russell 2000 ETF (IWM).
VSGIX is managed by Vanguard. It was launched on May 24, 2000. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGIX or IWM.
Correlation
The correlation between VSGIX and IWM is 0.95, 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
VSGIX vs. IWM - Performance Comparison
Key characteristics
VSGIX:
1.16
IWM:
0.88
VSGIX:
1.66
IWM:
1.36
VSGIX:
1.20
IWM:
1.16
VSGIX:
1.00
IWM:
0.99
VSGIX:
5.20
IWM:
3.91
VSGIX:
4.05%
IWM:
4.47%
VSGIX:
18.05%
IWM:
19.87%
VSGIX:
-58.66%
IWM:
-59.05%
VSGIX:
-4.22%
IWM:
-6.50%
Returns By Period
In the year-to-date period, VSGIX achieves a 3.87% return, which is significantly higher than IWM's 2.27% return. Over the past 10 years, VSGIX has outperformed IWM with an annualized return of 8.98%, while IWM has yielded a comparatively lower 7.77% annualized return.
VSGIX
3.87%
0.28%
13.11%
17.55%
7.37%
8.98%
IWM
2.27%
0.23%
5.68%
13.37%
7.46%
7.77%
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VSGIX vs. IWM - Expense Ratio Comparison
VSGIX has a 0.06% expense ratio, which is lower than IWM's 0.19% expense ratio. Despite the difference, 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
VSGIX vs. IWM — Risk-Adjusted Performance Rank
VSGIX
IWM
VSGIX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and iShares Russell 2000 ETF (IWM). 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
VSGIX vs. IWM - Dividend Comparison
VSGIX's dividend yield for the trailing twelve months is around 0.53%, less than IWM's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.53% | 0.55% | 0.69% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% | 1.02% |
IWM iShares Russell 2000 ETF | 1.12% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
VSGIX vs. IWM - Drawdown Comparison
The maximum VSGIX drawdown since its inception was -58.66%, roughly equal to the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for VSGIX and IWM. For additional features, visit the drawdowns tool.
Volatility
VSGIX vs. IWM - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a higher volatility of 4.57% compared to iShares Russell 2000 ETF (IWM) at 4.09%. This indicates that VSGIX's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.