VSGIX vs. NBGNX
VSGIX (Vanguard Small-Cap Growth Index Fund Institutional Shares) and NBGNX (Neuberger Berman Genesis Fund) are both Small Cap Growth Equities funds. Over the past 10 years, VSGIX returned 10.77%/yr vs 9.36%/yr for NBGNX. Their correlation of 0.92 means they have usually moved in the same direction. VSGIX charges 0.06%/yr vs 0.99%/yr for NBGNX.
Performance
VSGIX vs. NBGNX - Performance Comparison
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Returns By Period
In the year-to-date period, VSGIX achieves a 13.37% return, which is significantly higher than NBGNX's 12.58% return. Over the past 10 years, VSGIX has outperformed NBGNX with an annualized return of 10.77%, while NBGNX has yielded a comparatively lower 9.36% annualized return.
VSGIX
- 1D
- 2.22%
- 1M
- -4.69%
- 6M
- 9.37%
- YTD
- 13.37%
- 1Y
- 23.57%
- 3Y*
- 13.22%
- 5Y*
- 4.18%
- 10Y*
- 10.77%
- ALL TIME*
- 9.29%
NBGNX
- 1D
- 0.53%
- 1M
- -0.53%
- 6M
- 7.03%
- YTD
- 12.58%
- 1Y
- 12.79%
- 3Y*
- 5.60%
- 5Y*
- 2.83%
- 10Y*
- 9.36%
- ALL TIME*
- 11.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VSGIX vs. NBGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 13.37% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% | 32.77% | -5.70% | 21.94% |
NBGNX Neuberger Berman Genesis Fund | 12.58% | -4.70% | 9.04% | 15.57% | -19.49% | 18.07% | 24.86% | 29.47% | -6.91% | 15.83% |
Correlation
The correlation between VSGIX and NBGNX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since May 24, 2000 | 0.92 |
The correlation between VSGIX and NBGNX shifts across timeframes, from 0.76 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VSGIX vs. NBGNX — Risk / Return Rank
VSGIX
NBGNX
VSGIX vs. NBGNX - 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 Neuberger Berman Genesis Fund (NBGNX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VSGIX | NBGNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 0.89 | +0.88 |
| Martin ratioReturn relative to average drawdown | 6.04 | 2.38 | +3.66 |
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Drawdowns
VSGIX vs. NBGNX - Drawdown Comparison
The maximum VSGIX drawdown since its inception was -58.66%, which is greater than NBGNX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for VSGIX and NBGNX.
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Drawdown Indicators
| VSGIX | NBGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.66% | -51.75% | -6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -10.77% | -0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -27.47% | -27.51% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -28.33% | -10.03% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -34.53% | -4.17% |
Current DrawdownCurrent decline from peak | -6.65% | -4.11% | -2.54% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -7.15% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 4.04% | -0.69% |
Volatility
VSGIX vs. NBGNX - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a higher volatility of 5.23% compared to Neuberger Berman Genesis Fund (NBGNX) at 3.76%. This indicates that VSGIX's price experiences larger fluctuations and is considered to be riskier than NBGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSGIX | NBGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 3.76% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 16.14% | 11.36% | +4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.71% | 16.30% | +4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 19.70% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.03% | 20.20% | +2.83% |
VSGIX vs. NBGNX - Expense Ratio Comparison
VSGIX has a 0.06% expense ratio, which is lower than NBGNX's 0.99% expense ratio.
Dividends
VSGIX vs. NBGNX - Dividend Comparison
VSGIX's dividend yield for the trailing twelve months is around 0.45%, less than NBGNX's 14.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 14.53% | 16.36% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.45% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
Frequently Asked Questions
VSGIX and NBGNX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VSGIX has higher volatility (5.23%) compared to NBGNX (3.76%). In terms of maximum drawdown, VSGIX dropped -58.66% vs NBGNX's -51.75%.
VSGIX currently has the higher Sharpe Ratio (0.97 vs 0.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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