VSGIX vs. VB
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Vanguard Small-Cap ETF (VB).
VSGIX is managed by Vanguard. It was launched on May 24, 2000. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
VSGIX vs. VB - Performance Comparison
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VSGIX vs. VB - 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% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, VSGIX achieves a -3.91% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, VSGIX has underperformed VB with an annualized return of 9.99%, while VB has yielded a comparatively higher 10.51% 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%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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VSGIX vs. VB - Expense Ratio Comparison
VSGIX has a 0.06% expense ratio, which is higher than VB's 0.05% 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%.
Return for Risk
VSGIX vs. VB — Risk / Return Rank
VSGIX
VB
VSGIX vs. VB - 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 Vanguard Small-Cap ETF (VB). 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 | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.91 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.41 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.39 | -0.52 |
Martin ratioReturn relative to average drawdown | 3.51 | 5.97 | -2.45 |
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 | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.91 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.26 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.49 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.42 | -0.05 |
Correlation
The correlation between VSGIX and VB is 0.96, 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. VB - Dividend Comparison
VSGIX's dividend yield for the trailing twelve months is around 0.56%, less than VB's 1.34% 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% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
VSGIX vs. VB - Drawdown Comparison
The maximum VSGIX drawdown since its inception was -58.66%, roughly equal to the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for VSGIX and VB.
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Drawdown Indicators
| VSGIX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.66% | -59.56% | +0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -14.50% | -14.29% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -28.15% | -10.21% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -42.05% | +3.35% |
Current DrawdownCurrent decline from peak | -11.38% | -6.08% | -5.30% |
Average DrawdownAverage peak-to-trough decline | -11.40% | -8.49% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.32% | +0.27% |
Volatility
VSGIX vs. VB - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a higher volatility of 7.60% compared to Vanguard Small-Cap ETF (VB) at 6.84%. This indicates that VSGIX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSGIX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 6.84% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 15.12% | 12.60% | +2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 21.86% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 20.78% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 21.40% | +1.48% |