VSGIX vs. VTTSX

In the year-to-date period, VSGIX achieves a -6.50% return, which is significantly lower than VTTSX's 4.18% return. Over the past 10 years, VSGIX has underperformed VTTSX with an annualized return of 7.67%, while VTTSX has yielded a comparatively higher 8.22% annualized return.

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VSGIX has a 0.06% expense ratio, which is lower than VTTSX's 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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.

The current VSGIX Sharpe Ratio is 0.20, which is lower than the VTTSX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of VSGIX and VTTSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSGIX's dividend yield for the trailing twelve months is around 0.58%, less than VTTSX's 2.11% yield.

The maximum VSGIX drawdown since its inception was -58.66%, which is greater than VTTSX's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for VSGIX and VTTSX.

Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a higher volatility of 6.01% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 2.98%. This indicates that VSGIX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.