VSGIX vs. VWELX
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Vanguard Wellington Fund Investor Shares (VWELX).
VSGIX is managed by Vanguard. It was launched on May 24, 2000. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
VSGIX vs. VWELX - Performance Comparison
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VSGIX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.27% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% | 32.77% | -5.70% | 21.94% |
VWELX Vanguard Wellington Fund Investor Shares | -3.35% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, VSGIX achieves a 0.27% return, which is significantly higher than VWELX's -3.35% return. Over the past 10 years, VSGIX has outperformed VWELX with an annualized return of 10.46%, while VWELX has yielded a comparatively lower 9.32% annualized return.
VSGIX
- 1D
- 4.35%
- 1M
- -6.40%
- YTD
- 0.27%
- 6M
- 1.50%
- 1Y
- 20.19%
- 3Y*
- 12.44%
- 5Y*
- 2.17%
- 10Y*
- 10.46%
VWELX
- 1D
- 2.02%
- 1M
- -3.95%
- YTD
- -3.35%
- 6M
- -0.44%
- 1Y
- 14.14%
- 3Y*
- 12.65%
- 5Y*
- 7.58%
- 10Y*
- 9.32%
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VSGIX vs. VWELX - Expense Ratio Comparison
VSGIX has a 0.06% expense ratio, which is lower than VWELX's 0.24% 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%.
Return for Risk
VSGIX vs. VWELX — Risk / Return Rank
VSGIX
VWELX
VSGIX vs. VWELX - 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 Wellington Fund Investor Shares (VWELX). 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 | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.23 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.81 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.88 | -0.49 |
Martin ratioReturn relative to average drawdown | 5.56 | 8.47 | -2.91 |
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 | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.23 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.69 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.81 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.82 | -0.45 |
Correlation
The correlation between VSGIX and VWELX is 0.81, 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. VWELX - Dividend Comparison
VSGIX's dividend yield for the trailing twelve months is around 0.53%, less than VWELX's 11.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.53% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
VWELX Vanguard Wellington Fund Investor Shares | 11.92% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
VSGIX vs. VWELX - Drawdown Comparison
The maximum VSGIX drawdown since its inception was -58.66%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VSGIX and VWELX.
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Drawdown Indicators
| VSGIX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.66% | -36.12% | -22.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.50% | -8.03% | -6.47% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -20.88% | -17.48% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -25.33% | -13.37% |
Current DrawdownCurrent decline from peak | -7.52% | -4.90% | -2.62% |
Average DrawdownAverage peak-to-trough decline | -11.40% | -3.93% | -7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 1.78% | +1.84% |
Volatility
VSGIX vs. VWELX - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a higher volatility of 8.87% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 4.07%. This indicates that VSGIX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSGIX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.87% | 4.07% | +4.80% |
Volatility (6M)Calculated over the trailing 6-month period | 15.71% | 6.66% | +9.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.53% | 11.88% | +12.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.56% | 11.12% | +12.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.92% | 11.50% | +11.42% |