VSIAX vs. VSGAX

In the year-to-date period, VSIAX achieves a -4.04% return, which is significantly higher than VSGAX's -5.50% return. Both investments have delivered pretty close results over the past 10 years, with VSIAX having a 7.81% annualized return and VSGAX not far behind at 7.71%.

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Both VSIAX and VSGAX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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 VSIAX Sharpe Ratio is 0.19, which is comparable to the VSGAX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of VSIAX and VSGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSIAX's dividend yield for the trailing twelve months is around 2.23%, more than VSGAX's 0.57% yield.

The maximum VSIAX drawdown since its inception was -45.39%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for VSIAX and VSGAX.

Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) have volatilities of 6.29% and 6.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.