VSTSX vs. VIGIX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
VSTSX is managed by Vanguard. It was launched on Jun 27, 2016. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTSX or VIGIX.
Performance
VSTSX vs. VIGIX - Performance Comparison
Returns By Period
In the year-to-date period, VSTSX achieves a 26.31% return, which is significantly lower than VIGIX's 30.61% return.
VSTSX
26.31%
4.04%
14.05%
33.69%
15.23%
N/A
VIGIX
30.61%
4.25%
14.07%
36.05%
19.12%
15.52%
Key characteristics
VSTSX | VIGIX | |
---|---|---|
Sharpe Ratio | 2.68 | 2.12 |
Sortino Ratio | 3.58 | 2.75 |
Omega Ratio | 1.49 | 1.39 |
Calmar Ratio | 3.93 | 2.79 |
Martin Ratio | 17.13 | 10.96 |
Ulcer Index | 1.97% | 3.29% |
Daily Std Dev | 12.55% | 17.01% |
Max Drawdown | -52.42% | -57.17% |
Current Drawdown | -0.28% | -1.06% |
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VSTSX vs. VIGIX - Expense Ratio Comparison
VSTSX has a 0.01% expense ratio, which is lower than VIGIX's 0.04% 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%.
Correlation
The correlation between VSTSX and VIGIX is 0.93, 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.
Risk-Adjusted Performance
VSTSX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
Dividends
VSTSX vs. VIGIX - Dividend Comparison
VSTSX's dividend yield for the trailing twelve months is around 1.26%, more than VIGIX's 0.49% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.26% | 1.44% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 1.11% | 0.00% | 0.00% | 0.00% |
Vanguard Growth Index Fund Institutional Shares | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
VSTSX vs. VIGIX - Drawdown Comparison
The maximum VSTSX drawdown since its inception was -52.42%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for VSTSX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
VSTSX vs. VIGIX - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) is 4.18%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.21%. This indicates that VSTSX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.