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VVIAX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VVIAX and VIGAX is 0.82, 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.


-0.50.00.51.00.8

Performance

VVIAX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Value Index Fund Admiral Shares (VVIAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
6.50%
10.57%
VVIAX
VIGAX

Key characteristics

Sharpe Ratio

VVIAX:

2.01

VIGAX:

1.94

Sortino Ratio

VVIAX:

2.81

VIGAX:

2.55

Omega Ratio

VVIAX:

1.36

VIGAX:

1.35

Calmar Ratio

VVIAX:

2.88

VIGAX:

2.66

Martin Ratio

VVIAX:

8.94

VIGAX:

10.11

Ulcer Index

VVIAX:

2.38%

VIGAX:

3.41%

Daily Std Dev

VVIAX:

10.57%

VIGAX:

17.74%

Max Drawdown

VVIAX:

-59.32%

VIGAX:

-50.66%

Current Drawdown

VVIAX:

-3.31%

VIGAX:

-2.74%

Returns By Period

In the year-to-date period, VVIAX achieves a 3.20% return, which is significantly higher than VIGAX's 1.33% return. Over the past 10 years, VVIAX has underperformed VIGAX with an annualized return of 10.56%, while VIGAX has yielded a comparatively higher 16.11% annualized return.


VVIAX

YTD

3.20%

1M

4.01%

6M

7.01%

1Y

20.90%

5Y*

10.37%

10Y*

10.56%

VIGAX

YTD

1.33%

1M

0.93%

6M

12.32%

1Y

32.63%

5Y*

17.49%

10Y*

16.11%

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VVIAX vs. VIGAX - Expense Ratio Comparison

Both VVIAX and VIGAX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


VVIAX
Vanguard Value Index Fund Admiral Shares
Expense ratio chart for VVIAX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%
Expense ratio chart for VIGAX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Risk-Adjusted Performance

VVIAX vs. VIGAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VVIAX
The Risk-Adjusted Performance Rank of VVIAX is 8686
Overall Rank
The Sharpe Ratio Rank of VVIAX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of VVIAX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of VVIAX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of VVIAX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of VVIAX is 8181
Martin Ratio Rank

VIGAX
The Risk-Adjusted Performance Rank of VIGAX is 8585
Overall Rank
The Sharpe Ratio Rank of VIGAX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGAX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of VIGAX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of VIGAX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of VIGAX is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VVIAX vs. VIGAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Admiral Shares (VVIAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.


Sharpe ratio
The chart of Sharpe ratio for VVIAX, currently valued at 2.01, compared to the broader market-1.000.001.002.003.004.002.011.94
The chart of Sortino ratio for VVIAX, currently valued at 2.81, compared to the broader market0.005.0010.002.812.55
The chart of Omega ratio for VVIAX, currently valued at 1.36, compared to the broader market1.002.003.004.001.361.35
The chart of Calmar ratio for VVIAX, currently valued at 2.88, compared to the broader market0.005.0010.0015.0020.002.882.66
The chart of Martin ratio for VVIAX, currently valued at 8.94, compared to the broader market0.0020.0040.0060.0080.008.9410.11
VVIAX
VIGAX

The current VVIAX Sharpe Ratio is 2.01, which is comparable to the VIGAX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of VVIAX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
2.01
1.94
VVIAX
VIGAX

Dividends

VVIAX vs. VIGAX - Dividend Comparison

VVIAX's dividend yield for the trailing twelve months is around 2.23%, more than VIGAX's 0.45% yield.


TTM20242023202220212020201920182017201620152014
VVIAX
Vanguard Value Index Fund Admiral Shares
2.23%2.30%2.45%2.51%2.14%2.54%2.49%2.72%2.29%2.45%2.60%2.83%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.45%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.60%

Drawdowns

VVIAX vs. VIGAX - Drawdown Comparison

The maximum VVIAX drawdown since its inception was -59.32%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for VVIAX and VIGAX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-3.31%
-2.74%
VVIAX
VIGAX

Volatility

VVIAX vs. VIGAX - Volatility Comparison

The current volatility for Vanguard Value Index Fund Admiral Shares (VVIAX) is 4.22%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 6.38%. This indicates that VVIAX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
4.22%
6.38%
VVIAX
VIGAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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