Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 16.48% 25.28% 14.12% 5.44% 10.71% 11.21% NA
Data as of 06/09/2026, Common starting date is 09/09/2010
More Performance Analytics Comparison
Name Start Date End Date
VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 09/09/2010 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.31 25.28 14.12 5.44 10.71 11.21 NA 16.48 5.41 9.23 16.92 -21.13 22.49 19.67 21.15 -4.57 14.69 21.38 2.97 3.75 42.85 13.53 3.61 24.43
Sharpe Ratio NA 1.31 0.58 0.13 0.40 NA NA 1.88 0.12 0.29 0.70 -0.83 1.08 0.45 1.25 -0.32 1.13 1.25 0.18 0.23 3.18 0.86 0.13 7.02
Standard Deviation(%) NA 17.61 19.97 21.47 22.95 NA NA 18.60 21.99 19.50 19.03 27.39 20.77 42.78 15.69 18.58 12.44 16.93 15.98 16.02 13.45 15.72 27.40 14.35
Draw Down(%) NA 9.04 27.34 29.15 41.74 NA NA 9.04 23.16 10.12 14.59 27.44 8.94 39.99 9.06 27.25 6.13 13.59 11.98 12.35 5.58 11.18 26.55 2.84
Yield(%) 0.00 1.03 1.26 0.67 1.26 1.82 1.83 0.19 1.08 1.13 0.67 0.91 0.85 0.80 1.30 0.72 0.98 1.14 1.07 0.75 0.72 1.27 0.54 0.62
Data as of 06/09/2026, Common starting date is 09/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VIOG (Vanguard S&P Small-Cap 600 Growth ETF) -2.47%
Mar 2017 – Mar 2020
2.20%
Mar 2015 – Mar 2020
7.37%
Oct 2013 – Oct 2023
10.15%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 21.52%
Sep 2011 – Sep 2014
18.04%
Feb 2016 – Feb 2021
16.08%
Sep 2011 – Sep 2021
11.26%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return