- Issuer
- Vanguard
- Inception Date
- Nov 14, 2025
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
VUSG Performance Chart
Vanguard Wellington U.S. Growth Active ETF (VUSG) is up 4.4% since the beginning of the year. VUSG is currently trading at $64 per share.
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Returns By Period
Vanguard Wellington U.S. Growth Active ETF
- 1D
- -1.33%
- 1M
- -1.52%
- YTD
- 4.39%
- 6M
- 3.94%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
VUSG Monthly Returns History
Based on dividend-adjusted daily data since Nov 18, 2025, VUSG's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.
Historically, 38% of months were positive and 63% were negative. The best month was Apr 2026 with a return of +14.0%, while the worst month was Mar 2026 at -4.8%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 4 months.
On a daily basis, VUSG closed higher 54% of trading days. The best single day was Mar 31, 2026 with a return of +4.2%, while the worst single day was Jun 5, 2026 at -3.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.77% | -4.24% | -4.83% | 13.99% | 5.52% | -4.02% | 4.39% | ||||||
| 2025 | 3.46% | -0.81% | 2.62% |
Benchmark Metrics
Vanguard Wellington U.S. Growth Active ETF has an annualized alpha of -12.95%, beta of 1.36, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since November 18, 2025.
- This ETF participated in 170.73% of S&P 500 Index downside but only 115.64% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -12.95% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -12.95%
- Beta
- 1.36
- R²
- 0.86
- Upside Capture
- 115.64%
- Downside Capture
- 170.73%
Expense Ratio
VUSG has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VUSG | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.78 | — |
| Martin ratioReturn relative to average drawdown | — | 12.44 | — |
Dividends
Dividend History
Vanguard Wellington U.S. Growth Active ETF provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $0.01 | $0.01 |
Dividend yield | 0.02% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Wellington U.S. Growth Active ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Wellington U.S. Growth Active ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Wellington U.S. Growth Active ETF was 15.14%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.
The current Vanguard Wellington U.S. Growth Active ETF drawdown is 5.10%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 correction2026 | -15.14%Mar 2026 | 2mo 16d | 18d | 3mo 4dJan 2026 - Apr 2026 |
2026 pullback2026 | -8.16%Jun 2026 | 8d | — | 21d 8hJun 2026 - now |
2025 pullback2025 | -4.94%Dec 2025 | 6d | 26d | 1mo 2dDec 2025 - Jan 2026 |
2026 pullback2026 | -3.01%May 2026 | 4d | 9d | 13dMay 2026 - May 2026 |
2025 pullback2025 | -2.07%Nov 2025 | 0s | 4d | 4dNov 2025 - Nov 2025 |
Drawdown Indicators
| VUSG | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.14% | -56.78% | +41.64% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -5.10% | -1.80% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -3.62% | -10.71% | +7.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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