VUG vs. APGZX
Compare and contrast key facts about Vanguard Growth ETF (VUG) and AB Large Cap Growth Fund Class Z (APGZX).
VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUG or APGZX.
Key characteristics
| VUG | APGZX | |
|---|---|---|
| YTD Return | 11.33% | 13.05% |
| 1Y Return | 36.57% | 33.64% |
| 3Y Return (Ann) | 9.96% | 9.60% |
| 5Y Return (Ann) | 17.44% | 16.78% |
| Sharpe Ratio | 2.39 | 2.33 |
| Daily Std Dev | 15.55% | 14.62% |
| Max Drawdown | -50.68% | -33.87% |
| Current Drawdown | -0.18% | -1.49% |
Correlation
The correlation between VUG and APGZX is 0.96, 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.
Performance
VUG vs. APGZX - Performance Comparison
In the year-to-date period, VUG achieves a 11.33% return, which is significantly lower than APGZX's 13.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VUG vs. APGZX - Expense Ratio Comparison
VUG has a 0.04% expense ratio, which is lower than APGZX's 0.52% expense ratio.
Risk-Adjusted Performance
VUG vs. APGZX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth ETF (VUG) and AB Large Cap Growth Fund Class Z (APGZX). 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
VUG vs. APGZX - Dividend Comparison
VUG's dividend yield for the trailing twelve months is around 0.53%, less than APGZX's 1.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG Vanguard Growth ETF | 0.53% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
APGZX AB Large Cap Growth Fund Class Z | 1.50% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 8.62% | 0.00% | 0.00% |
Drawdowns
VUG vs. APGZX - Drawdown Comparison
The maximum VUG drawdown since its inception was -50.68%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for VUG and APGZX. For additional features, visit the drawdowns tool.
Volatility
VUG vs. APGZX - Volatility Comparison
Vanguard Growth ETF (VUG) has a higher volatility of 5.00% compared to AB Large Cap Growth Fund Class Z (APGZX) at 4.71%. This indicates that VUG's price experiences larger fluctuations and is considered to be riskier than APGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.