VUG vs. APGZX

In the year-to-date period, VUG achieves a -8.15% return, which is significantly lower than APGZX's -7.24% return.

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VUG has a 0.04% expense ratio, which is lower than APGZX's 0.52% expense ratio.

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.

The current VUG Sharpe Ratio is 0.57, which is higher than the APGZX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of VUG and APGZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VUG's dividend yield for the trailing twelve months is around 0.52%, more than APGZX's 0.10% yield.

The maximum VUG drawdown since its inception was -50.68%, which is greater than APGZX's maximum drawdown of -35.56%. Use the drawdown chart below to compare losses from any high point for VUG and APGZX. For additional features, visit the drawdowns tool.

Vanguard Growth ETF (VUG) has a higher volatility of 16.77% compared to AB Large Cap Growth Fund Class Z (APGZX) at 14.67%. 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.