CASY vs. VUG

Last updated Jun 16, 2026

CASY (Casey's General Stores, Inc.) is a stock, while VUG (Vanguard Growth ETF) is Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index. Over the past 10 years, CASY returned 23.10%/yr vs 18.30%/yr for VUG. At a 0.42 correlation, their price movements are largely independent.

Performance

CASY vs. VUG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Casey's General Stores, Inc. (CASY) and Vanguard Growth ETF (VUG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CASY achieves a 58.10% return, which is significantly higher than VUG's 7.94% return. Over the past 10 years, CASY has outperformed VUG with an annualized return of 23.10%, while VUG has yielded a comparatively lower 18.30% annualized return.

CASY

• 1D: -2.54%
• 1M: 2.30%
• YTD: 58.10%
• 6M: 59.77%
• 1Y: 73.01%
• 3Y*: 59.16%
• 5Y*: 34.38%
• 10Y*: 23.10%

VUG

• 1D: 2.81%
• 1M: 0.27%
• YTD: 7.94%
• 6M: 9.17%
• 1Y: 26.29%
• 3Y*: 24.04%
• 5Y*: 14.43%
• 10Y*: 18.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CASY vs. VUG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CASY Casey's General Stores, Inc.	58.10%	40.12%	45.01%	23.27%	14.49%	11.25%	13.24%	25.12%	15.59%	-4.99%
VUG Vanguard Growth ETF	7.94%	19.40%	32.69%	46.83%	-33.16%	27.35%	40.25%	37.03%	-3.32%	27.72%

Correlation

The correlation between CASY and VUG is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.09
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (10Y) Calculated over the trailing 10-year period	0.31
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004	0.42

Over the past year, the correlation between CASY and VUG has dropped to 0.09 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

Return for Risk

CASY vs. VUG — Risk / Return Rank

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

CASY

CASY Risk / Return Rank: 93
CASY Sharpe Ratio Rank: 92
CASY Sortino Ratio Rank: 95
CASY Omega Ratio Rank: 93
CASY Calmar Ratio Rank: 91
CASY Martin Ratio Rank: 95

VUG

VUG Risk / Return Rank: 44
VUG Sharpe Ratio Rank: 51
VUG Sortino Ratio Rank: 48
VUG Omega Ratio Rank: 49
VUG Calmar Ratio Rank: 35
VUG Martin Ratio Rank: 38

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CASY vs. VUG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Casey's General Stores, Inc. (CASY) and Vanguard Growth ETF (VUG). 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.

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.

	CASY	VUG	Difference
Sharpe ratio: Return per unit of total volatility	2.36	1.59	+0.78
Sortino ratio: Return per unit of downside risk	3.96	2.16	+1.80
Omega ratio: Gain probability vs. loss probability	1.48	1.28	+0.20
Calmar ratio: Return relative to maximum drawdown	4.57	1.60	+2.97
Martin ratio: Return relative to average drawdown	18.05	5.50	+12.56

CASY vs. VUG - Sharpe Ratio Comparison

The current CASY Sharpe Ratio is 2.36, which is higher than the VUG Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of CASY and VUG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CASY vs. VUG - Drawdown Comparison

The maximum CASY drawdown since its inception was -74.32%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for CASY and VUG.

Drawdown Indicators

	CASY	VUG	Difference
Max Drawdown Largest peak-to-trough decline	-74.32%	-50.68%	-23.64%
Max Drawdown (1Y) Largest decline over 1 year	-16.07%	-16.53%	+0.46%
Max Drawdown (3Y) Largest decline over 3 years	-16.07%	-22.85%	+6.78%
Max Drawdown (5Y) Largest decline over 5 years	-17.13%	-35.61%	+18.48%
Max Drawdown (10Y) Largest decline over 10 years	-33.41%	-35.61%	+2.20%
Current Drawdown Current decline from peak	-4.79%	-2.90%	-1.89%
Average Drawdown Average peak-to-trough decline	-15.15%	-7.09%	-8.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.06%	4.79%	-0.73%

Volatility

CASY vs. VUG - Volatility Comparison

Casey's General Stores, Inc. (CASY) has a higher volatility of 20.80% compared to Vanguard Growth ETF (VUG) at 6.32%. This indicates that CASY's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CASY	VUG	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.80%	6.32%	+14.48%
Volatility (6M) Calculated over the trailing 6-month period	25.73%	13.28%	+12.45%
Volatility (1Y) Calculated over the trailing 1-year period	31.11%	16.65%	+14.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.82%	22.34%	+5.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.15%	21.51%	+6.64%

Dividends

CASY vs. VUG - Dividend Comparison

CASY's dividend yield for the trailing twelve months is around 0.26%, less than VUG's 0.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CASY Casey's General Stores, Inc.	0.26%	0.39%	0.47%	0.59%	0.65%	0.69%	0.72%	0.77%	0.86%	0.89%	0.77%	0.70%
VUG Vanguard Growth ETF	0.38%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.14%	1.39%	1.30%

Frequently Asked Questions

Can I hold both CASY and VUG in my portfolio?

CASY and VUG have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CASY or VUG?

CASY has higher volatility (20.80%) compared to VUG (6.32%). In terms of maximum drawdown, CASY dropped -74.32% vs VUG's -50.68%.

Which has better risk-adjusted returns?

CASY currently has the higher Sharpe Ratio (2.36 vs 1.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.