DHLAX vs. VUG
Compare and contrast key facts about Diamond Hill Large Cap Fund (DHLAX) and Vanguard Growth ETF (VUG).
DHLAX is managed by Diamond Hill. It was launched on Jun 29, 2001. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHLAX or VUG.
Correlation
The correlation between DHLAX and VUG is 0.81, 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
DHLAX vs. VUG - Performance Comparison
Key characteristics
DHLAX:
0.19
VUG:
2.21
DHLAX:
0.32
VUG:
2.85
DHLAX:
1.05
VUG:
1.40
DHLAX:
0.17
VUG:
2.96
DHLAX:
0.67
VUG:
11.57
DHLAX:
4.01%
VUG:
3.32%
DHLAX:
14.33%
VUG:
17.38%
DHLAX:
-54.91%
VUG:
-50.68%
DHLAX:
-14.59%
VUG:
-2.59%
Returns By Period
In the year-to-date period, DHLAX achieves a 0.28% return, which is significantly lower than VUG's 1.48% return. Over the past 10 years, DHLAX has underperformed VUG with an annualized return of 4.75%, while VUG has yielded a comparatively higher 16.29% annualized return.
DHLAX
0.28%
-13.21%
-3.61%
2.83%
2.96%
4.75%
VUG
1.48%
-0.96%
7.79%
39.05%
18.60%
16.29%
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DHLAX vs. VUG - Expense Ratio Comparison
DHLAX has a 0.96% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
DHLAX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Large Cap Fund (DHLAX) 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.
Dividends
DHLAX vs. VUG - Dividend Comparison
DHLAX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.46%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHLAX Diamond Hill Large Cap Fund | 0.00% | 0.00% | 0.74% | 1.16% | 0.60% | 0.61% | 0.91% | 1.14% | 0.77% | 1.04% | 0.82% | 0.85% |
VUG Vanguard Growth ETF | 0.46% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
DHLAX vs. VUG - Drawdown Comparison
The maximum DHLAX drawdown since its inception was -54.91%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for DHLAX and VUG. For additional features, visit the drawdowns tool.
Volatility
DHLAX vs. VUG - Volatility Comparison
Diamond Hill Large Cap Fund (DHLAX) has a higher volatility of 9.44% compared to Vanguard Growth ETF (VUG) at 5.61%. This indicates that DHLAX'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.