DRGTX vs. VWUAX
Compare and contrast key facts about Virtus Technology Fund (DRGTX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
DRGTX is managed by Allianz Global Investors. It was launched on Dec 26, 1995. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRGTX or VWUAX.
Key characteristics
| DRGTX | VWUAX | |
|---|---|---|
| YTD Return | 35.22% | 30.98% |
| 1Y Return | 51.27% | 45.28% |
| 3Y Return (Ann) | -8.00% | 2.56% |
| 5Y Return (Ann) | 4.58% | 17.09% |
| 10Y Return (Ann) | 2.50% | 14.91% |
| Sharpe Ratio | 2.13 | 2.46 |
| Sortino Ratio | 2.70 | 3.17 |
| Omega Ratio | 1.37 | 1.44 |
| Calmar Ratio | 1.02 | 1.70 |
| Martin Ratio | 10.31 | 14.45 |
| Ulcer Index | 4.84% | 3.16% |
| Daily Std Dev | 23.42% | 18.62% |
| Max Drawdown | -83.33% | -50.37% |
| Current Drawdown | -22.42% | 0.00% |
Correlation
The correlation between DRGTX and VWUAX is 0.90, 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
DRGTX vs. VWUAX - Performance Comparison
In the year-to-date period, DRGTX achieves a 35.22% return, which is significantly higher than VWUAX's 30.98% return. Over the past 10 years, DRGTX has underperformed VWUAX with an annualized return of 2.50%, while VWUAX has yielded a comparatively higher 14.91% annualized 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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DRGTX vs. VWUAX - Expense Ratio Comparison
DRGTX has a 1.16% expense ratio, which is higher than VWUAX's 0.28% expense ratio.
Risk-Adjusted Performance
DRGTX vs. VWUAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Technology Fund (DRGTX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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
DRGTX vs. VWUAX - Dividend Comparison
DRGTX has not paid dividends to shareholders, while VWUAX's dividend yield for the trailing twelve months is around 0.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRGTX Virtus Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.28% | 0.37% | 0.49% | 0.08% | 0.13% | 0.47% | 0.53% | 0.40% | 0.57% | 0.65% | 0.81% | 0.53% |
Drawdowns
DRGTX vs. VWUAX - Drawdown Comparison
The maximum DRGTX drawdown since its inception was -83.33%, which is greater than VWUAX's maximum drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for DRGTX and VWUAX. For additional features, visit the drawdowns tool.
Volatility
DRGTX vs. VWUAX - Volatility Comparison
Virtus Technology Fund (DRGTX) has a higher volatility of 6.71% compared to Vanguard U.S. Growth Fund Admiral Shares (VWUAX) at 5.27%. This indicates that DRGTX's price experiences larger fluctuations and is considered to be riskier than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.