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.
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
Key characteristics
DRGTX:
1.66
VWUAX:
1.45
DRGTX:
2.18
VWUAX:
1.86
DRGTX:
1.30
VWUAX:
1.28
DRGTX:
0.88
VWUAX:
0.96
DRGTX:
8.13
VWUAX:
8.86
DRGTX:
4.88%
VWUAX:
3.33%
DRGTX:
23.99%
VWUAX:
20.43%
DRGTX:
-83.33%
VWUAX:
-51.75%
DRGTX:
-19.82%
VWUAX:
-6.95%
Returns By Period
In the year-to-date period, DRGTX achieves a 39.76% return, which is significantly higher than VWUAX's 29.36% return. Over the past 10 years, DRGTX has underperformed VWUAX with an annualized return of 4.34%, while VWUAX has yielded a comparatively higher 9.66% annualized return.
DRGTX
39.76%
3.76%
14.61%
39.82%
7.25%
4.34%
VWUAX
29.36%
-1.38%
10.35%
29.51%
11.50%
9.66%
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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
Neither DRGTX nor VWUAX has paid dividends to shareholders.
| 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 | 0.00% | 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 -51.75%. 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
The current volatility for Virtus Technology Fund (DRGTX) is 6.78%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 9.61%. This indicates that DRGTX experiences smaller price fluctuations and is considered to be less risky than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.