EGFIX vs. VOOG
Compare and contrast key facts about Edgewood Growth Fund (EGFIX) and Vanguard S&P 500 Growth ETF (VOOG).
EGFIX is managed by Edgewood. It was launched on Feb 28, 2006. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGFIX or VOOG.
Key characteristics
EGFIX | VOOG | |
---|---|---|
YTD Return | 17.19% | 27.66% |
1Y Return | 37.65% | 41.27% |
3Y Return (Ann) | -1.41% | 8.27% |
5Y Return (Ann) | 13.58% | 17.56% |
10Y Return (Ann) | 13.79% | 14.99% |
Sharpe Ratio | 2.18 | 2.34 |
Daily Std Dev | 17.34% | 16.83% |
Max Drawdown | -52.01% | -32.73% |
Current Drawdown | -7.23% | -1.57% |
Correlation
The correlation between EGFIX and VOOG is 0.91, 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
EGFIX vs. VOOG - Performance Comparison
In the year-to-date period, EGFIX achieves a 17.19% return, which is significantly lower than VOOG's 27.66% return. Over the past 10 years, EGFIX has underperformed VOOG with an annualized return of 13.79%, while VOOG has yielded a comparatively higher 14.99% 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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EGFIX vs. VOOG - Expense Ratio Comparison
EGFIX has a 1.00% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
EGFIX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and Vanguard S&P 500 Growth ETF (VOOG). 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
EGFIX vs. VOOG - Dividend Comparison
EGFIX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.69%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Edgewood Growth Fund | 0.00% | 0.00% | 15.16% | 5.77% | 5.79% | 0.28% | 4.96% | 1.30% | 2.15% | 3.26% | 0.00% | 1.25% |
Vanguard S&P 500 Growth ETF | 0.69% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
EGFIX vs. VOOG - Drawdown Comparison
The maximum EGFIX drawdown since its inception was -52.01%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for EGFIX and VOOG. For additional features, visit the drawdowns tool.
Volatility
EGFIX vs. VOOG - Volatility Comparison
The current volatility for Edgewood Growth Fund (EGFIX) is 4.95%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.67%. This indicates that EGFIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.