GCTIX vs. VUG
Compare and contrast key facts about Goldman Sachs U.S. Tax-Managed Equity Fund (GCTIX) and Vanguard Growth ETF (VUG).
GCTIX is managed by Blackrock. It was launched on Apr 3, 2000. 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: GCTIX or VUG.
Correlation
The correlation between GCTIX and VUG is 0.94, 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
GCTIX vs. VUG - Performance Comparison
Key characteristics
GCTIX:
1.47
VUG:
1.52
GCTIX:
2.02
VUG:
2.05
GCTIX:
1.27
VUG:
1.27
GCTIX:
2.30
VUG:
2.08
GCTIX:
8.40
VUG:
7.88
GCTIX:
2.51%
VUG:
3.42%
GCTIX:
14.30%
VUG:
17.76%
GCTIX:
-57.34%
VUG:
-50.68%
GCTIX:
-2.02%
VUG:
-1.32%
Returns By Period
In the year-to-date period, GCTIX achieves a 3.25% return, which is significantly higher than VUG's 2.80% return. Over the past 10 years, GCTIX has underperformed VUG with an annualized return of 11.25%, while VUG has yielded a comparatively higher 15.72% annualized return.
GCTIX
3.25%
3.77%
11.38%
20.02%
13.10%
11.25%
VUG
2.80%
3.58%
16.11%
26.30%
17.02%
15.72%
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GCTIX vs. VUG - Expense Ratio Comparison
GCTIX has a 0.75% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
GCTIX vs. VUG — Risk-Adjusted Performance Rank
GCTIX
VUG
GCTIX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs U.S. Tax-Managed Equity Fund (GCTIX) 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
GCTIX vs. VUG - Dividend Comparison
GCTIX's dividend yield for the trailing twelve months is around 0.40%, less than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCTIX Goldman Sachs U.S. Tax-Managed Equity Fund | 0.40% | 0.42% | 0.52% | 0.71% | 0.42% | 0.70% | 0.68% | 0.11% | 0.86% | 0.96% | 1.03% | 0.73% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
GCTIX vs. VUG - Drawdown Comparison
The maximum GCTIX drawdown since its inception was -57.34%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for GCTIX and VUG. For additional features, visit the drawdowns tool.
Volatility
GCTIX vs. VUG - Volatility Comparison
The current volatility for Goldman Sachs U.S. Tax-Managed Equity Fund (GCTIX) is 3.59%, while Vanguard Growth ETF (VUG) has a volatility of 5.47%. This indicates that GCTIX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.