INAA.AS vs. VUG
Compare and contrast key facts about iShares MSCI North America UCITS ETF (INAA.AS) and Vanguard Growth ETF (VUG).
INAA.AS and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INAA.AS is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Jun 2, 2006. 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. Both INAA.AS and VUG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INAA.AS or VUG.
Correlation
The correlation between INAA.AS and VUG is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
INAA.AS vs. VUG - Performance Comparison
Key characteristics
INAA.AS:
2.02
VUG:
1.61
INAA.AS:
2.77
VUG:
2.16
INAA.AS:
1.40
VUG:
1.29
INAA.AS:
3.05
VUG:
2.18
INAA.AS:
13.38
VUG:
8.29
INAA.AS:
1.90%
VUG:
3.41%
INAA.AS:
12.60%
VUG:
17.63%
INAA.AS:
-50.95%
VUG:
-50.68%
INAA.AS:
-1.17%
VUG:
-0.51%
Returns By Period
In the year-to-date period, INAA.AS achieves a 2.37% return, which is significantly lower than VUG's 3.65% return. Over the past 10 years, INAA.AS has underperformed VUG with an annualized return of 12.88%, while VUG has yielded a comparatively higher 15.66% annualized return.
INAA.AS
2.37%
0.53%
16.38%
27.82%
14.18%
12.88%
VUG
3.65%
1.68%
14.18%
29.99%
17.45%
15.66%
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INAA.AS vs. VUG - Expense Ratio Comparison
INAA.AS has a 0.40% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
INAA.AS vs. VUG — Risk-Adjusted Performance Rank
INAA.AS
VUG
INAA.AS vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI North America UCITS ETF (INAA.AS) 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
INAA.AS vs. VUG - Dividend Comparison
INAA.AS's dividend yield for the trailing twelve months is around 0.68%, more than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INAA.AS iShares MSCI North America UCITS ETF | 0.68% | 0.69% | 0.92% | 1.09% | 0.62% | 0.94% | 1.10% | 1.21% | 1.18% | 1.25% | 1.39% | 0.89% |
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
INAA.AS vs. VUG - Drawdown Comparison
The maximum INAA.AS drawdown since its inception was -50.95%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for INAA.AS and VUG. For additional features, visit the drawdowns tool.
Volatility
INAA.AS vs. VUG - Volatility Comparison
The current volatility for iShares MSCI North America UCITS ETF (INAA.AS) is 3.50%, while Vanguard Growth ETF (VUG) has a volatility of 4.57%. This indicates that INAA.AS 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.