MERDX vs. VUG

In the year-to-date period, MERDX achieves a -11.14% return, which is significantly lower than VUG's -8.15% return. Over the past 10 years, MERDX has underperformed VUG with an annualized return of -1.37%, while VUG has yielded a comparatively higher 14.30% annualized return.

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MERDX has a 0.85% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Meridian Growth Fund (MERDX) 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.

The current MERDX Sharpe Ratio is -0.12, which is lower than the VUG Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of MERDX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MERDX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.52%.

The maximum MERDX drawdown since its inception was -53.22%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for MERDX and VUG. For additional features, visit the drawdowns tool.

The current volatility for Meridian Growth Fund (MERDX) is 13.83%, while Vanguard Growth ETF (VUG) has a volatility of 16.77%. This indicates that MERDX 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.