NNI vs. VUG
Compare and contrast key facts about Nelnet, Inc. (NNI) and Vanguard Growth ETF (VUG).
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: NNI or VUG.
Correlation
The correlation between NNI and VUG is 0.45, 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
NNI vs. VUG - Performance Comparison
Key characteristics
NNI:
1.00
VUG:
1.59
NNI:
1.58
VUG:
2.14
NNI:
1.22
VUG:
1.29
NNI:
1.42
VUG:
2.16
NNI:
3.26
VUG:
8.21
NNI:
7.59%
VUG:
3.42%
NNI:
24.67%
VUG:
17.66%
NNI:
-89.95%
VUG:
-50.68%
NNI:
-9.05%
VUG:
0.00%
Returns By Period
In the year-to-date period, NNI achieves a 6.09% return, which is significantly higher than VUG's 4.18% return. Over the past 10 years, NNI has underperformed VUG with an annualized return of 10.54%, while VUG has yielded a comparatively higher 15.73% annualized return.
NNI
6.09%
4.21%
3.66%
28.76%
15.63%
10.54%
VUG
4.18%
2.81%
13.08%
30.31%
17.58%
15.73%
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Risk-Adjusted Performance
NNI vs. VUG — Risk-Adjusted Performance Rank
NNI
VUG
NNI vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nelnet, Inc. (NNI) 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
NNI vs. VUG - Dividend Comparison
NNI's dividend yield for the trailing twelve months is around 0.99%, more than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NNI Nelnet, Inc. | 0.99% | 1.05% | 1.20% | 1.08% | 0.92% | 1.15% | 1.27% | 1.26% | 1.06% | 0.99% | 1.25% | 0.86% |
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
NNI vs. VUG - Drawdown Comparison
The maximum NNI drawdown since its inception was -89.95%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for NNI and VUG. For additional features, visit the drawdowns tool.
Volatility
NNI vs. VUG - Volatility Comparison
The current volatility for Nelnet, Inc. (NNI) is 3.03%, while Vanguard Growth ETF (VUG) has a volatility of 4.77%. This indicates that NNI 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.