SAM vs. VUG
Compare and contrast key facts about The Boston Beer Company, Inc. (SAM) 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: SAM or VUG.
Key characteristics
| SAM | VUG | |
|---|---|---|
| YTD Return | -18.52% | 13.18% |
| 1Y Return | -11.77% | 39.04% |
| 3Y Return (Ann) | -36.70% | 10.55% |
| 5Y Return (Ann) | -3.80% | 18.02% |
| 10Y Return (Ann) | 2.27% | 15.27% |
| Sharpe Ratio | -0.28 | 2.49 |
| Daily Std Dev | 35.59% | 15.62% |
| Max Drawdown | -79.47% | -50.68% |
| Current Drawdown | -78.45% | 0.00% |
Correlation
The correlation between SAM and VUG is 0.41, 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
SAM vs. VUG - Performance Comparison
In the year-to-date period, SAM achieves a -18.52% return, which is significantly lower than VUG's 13.18% return. Over the past 10 years, SAM has underperformed VUG with an annualized return of 2.27%, while VUG has yielded a comparatively higher 15.27% 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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Risk-Adjusted Performance
SAM vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) 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
SAM vs. VUG - Dividend Comparison
SAM has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.52%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAM The Boston Beer Company, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% |
VUG Vanguard Growth ETF | 0.52% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
SAM vs. VUG - Drawdown Comparison
The maximum SAM drawdown since its inception was -79.47%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SAM and VUG. For additional features, visit the drawdowns tool.
Volatility
SAM vs. VUG - Volatility Comparison
The Boston Beer Company, Inc. (SAM) has a higher volatility of 8.43% compared to Vanguard Growth ETF (VUG) at 5.22%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.