SHAPX vs. VUG
Compare and contrast key facts about ClearBridge Appreciation Fund (SHAPX) and Vanguard Growth ETF (VUG).
SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970. 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: SHAPX or VUG.
Correlation
The correlation between SHAPX and VUG is 0.92, 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
SHAPX vs. VUG - Performance Comparison
Key characteristics
SHAPX:
1.05
VUG:
1.95
SHAPX:
1.30
VUG:
2.55
SHAPX:
1.23
VUG:
1.35
SHAPX:
1.26
VUG:
2.65
SHAPX:
4.13
VUG:
10.13
SHAPX:
3.58%
VUG:
3.40%
SHAPX:
14.02%
VUG:
17.69%
SHAPX:
-81.35%
VUG:
-50.68%
SHAPX:
-9.43%
VUG:
-2.73%
Returns By Period
In the year-to-date period, SHAPX achieves a 1.73% return, which is significantly higher than VUG's 1.33% return. Over the past 10 years, SHAPX has underperformed VUG with an annualized return of 6.62%, while VUG has yielded a comparatively higher 16.12% annualized return.
SHAPX
1.73%
2.02%
-0.62%
13.81%
6.19%
6.62%
VUG
1.33%
0.94%
12.34%
32.65%
17.52%
16.12%
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SHAPX vs. VUG - Expense Ratio Comparison
SHAPX has a 0.93% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
SHAPX vs. VUG — Risk-Adjusted Performance Rank
SHAPX
VUG
SHAPX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Appreciation Fund (SHAPX) 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
SHAPX vs. VUG - Dividend Comparison
SHAPX's dividend yield for the trailing twelve months is around 0.50%, more than VUG's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAPX ClearBridge Appreciation Fund | 0.50% | 0.50% | 0.67% | 0.84% | 0.50% | 0.78% | 1.12% | 1.12% | 1.00% | 1.02% | 0.99% | 0.87% |
VUG Vanguard Growth ETF | 0.46% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
SHAPX vs. VUG - Drawdown Comparison
The maximum SHAPX drawdown since its inception was -81.35%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SHAPX and VUG. For additional features, visit the drawdowns tool.
Volatility
SHAPX vs. VUG - Volatility Comparison
The current volatility for ClearBridge Appreciation Fund (SHAPX) is 4.42%, while Vanguard Growth ETF (VUG) has a volatility of 6.36%. This indicates that SHAPX 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.