TADAX vs. VWUAX
Compare and contrast key facts about Transamerica US Growth (TADAX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
TADAX is managed by Transamerica. It was launched on Nov 13, 2009. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Performance
TADAX vs. VWUAX - Performance Comparison
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TADAX vs. VWUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | -13.15% | 17.09% | 28.81% | 41.45% | -31.60% | 20.65% | 35.85% | 39.41% | -0.52% | 28.71% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | -15.04% | 15.49% | 31.79% | 45.32% | -39.58% | 2.43% | 58.80% | 48.42% | 0.77% | 31.26% |
Returns By Period
In the year-to-date period, TADAX achieves a -13.15% return, which is significantly higher than VWUAX's -15.04% return. Both investments have delivered pretty close results over the past 10 years, with TADAX having a 14.23% annualized return and VWUAX not far behind at 13.97%.
TADAX
- 1D
- -0.61%
- 1M
- -9.05%
- YTD
- -13.15%
- 6M
- -11.89%
- 1Y
- 14.01%
- 3Y*
- 17.49%
- 5Y*
- 8.61%
- 10Y*
- 14.23%
VWUAX
- 1D
- -0.26%
- 1M
- -8.83%
- YTD
- -15.04%
- 6M
- -15.45%
- 1Y
- 9.26%
- 3Y*
- 17.51%
- 5Y*
- 3.34%
- 10Y*
- 13.97%
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TADAX vs. VWUAX - Expense Ratio Comparison
TADAX has a 1.02% expense ratio, which is higher than VWUAX's 0.28% expense ratio.
Return for Risk
TADAX vs. VWUAX — Risk / Return Rank
TADAX
VWUAX
TADAX vs. VWUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica US Growth (TADAX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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.
| TADAX | VWUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.38 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.72 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.10 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 0.31 | +0.37 |
Martin ratioReturn relative to average drawdown | 2.39 | 1.00 | +1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TADAX | VWUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.38 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.13 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.59 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.38 | +0.26 |
Correlation
The correlation between TADAX and VWUAX is 0.96, 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.
Dividends
TADAX vs. VWUAX - Dividend Comparison
TADAX's dividend yield for the trailing twelve months is around 5.29%, less than VWUAX's 11.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | 5.29% | 4.59% | 16.73% | 3.66% | 4.60% | 13.56% | 9.73% | 8.29% | 12.42% | 10.92% | 2.29% | 2.47% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 11.18% | 9.50% | 4.70% | 0.37% | 0.49% | 3.60% | 4.00% | 13.28% | 9.80% | 4.63% | 1.67% | 9.10% |
Drawdowns
TADAX vs. VWUAX - Drawdown Comparison
The maximum TADAX drawdown since its inception was -39.29%, smaller than the maximum VWUAX drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for TADAX and VWUAX.
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Drawdown Indicators
| TADAX | VWUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.29% | -50.37% | +11.08% |
Max Drawdown (1Y)Largest decline over 1 year | -16.48% | -19.12% | +2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -39.29% | -50.17% | +10.88% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -50.17% | +10.88% |
Current DrawdownCurrent decline from peak | -16.48% | -19.12% | +2.64% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -12.87% | +6.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 5.81% | -1.15% |
Volatility
TADAX vs. VWUAX - Volatility Comparison
Transamerica US Growth (TADAX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX) have volatilities of 5.79% and 5.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TADAX | VWUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.79% | 5.78% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.84% | 12.81% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 23.40% | -0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 25.01% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.85% | 23.64% | -1.79% |