Correlation
The correlation between UG and VBK is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
UG vs. VBK
Compare and contrast key facts about United-Guardian, Inc. (UG) and Vanguard Small-Cap Growth ETF (VBK).
VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small 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: UG or VBK.
Performance
UG vs. VBK - Performance Comparison
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Key characteristics
UG:
-0.08
VBK:
0.27
UG:
0.32
VBK:
0.47
UG:
1.04
VBK:
1.06
UG:
-0.01
VBK:
0.18
UG:
-0.02
VBK:
0.55
UG:
29.44%
VBK:
9.19%
UG:
47.40%
VBK:
24.94%
UG:
-83.33%
VBK:
-58.69%
UG:
-62.44%
VBK:
-12.82%
Returns By Period
In the year-to-date period, UG achieves a -10.27% return, which is significantly lower than VBK's -5.44% return. Over the past 10 years, UG has underperformed VBK with an annualized return of -4.32%, while VBK has yielded a comparatively higher 7.73% annualized return.
UG
-10.27%
5.32%
-10.18%
-3.54%
-22.41%
-7.30%
-4.32%
VBK
-5.44%
6.15%
-11.67%
6.65%
7.36%
6.98%
7.73%
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Risk-Adjusted Performance
UG vs. VBK — Risk-Adjusted Performance Rank
UG
VBK
UG vs. VBK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United-Guardian, Inc. (UG) and Vanguard Small-Cap Growth ETF (VBK). 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.
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Dividends
UG vs. VBK - Dividend Comparison
UG's dividend yield for the trailing twelve months is around 8.42%, more than VBK's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UG United-Guardian, Inc. | 8.42% | 6.28% | 1.39% | 6.51% | 6.87% | 5.42% | 5.60% | 5.73% | 7.68% | 4.84% | 5.22% | 4.03% |
VBK Vanguard Small-Cap Growth ETF | 0.57% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% |
Drawdowns
UG vs. VBK - Drawdown Comparison
The maximum UG drawdown since its inception was -83.33%, which is greater than VBK's maximum drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for UG and VBK.
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Volatility
UG vs. VBK - Volatility Comparison
United-Guardian, Inc. (UG) has a higher volatility of 9.14% compared to Vanguard Small-Cap Growth ETF (VBK) at 6.44%. This indicates that UG's price experiences larger fluctuations and is considered to be riskier than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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