USA vs. VUG

In the year-to-date period, USA achieves a 23.77% return, which is significantly lower than VUG's 28.45% return. Over the past 10 years, USA has underperformed VUG with an annualized return of 12.71%, while VUG has yielded a comparatively higher 15.45% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) 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.

The current USA Sharpe Ratio is 2.05, which is comparable to the VUG Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of USA and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USA's dividend yield for the trailing twelve months is around 9.97%, more than VUG's 0.49% yield.

The maximum USA drawdown since its inception was -69.06%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for USA and VUG. For additional features, visit the drawdowns tool.

The current volatility for Liberty All-Star Equity Fund (USA) is 4.36%, while Vanguard Growth ETF (VUG) has a volatility of 5.49%. This indicates that USA 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.