USA vs. VUG
Compare and contrast key facts about Liberty All-Star Equity Fund (USA) 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: USA or VUG.
Correlation
The correlation between USA and VUG is 0.74, 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
USA vs. VUG - Performance Comparison
Key characteristics
USA:
1.48
VUG:
2.07
USA:
2.06
VUG:
2.69
USA:
1.26
VUG:
1.38
USA:
1.44
VUG:
2.75
USA:
9.20
VUG:
10.80
USA:
2.24%
VUG:
3.31%
USA:
13.87%
VUG:
17.24%
USA:
-69.06%
VUG:
-50.68%
USA:
-6.41%
VUG:
-2.93%
Returns By Period
In the year-to-date period, USA achieves a 19.25% return, which is significantly lower than VUG's 34.17% return. Over the past 10 years, USA has underperformed VUG with an annualized return of 12.17%, while VUG has yielded a comparatively higher 15.80% annualized return.
USA
19.25%
-4.33%
7.55%
20.57%
11.20%
12.17%
VUG
34.17%
2.91%
11.45%
35.73%
18.80%
15.80%
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Risk-Adjusted Performance
USA vs. VUG - Risk-Adjusted Performance Comparison
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.
Dividends
USA vs. VUG - Dividend Comparison
USA's dividend yield for the trailing twelve months is around 10.35%, more than VUG's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | 10.35% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% | 5.94% |
VUG Vanguard Growth ETF | 0.33% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
USA vs. VUG - Drawdown Comparison
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.
Volatility
USA vs. VUG - Volatility Comparison
The current volatility for Liberty All-Star Equity Fund (USA) is 3.60%, while Vanguard Growth ETF (VUG) has a volatility of 4.79%. 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.