USNZ vs. VOOG
Compare and contrast key facts about Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) and Vanguard S&P 500 Growth ETF (VOOG).
USNZ and VOOG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USNZ is a passively managed fund by Xtrackers that tracks the performance of the Solactive ISS ESG United States Net Zero Pathway Enhanced Index - Benchmark TR Net. It was launched on Jun 27, 2022. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010. Both USNZ and VOOG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USNZ or VOOG.
Key characteristics
| USNZ | VOOG | |
|---|---|---|
| YTD Return | 18.83% | 23.96% |
| 1Y Return | 29.87% | 32.06% |
| Sharpe Ratio | 2.28 | 1.90 |
| Daily Std Dev | 13.08% | 16.81% |
| Max Drawdown | -18.03% | -32.73% |
| Current Drawdown | -0.97% | -4.43% |
Correlation
The correlation between USNZ and VOOG is 0.95, 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
USNZ vs. VOOG - Performance Comparison
In the year-to-date period, USNZ achieves a 18.83% return, which is significantly lower than VOOG's 23.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USNZ vs. VOOG - Expense Ratio Comparison
Both USNZ and VOOG have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
USNZ vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) and Vanguard S&P 500 Growth ETF (VOOG). 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
USNZ vs. VOOG - Dividend Comparison
USNZ's dividend yield for the trailing twelve months is around 0.84%, more than VOOG's 0.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.84% | 1.19% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.72% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
USNZ vs. VOOG - Drawdown Comparison
The maximum USNZ drawdown since its inception was -18.03%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for USNZ and VOOG. For additional features, visit the drawdowns tool.
Volatility
USNZ vs. VOOG - Volatility Comparison
The current volatility for Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) is 3.57%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.43%. This indicates that USNZ experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.