USPVX vs. VUG
Compare and contrast key facts about Union Street Partners Value Fund (USPVX) and Vanguard Growth ETF (VUG).
USPVX is managed by Union Street Partners. It was launched on Dec 30, 2010. 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: USPVX or VUG.
Correlation
The correlation between USPVX and VUG is 0.77, 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
USPVX vs. VUG - Performance Comparison
Key characteristics
USPVX:
0.41
VUG:
1.59
USPVX:
0.70
VUG:
2.14
USPVX:
1.12
VUG:
1.29
USPVX:
0.57
VUG:
2.16
USPVX:
2.09
VUG:
8.21
USPVX:
3.29%
VUG:
3.42%
USPVX:
16.86%
VUG:
17.66%
USPVX:
-35.42%
VUG:
-50.68%
USPVX:
-0.19%
VUG:
0.00%
Returns By Period
In the year-to-date period, USPVX achieves a 3.90% return, which is significantly lower than VUG's 4.18% return. Over the past 10 years, USPVX has underperformed VUG with an annualized return of 8.33%, while VUG has yielded a comparatively higher 15.73% annualized return.
USPVX
3.90%
3.12%
4.83%
7.06%
10.36%
8.33%
VUG
4.18%
2.81%
13.08%
30.31%
17.58%
15.73%
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USPVX vs. VUG - Expense Ratio Comparison
USPVX has a 1.50% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
USPVX vs. VUG — Risk-Adjusted Performance Rank
USPVX
VUG
USPVX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Union Street Partners Value Fund (USPVX) 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
USPVX vs. VUG - Dividend Comparison
USPVX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USPVX Union Street Partners Value Fund | 0.00% | 0.00% | 0.62% | 0.49% | 0.00% | 0.00% | 2.03% | 1.27% | 0.14% | 0.46% | 0.55% | 0.68% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
USPVX vs. VUG - Drawdown Comparison
The maximum USPVX drawdown since its inception was -35.42%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for USPVX and VUG. For additional features, visit the drawdowns tool.
Volatility
USPVX vs. VUG - Volatility Comparison
The current volatility for Union Street Partners Value Fund (USPVX) is 2.85%, while Vanguard Growth ETF (VUG) has a volatility of 4.77%. This indicates that USPVX 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.