VWUSX vs. VEMRX
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VEMRX is managed by Vanguard. It was launched on Dec 15, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or VEMRX.
Key characteristics
| VWUSX | VEMRX | |
|---|---|---|
| YTD Return | 31.11% | 15.41% |
| 1Y Return | 46.75% | 23.49% |
| 3Y Return (Ann) | 2.74% | 0.30% |
| 5Y Return (Ann) | 17.08% | 4.86% |
| 10Y Return (Ann) | 14.80% | 4.03% |
| Sharpe Ratio | 2.44 | 1.78 |
| Sortino Ratio | 3.15 | 2.52 |
| Omega Ratio | 1.44 | 1.32 |
| Calmar Ratio | 1.68 | 0.92 |
| Martin Ratio | 14.34 | 9.63 |
| Ulcer Index | 3.17% | 2.34% |
| Daily Std Dev | 18.61% | 12.68% |
| Max Drawdown | -71.26% | -36.01% |
| Current Drawdown | 0.00% | -6.78% |
Correlation
The correlation between VWUSX and VEMRX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VWUSX vs. VEMRX - Performance Comparison
In the year-to-date period, VWUSX achieves a 31.11% return, which is significantly higher than VEMRX's 15.41% return. Over the past 10 years, VWUSX has outperformed VEMRX with an annualized return of 14.80%, while VEMRX has yielded a comparatively lower 4.03% annualized 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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VWUSX vs. VEMRX - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VEMRX's 0.08% expense ratio.
Risk-Adjusted Performance
VWUSX vs. VEMRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX). 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
VWUSX vs. VEMRX - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 0.21%, less than VEMRX's 2.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.21% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
VEMRX Vanguard Emerging Markets Index Fund Institutional Plus Shares | 2.57% | 3.52% | 4.11% | 2.63% | 1.92% | 3.26% | 2.92% | 2.35% | 2.56% | 3.31% | 2.91% | 2.81% |
Drawdowns
VWUSX vs. VEMRX - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VEMRX's maximum drawdown of -36.01%. Use the drawdown chart below to compare losses from any high point for VWUSX and VEMRX. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. VEMRX - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 5.27% compared to Vanguard Emerging Markets Index Fund Institutional Plus Shares (VEMRX) at 4.17%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VEMRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.