VGRO vs. PBUS
VGRO (Virtus Silvant Growth Opportunities ETF) and PBUS (Invesco PureBeta MSCI USA ETF) are both Large Cap Growth Equities funds. VGRO is actively managed, while PBUS is passively managed. Their correlation of 0.90 suggests significant overlap in exposure. VGRO charges 0.35%/yr vs 0.04%/yr for PBUS.
Performance
VGRO vs. PBUS - Performance Comparison
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Returns By Period
In the year-to-date period, VGRO achieves a 2.80% return, which is significantly lower than PBUS's 10.83% return.
VGRO
- 1D
- 0.81%
- 1M
- 0.82%
- 6M
- 3.19%
- YTD
- 2.80%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PBUS
- 1D
- 0.84%
- 1M
- 2.36%
- 6M
- 9.51%
- YTD
- 10.83%
- 1Y
- 21.54%
- 3Y*
- 21.27%
- 5Y*
- 12.64%
- 10Y*
- —
VGRO vs. PBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VGRO Virtus Silvant Growth Opportunities ETF | 2.80% | -0.88% |
PBUS Invesco PureBeta MSCI USA ETF | 10.83% | -0.49% |
Correlation
The correlation between VGRO and PBUS is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 23, 2025 | 0.90 |
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Return for Risk
VGRO vs. PBUS — Risk / Return Rank
VGRO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PBUS
VGRO vs. PBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Growth Opportunities ETF (VGRO) and Invesco PureBeta MSCI USA ETF (PBUS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VGRO | PBUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.40 | — |
| Martin ratioReturn relative to average drawdown | — | 10.24 | — |
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Drawdowns
VGRO vs. PBUS - Drawdown Comparison
The maximum VGRO drawdown since its inception was -15.49%, smaller than the maximum PBUS drawdown of -33.15%. Use the drawdown chart below to compare losses from any high point for VGRO and PBUS.
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Drawdown Indicators
| VGRO | PBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.49% | -33.15% | +17.66% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.02% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.07% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.40% | — |
Current DrawdownCurrent decline from peak | -5.01% | -0.63% | -4.38% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -5.10% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.11% | — |
Volatility
VGRO vs. PBUS - Volatility Comparison
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Volatility by Period
| VGRO | PBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.35% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.13% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.65% | 12.74% | +6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 17.16% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 19.30% | +0.35% |
VGRO vs. PBUS - Expense Ratio Comparison
VGRO has a 0.35% expense ratio, which is higher than PBUS's 0.04% expense ratio.
Dividends
VGRO vs. PBUS - Dividend Comparison
VGRO has not paid dividends to shareholders, while PBUS's dividend yield for the trailing twelve months is around 1.02%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
PBUS Invesco PureBeta MSCI USA ETF | 1.02% | 1.05% | 1.20% | 1.36% | 1.71% | 0.98% | 1.35% | 1.53% | 2.33% | 0.50% |
VGRO Virtus Silvant Growth Opportunities ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, VGRO and PBUS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, PBUS is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBUS is cheaper with a 0.04% expense ratio, compared with 0.35% for VGRO.
PBUS has the higher dividend yield at 1.02%, compared with 0.00% for VGRO.
They also come from different issuers: Virtus and Invesco. Their fees differ too: 0.35% for VGRO and 0.04% for PBUS.
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