VGSLX vs. VUG
Compare and contrast key facts about Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Vanguard Growth ETF (VUG).
VGSLX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VGSLX or VUG.
Key characteristics
VGSLX | VUG | |
---|---|---|
YTD Return | -9.10% | 6.24% |
1Y Return | 0.34% | 31.85% |
3Y Return (Ann) | -3.56% | 6.94% |
5Y Return (Ann) | 1.95% | 16.10% |
10Y Return (Ann) | 4.93% | 14.55% |
Sharpe Ratio | -0.02 | 2.03 |
Daily Std Dev | 18.93% | 15.59% |
Max Drawdown | -73.05% | -50.68% |
Current Drawdown | -25.01% | -4.75% |
Correlation
The correlation between VGSLX and VUG is 0.62, 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
VGSLX vs. VUG - Performance Comparison
In the year-to-date period, VGSLX achieves a -9.10% return, which is significantly lower than VUG's 6.24% return. Over the past 10 years, VGSLX has underperformed VUG with an annualized return of 4.93%, while VUG has yielded a comparatively higher 14.55% 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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VGSLX vs. VUG - Expense Ratio Comparison
VGSLX has a 0.12% expense ratio, which is higher than VUG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VGSLX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Admiral Shares (VGSLX) 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
VGSLX vs. VUG - Dividend Comparison
VGSLX's dividend yield for the trailing twelve months is around 4.34%, more than VUG's 0.56% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Real Estate Index Fund Admiral Shares | 4.34% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Vanguard Growth ETF | 0.56% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
VGSLX vs. VUG - Drawdown Comparison
The maximum VGSLX drawdown since its inception was -73.05%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VGSLX and VUG. For additional features, visit the drawdowns tool.
Volatility
VGSLX vs. VUG - Volatility Comparison
Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a higher volatility of 5.94% compared to Vanguard Growth ETF (VUG) at 5.56%. This indicates that VGSLX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.