VIGAX vs. VWUAX
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGAX or VWUAX.
Key characteristics
| VIGAX | VWUAX | |
|---|---|---|
| YTD Return | 9.18% | 9.83% |
| 1Y Return | 38.06% | 40.32% |
| 3Y Return (Ann) | 8.67% | 2.11% |
| 5Y Return (Ann) | 16.43% | 13.51% |
| 10Y Return (Ann) | 14.92% | 14.20% |
| Sharpe Ratio | 2.37 | 2.27 |
| Daily Std Dev | 15.79% | 17.86% |
| Max Drawdown | -50.66% | -50.37% |
| Current Drawdown | -2.24% | -10.17% |
Correlation
The correlation between VIGAX and VWUAX is 0.97, 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
VIGAX vs. VWUAX - Performance Comparison
In the year-to-date period, VIGAX achieves a 9.18% return, which is significantly lower than VWUAX's 9.83% return. Both investments have delivered pretty close results over the past 10 years, with VIGAX having a 14.92% annualized return and VWUAX not far behind at 14.20%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIGAX vs. VWUAX - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is lower than VWUAX's 0.28% expense ratio.
Risk-Adjusted Performance
VIGAX vs. VWUAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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
VIGAX vs. VWUAX - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.53%, more than VWUAX's 0.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.53% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.33% | 0.37% | 0.49% | 13.48% | 4.00% | 3.83% | 9.80% | 5.03% | 1.67% | 9.10% | 8.44% | 0.53% |
Drawdowns
VIGAX vs. VWUAX - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, roughly equal to the maximum VWUAX drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for VIGAX and VWUAX. For additional features, visit the drawdowns tool.
Volatility
VIGAX vs. VWUAX - Volatility Comparison
The current volatility for Vanguard Growth Index Fund Admiral Shares (VIGAX) is 5.89%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 6.39%. This indicates that VIGAX experiences smaller price fluctuations and is considered to be less risky than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.