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.
Performance
VIGAX vs. VWUAX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VIGAX having a 30.24% return and VWUAX slightly lower at 30.06%. Over the past 10 years, VIGAX has outperformed VWUAX with an annualized return of 15.54%, while VWUAX has yielded a comparatively lower 14.66% annualized return.
VIGAX
30.24%
2.46%
14.52%
36.34%
19.08%
15.54%
VWUAX
30.06%
2.51%
14.64%
38.06%
16.39%
14.66%
Key characteristics
| VIGAX | VWUAX | |
|---|---|---|
| Sharpe Ratio | 2.13 | 2.02 |
| Sortino Ratio | 2.78 | 2.65 |
| Omega Ratio | 1.39 | 1.37 |
| Calmar Ratio | 2.78 | 1.63 |
| Martin Ratio | 10.89 | 11.79 |
| Ulcer Index | 3.30% | 3.18% |
| Daily Std Dev | 16.89% | 18.58% |
| Max Drawdown | -50.66% | -50.37% |
| Current Drawdown | -1.33% | -1.52% |
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VIGAX vs. VWUAX - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is lower than VWUAX's 0.28% expense ratio.
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.
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 0.48%, more than VWUAX's 0.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.48% | 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 | 0.28% | 0.37% | 0.49% | 0.08% | 0.13% | 0.47% | 0.53% | 0.40% | 0.57% | 0.65% | 0.81% | 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 5.50%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 5.92%. 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.