VIMCX vs. VUG
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and Vanguard Growth ETF (VUG).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. 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: VIMCX or VUG.
Correlation
The correlation between VIMCX and VUG is 0.84, 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
VIMCX vs. VUG - Performance Comparison
Key characteristics
VIMCX:
0.19
VUG:
1.51
VIMCX:
0.36
VUG:
2.04
VIMCX:
1.04
VUG:
1.28
VIMCX:
0.30
VUG:
2.06
VIMCX:
0.70
VUG:
7.83
VIMCX:
3.76%
VUG:
3.42%
VIMCX:
13.94%
VUG:
17.78%
VIMCX:
-33.92%
VUG:
-50.68%
VIMCX:
-7.83%
VUG:
-2.71%
Returns By Period
In the year-to-date period, VIMCX achieves a -0.69% return, which is significantly lower than VUG's 1.36% return. Over the past 10 years, VIMCX has underperformed VUG with an annualized return of 10.06%, while VUG has yielded a comparatively higher 15.39% annualized return.
VIMCX
-0.69%
-5.56%
-0.96%
0.82%
8.58%
10.06%
VUG
1.36%
-1.89%
10.39%
23.40%
18.48%
15.39%
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VIMCX vs. VUG - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
VIMCX vs. VUG — Risk-Adjusted Performance Rank
VIMCX
VUG
VIMCX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) 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
VIMCX vs. VUG - Dividend Comparison
VIMCX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.46%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.46% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
VIMCX vs. VUG - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VIMCX and VUG. For additional features, visit the drawdowns tool.
Volatility
VIMCX vs. VUG - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 2.95%, while Vanguard Growth ETF (VUG) has a volatility of 5.09%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.