Correlation
The correlation between VONE and VWUSX is 0.90, 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.
VONE vs. VWUSX
Compare and contrast key facts about Vanguard Russell 1000 ETF (VONE) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
VONE is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Index. It was launched on Sep 20, 2010. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VONE or VWUSX.
Performance
VONE vs. VWUSX - Performance Comparison
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Key characteristics
VONE:
0.60
VWUSX:
0.58
VONE:
0.88
VWUSX:
0.94
VONE:
1.13
VWUSX:
1.13
VONE:
0.55
VWUSX:
0.60
VONE:
2.07
VWUSX:
1.97
VONE:
5.07%
VWUSX:
7.62%
VONE:
19.58%
VWUSX:
26.88%
VONE:
-34.67%
VWUSX:
-71.29%
VONE:
-5.45%
VWUSX:
-6.99%
Returns By Period
In the year-to-date period, VONE achieves a -0.94% return, which is significantly lower than VWUSX's -0.83% return. Over the past 10 years, VONE has underperformed VWUSX with an annualized return of 12.28%, while VWUSX has yielded a comparatively higher 14.85% annualized return.
VONE
-0.94%
5.34%
-2.57%
11.00%
15.36%
15.88%
12.28%
VWUSX
-0.83%
7.82%
-0.38%
14.51%
22.11%
13.14%
14.85%
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VONE vs. VWUSX - Expense Ratio Comparison
VONE has a 0.08% expense ratio, which is lower than VWUSX's 0.38% expense ratio.
Risk-Adjusted Performance
VONE vs. VWUSX — Risk-Adjusted Performance Rank
VONE
VWUSX
VONE vs. VWUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 ETF (VONE) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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.
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Dividends
VONE vs. VWUSX - Dividend Comparison
VONE's dividend yield for the trailing twelve months is around 1.25%, less than VWUSX's 4.64% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VONE Vanguard Russell 1000 ETF | 1.25% | 1.20% | 1.40% | 1.59% | 1.16% | 1.45% | 1.66% | 1.96% | 1.69% | 1.89% | 1.89% | 1.68% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 4.64% | 4.60% | 0.28% | 0.37% | 13.39% | 3.90% | 11.66% | 9.65% | 5.03% | 1.52% | 8.95% | 8.28% |
Drawdowns
VONE vs. VWUSX - Drawdown Comparison
The maximum VONE drawdown since its inception was -34.67%, smaller than the maximum VWUSX drawdown of -71.29%. Use the drawdown chart below to compare losses from any high point for VONE and VWUSX.
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Volatility
VONE vs. VWUSX - Volatility Comparison
The current volatility for Vanguard Russell 1000 ETF (VONE) is 4.53%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 5.76%. This indicates that VONE experiences smaller price fluctuations and is considered to be less risky than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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