VQNPX vs. VWUSX
Compare and contrast key facts about Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
VQNPX is managed by Vanguard. It was launched on Dec 10, 1986. 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: VQNPX or VWUSX.
Performance
VQNPX vs. VWUSX - Performance Comparison
Returns By Period
In the year-to-date period, VQNPX achieves a 27.08% return, which is significantly lower than VWUSX's 30.55% return. Over the past 10 years, VQNPX has underperformed VWUSX with an annualized return of 6.15%, while VWUSX has yielded a comparatively higher 14.56% annualized return.
VQNPX
27.08%
1.97%
12.64%
23.45%
7.67%
6.15%
VWUSX
30.55%
3.11%
15.53%
37.83%
16.46%
14.56%
Key characteristics
| VQNPX | VWUSX | |
|---|---|---|
| Sharpe Ratio | 1.66 | 2.08 |
| Sortino Ratio | 2.11 | 2.71 |
| Omega Ratio | 1.33 | 1.38 |
| Calmar Ratio | 1.05 | 1.68 |
| Martin Ratio | 8.43 | 12.11 |
| Ulcer Index | 2.86% | 3.18% |
| Daily Std Dev | 14.49% | 18.56% |
| Max Drawdown | -61.71% | -71.26% |
| Current Drawdown | -0.79% | -1.07% |
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VQNPX vs. VWUSX - Expense Ratio Comparison
VQNPX has a 0.32% expense ratio, which is lower than VWUSX's 0.38% expense ratio.
Correlation
The correlation between VQNPX and VWUSX is 0.91, 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
VQNPX vs. VWUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Investor Shares (VQNPX) 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.
Dividends
VQNPX vs. VWUSX - Dividend Comparison
VQNPX's dividend yield for the trailing twelve months is around 0.86%, more than VWUSX's 0.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | 0.86% | 1.20% | 1.64% | 1.15% | 1.36% | 1.58% | 1.79% | 1.47% | 2.07% | 1.87% | 1.65% | 1.50% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.22% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
Drawdowns
VQNPX vs. VWUSX - Drawdown Comparison
The maximum VQNPX drawdown since its inception was -61.71%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for VQNPX and VWUSX. For additional features, visit the drawdowns tool.
Volatility
VQNPX vs. VWUSX - Volatility Comparison
The current volatility for Vanguard Growth and Income Fund Investor Shares (VQNPX) is 4.14%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 5.66%. This indicates that VQNPX 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.