VSEQX vs. VWUAX
Compare and contrast key facts about Vanguard Strategic Equity Fund (VSEQX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
VSEQX is managed by Vanguard. It was launched on Aug 14, 1995. 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: VSEQX or VWUAX.
Key characteristics
| VSEQX | VWUAX | |
|---|---|---|
| YTD Return | 13.94% | 20.47% |
| 1Y Return | 26.82% | 34.27% |
| 3Y Return (Ann) | 8.24% | 1.05% |
| 5Y Return (Ann) | 13.13% | 15.55% |
| 10Y Return (Ann) | 10.24% | 14.30% |
| Sharpe Ratio | 1.56 | 1.75 |
| Daily Std Dev | 16.99% | 19.29% |
| Max Drawdown | -63.55% | -50.37% |
| Current Drawdown | 0.00% | -3.00% |
Correlation
The correlation between VSEQX and VWUAX is 0.85, 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
VSEQX vs. VWUAX - Performance Comparison
In the year-to-date period, VSEQX achieves a 13.94% return, which is significantly lower than VWUAX's 20.47% return. Over the past 10 years, VSEQX has underperformed VWUAX with an annualized return of 10.24%, while VWUAX has yielded a comparatively higher 14.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSEQX vs. VWUAX - Expense Ratio Comparison
VSEQX has a 0.17% expense ratio, which is lower than VWUAX's 0.28% expense ratio.
Risk-Adjusted Performance
VSEQX vs. VWUAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) 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
VSEQX vs. VWUAX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 5.37%, more than VWUAX's 0.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 5.37% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 8.40% | 3.13% | 12.28% | 5.82% | 1.20% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.31% | 0.37% | 0.49% | 13.48% | 4.00% | 3.94% | 9.80% | 5.03% | 1.67% | 9.10% | 8.44% | 0.53% |
Drawdowns
VSEQX vs. VWUAX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, which is greater than VWUAX's maximum drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for VSEQX and VWUAX. For additional features, visit the drawdowns tool.
Volatility
VSEQX vs. VWUAX - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 5.02%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 6.19%. This indicates that VSEQX 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.