VUG vs. CSW
VUG (Vanguard Growth ETF) is Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index, while CSW (CSW Industrials Inc) is a stock. Over the past year, VUG returned 26.29% vs -5.19% for CSW. At a 0.29 correlation, their price movements are largely independent.
Performance
VUG vs. CSW - Performance Comparison
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Returns By Period
In the year-to-date period, VUG achieves a 7.94% return, which is significantly higher than CSW's -6.92% return.
VUG
- 1D
- 2.81%
- 1M
- 0.27%
- YTD
- 7.94%
- 6M
- 9.17%
- 1Y
- 26.29%
- 3Y*
- 24.04%
- 5Y*
- 14.43%
- 10Y*
- 18.30%
CSW
- 1D
- 0.22%
- 1M
- 6.52%
- YTD
- -6.92%
- 6M
- -13.70%
- 1Y
- -5.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VUG vs. CSW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VUG Vanguard Growth ETF | 7.94% | 15.98% |
CSW CSW Industrials Inc | -6.92% | -4.50% |
Correlation
The correlation between VUG and CSW is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jun 9, 2025 | 0.29 |
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Return for Risk
VUG vs. CSW — Risk / Return Rank
VUG
CSW
VUG vs. CSW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth ETF (VUG) and CSW Industrials Inc (CSW). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VUG | CSW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.72 | ||
| Sortino ratioReturn per unit of downside risk | +2.06 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.01 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | -0.21 | +1.81 |
| Martin ratioReturn relative to average drawdown | 5.50 | -0.35 | +5.85 |
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Drawdowns
VUG vs. CSW - Drawdown Comparison
The maximum VUG drawdown since its inception was -50.68%, which is greater than CSW's maximum drawdown of -25.35%. Use the drawdown chart below to compare losses from any high point for VUG and CSW.
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Drawdown Indicators
| VUG | CSW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.68% | -25.35% | -25.33% |
Max Drawdown (1Y)Largest decline over 1 year | -16.53% | -24.56% | +8.03% |
Max Drawdown (3Y)Largest decline over 3 years | -22.85% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.61% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.61% | — | — |
Current DrawdownCurrent decline from peak | -2.90% | -18.49% | +15.59% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -13.88% | +6.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 14.93% | -10.14% |
Volatility
VUG vs. CSW - Volatility Comparison
The current volatility for Vanguard Growth ETF (VUG) is 6.32%, while CSW Industrials Inc (CSW) has a volatility of 12.20%. This indicates that VUG experiences smaller price fluctuations and is considered to be less risky than CSW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VUG | CSW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 12.20% | -5.88% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 30.57% | -17.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.65% | 40.35% | -23.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 40.29% | -17.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 40.29% | -18.78% |
Dividends
VUG vs. CSW - Dividend Comparison
VUG's dividend yield for the trailing twelve months is around 0.38%, less than CSW's 0.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSW CSW Industrials Inc | 0.41% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.38% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Frequently Asked Questions
VUG and CSW have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSW has higher volatility (12.20%) compared to VUG (6.32%). In terms of maximum drawdown, VUG dropped -50.68% vs CSW's -25.35%.
VUG currently has the higher Sharpe Ratio (1.59 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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