VUG vs. VONG
Compare and contrast key facts about Vanguard Growth ETF (VUG) and Vanguard Russell 1000 Growth ETF (VONG).
VUG and VONG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010. Both VUG and VONG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUG or VONG.
Key characteristics
VUG | VONG | |
---|---|---|
YTD Return | 7.32% | 7.61% |
1Y Return | 35.08% | 34.86% |
3Y Return (Ann) | 7.50% | 8.90% |
5Y Return (Ann) | 16.07% | 16.57% |
10Y Return (Ann) | 14.62% | 15.46% |
Sharpe Ratio | 2.20 | 2.27 |
Daily Std Dev | 15.60% | 15.10% |
Max Drawdown | -50.68% | -32.72% |
Current Drawdown | -3.77% | -3.91% |
Correlation
The correlation between VUG and VONG is 0.98, 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
VUG vs. VONG - Performance Comparison
The year-to-date returns for both investments are quite close, with VUG having a 7.32% return and VONG slightly higher at 7.61%. Over the past 10 years, VUG has underperformed VONG with an annualized return of 14.62%, while VONG has yielded a comparatively higher 15.46% 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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VUG vs. VONG - Expense Ratio Comparison
VUG has a 0.04% expense ratio, which is lower than VONG's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VUG vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth ETF (VUG) and Vanguard Russell 1000 Growth ETF (VONG). 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
VUG vs. VONG - Dividend Comparison
VUG's dividend yield for the trailing twelve months is around 0.55%, less than VONG's 0.69% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Growth ETF | 0.55% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Vanguard Russell 1000 Growth ETF | 0.69% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
VUG vs. VONG - Drawdown Comparison
The maximum VUG drawdown since its inception was -50.68%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VUG and VONG. For additional features, visit the drawdowns tool.
Volatility
VUG vs. VONG - Volatility Comparison
Vanguard Growth ETF (VUG) has a higher volatility of 5.72% compared to Vanguard Russell 1000 Growth ETF (VONG) at 5.42%. This indicates that VUG's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.