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.
Performance
VUG vs. VONG - Performance Comparison
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VUG at 30.27% and VONG at 30.27%. Over the past 10 years, VUG has underperformed VONG with an annualized return of 15.55%, while VONG has yielded a comparatively higher 16.43% annualized return.
VUG
30.27%
2.44%
14.56%
36.37%
19.10%
15.55%
VONG
30.27%
2.30%
14.52%
36.41%
19.48%
16.43%
Key characteristics
| VUG | VONG | |
|---|---|---|
| Sharpe Ratio | 2.14 | 2.16 |
| Sortino Ratio | 2.79 | 2.82 |
| Omega Ratio | 1.39 | 1.40 |
| Calmar Ratio | 2.77 | 2.75 |
| Martin Ratio | 10.94 | 10.82 |
| Ulcer Index | 3.29% | 3.33% |
| Daily Std Dev | 16.84% | 16.71% |
| Max Drawdown | -50.68% | -32.72% |
| Current Drawdown | -1.30% | -1.43% |
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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%.
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.
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 0.49%, less than VONG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG Vanguard Growth ETF | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 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) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.55% and 5.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.