VUG vs. WPSGX
Compare and contrast key facts about Vanguard Growth ETF (VUG) and AB Concentrated Growth Fund (WPSGX).
VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000. WPSGX is managed by AllianceBernstein. It was launched on Feb 28, 1994.
Performance
VUG vs. WPSGX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with VUG having a -9.29% return and WPSGX slightly lower at -9.70%. Over the past 10 years, VUG has outperformed WPSGX with an annualized return of 16.20%, while WPSGX has yielded a comparatively lower 11.51% annualized return.
VUG
- 1D
- 0.11%
- 1M
- -4.69%
- YTD
- -9.29%
- 6M
- -7.99%
- 1Y
- 32.91%
- 3Y*
- 21.67%
- 5Y*
- 11.69%
- 10Y*
- 16.20%
WPSGX
- 1D
- 0.32%
- 1M
- -6.30%
- YTD
- -9.70%
- 6M
- -12.21%
- 1Y
- 9.11%
- 3Y*
- 7.18%
- 5Y*
- 3.29%
- 10Y*
- 11.51%
VUG vs. WPSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VUG Vanguard Growth ETF | -9.29% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
WPSGX AB Concentrated Growth Fund | -9.70% | 6.29% | 11.16% | 19.70% | -24.61% | 31.53% | 21.22% | 44.50% | 1.56% | 22.99% |
Correlation
The correlation between VUG and WPSGX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
VUG vs. WPSGX - Expense Ratio Comparison
VUG has a 0.03% expense ratio, which is lower than WPSGX's 0.75% expense ratio.
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Return for Risk
VUG vs. WPSGX — Risk / Return Rank
VUG
WPSGX
VUG vs. WPSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth ETF (VUG) and AB Concentrated Growth Fund (WPSGX). 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.
| VUG | WPSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | -0.05 | +0.83 |
Sortino ratioReturn per unit of downside risk | 1.27 | 0.06 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.01 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 0.00 | +1.13 |
Martin ratioReturn relative to average drawdown | 3.90 | 0.01 | +3.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VUG | WPSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | -0.05 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.18 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.17 | +0.40 |
Drawdowns
VUG vs. WPSGX - Drawdown Comparison
The maximum VUG drawdown since its inception was -50.68%, smaller than the maximum WPSGX drawdown of -90.28%. Use the drawdown chart below to compare losses from any high point for VUG and WPSGX.
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Drawdown Indicators
| VUG | WPSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.68% | -90.28% | +39.60% |
Max Drawdown (1Y)Largest decline over 1 year | -16.53% | -15.52% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -35.61% | -32.60% | -3.01% |
Max Drawdown (10Y)Largest decline over 10 years | -35.61% | -36.22% | +0.61% |
Current DrawdownCurrent decline from peak | -12.15% | -12.66% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -7.13% | -36.85% | +29.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 4.67% | +0.11% |
Volatility
VUG vs. WPSGX - Volatility Comparison
Vanguard Growth ETF (VUG) has a higher volatility of 7.02% compared to AB Concentrated Growth Fund (WPSGX) at 5.39%. This indicates that VUG's price experiences larger fluctuations and is considered to be riskier than WPSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VUG | WPSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 5.39% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 10.25% | +2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 18.33% | +4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.22% | 18.09% | +4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.38% | 19.48% | +1.90% |
Dividends
VUG vs. WPSGX - Dividend Comparison
VUG's dividend yield for the trailing twelve months is around 0.45%, less than WPSGX's 9.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG Vanguard Growth ETF | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
WPSGX AB Concentrated Growth Fund | 9.43% | 8.52% | 11.43% | 1.15% | 1.95% | 10.55% | 3.56% | 6.53% | 8.08% | 3.51% | 0.44% | 2.89% |