VUN.TO vs. VIGRX
Compare and contrast key facts about Vanguard US Total Market Index ETF (VUN.TO) and Vanguard Growth Index Fund (VIGRX).
VUN.TO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Aug 2, 2013. VIGRX is managed by Vanguard. It was launched on Nov 2, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUN.TO or VIGRX.
Key characteristics
| VUN.TO | VIGRX | |
|---|---|---|
| YTD Return | 21.36% | 23.67% |
| 1Y Return | 34.10% | 42.85% |
| 3Y Return (Ann) | 10.58% | 8.57% |
| 5Y Return (Ann) | 15.22% | 19.04% |
| 10Y Return (Ann) | 14.41% | 15.36% |
| Sharpe Ratio | 2.96 | 2.35 |
| Daily Std Dev | 11.08% | 17.25% |
| Max Drawdown | -28.19% | -57.48% |
| Current Drawdown | -0.69% | -2.11% |
Correlation
The correlation between VUN.TO and VIGRX is 0.82, 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
VUN.TO vs. VIGRX - Performance Comparison
In the year-to-date period, VUN.TO achieves a 21.36% return, which is significantly lower than VIGRX's 23.67% return. Over the past 10 years, VUN.TO has underperformed VIGRX with an annualized return of 14.41%, while VIGRX has yielded a comparatively higher 15.36% 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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VUN.TO vs. VIGRX - Expense Ratio Comparison
Both VUN.TO and VIGRX have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VUN.TO vs. VIGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard US Total Market Index ETF (VUN.TO) and Vanguard Growth Index Fund (VIGRX). 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
VUN.TO vs. VIGRX - Dividend Comparison
VUN.TO's dividend yield for the trailing twelve months is around 0.77%, more than VIGRX's 0.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUN.TO Vanguard US Total Market Index ETF | 0.77% | 1.10% | 1.21% | 0.97% | 1.15% | 1.45% | 1.52% | 1.39% | 1.50% | 1.49% | 1.32% | 0.63% |
VIGRX Vanguard Growth Index Fund | 0.31% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% | 1.06% |
Drawdowns
VUN.TO vs. VIGRX - Drawdown Comparison
The maximum VUN.TO drawdown since its inception was -28.19%, smaller than the maximum VIGRX drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for VUN.TO and VIGRX. For additional features, visit the drawdowns tool.
Volatility
VUN.TO vs. VIGRX - Volatility Comparison
The current volatility for Vanguard US Total Market Index ETF (VUN.TO) is 3.83%, while Vanguard Growth Index Fund (VIGRX) has a volatility of 5.53%. This indicates that VUN.TO experiences smaller price fluctuations and is considered to be less risky than VIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.