VUSA.AS vs. DGRW
Compare and contrast key facts about Vanguard S&P 500 UCITS ETF (VUSA.AS) and WisdomTree U.S. Dividend Growth Fund (DGRW).
VUSA.AS and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013. Both VUSA.AS and DGRW 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: VUSA.AS or DGRW.
Correlation
The correlation between VUSA.AS and DGRW is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VUSA.AS vs. DGRW - Performance Comparison
Key characteristics
VUSA.AS:
2.77
DGRW:
1.84
VUSA.AS:
3.74
DGRW:
2.58
VUSA.AS:
1.57
DGRW:
1.34
VUSA.AS:
4.06
DGRW:
3.16
VUSA.AS:
18.09
DGRW:
10.95
VUSA.AS:
1.86%
DGRW:
1.81%
VUSA.AS:
12.16%
DGRW:
10.72%
VUSA.AS:
-33.64%
DGRW:
-32.04%
VUSA.AS:
-1.41%
DGRW:
-4.53%
Returns By Period
In the year-to-date period, VUSA.AS achieves a 34.17% return, which is significantly higher than DGRW's 17.79% return. Over the past 10 years, VUSA.AS has outperformed DGRW with an annualized return of 14.39%, while DGRW has yielded a comparatively lower 12.33% annualized return.
VUSA.AS
34.17%
2.47%
11.97%
32.76%
15.62%
14.39%
DGRW
17.79%
-1.80%
4.69%
18.81%
13.15%
12.33%
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VUSA.AS vs. DGRW - Expense Ratio Comparison
VUSA.AS has a 0.07% expense ratio, which is lower than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
VUSA.AS vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF (VUSA.AS) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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
VUSA.AS vs. DGRW - Dividend Comparison
VUSA.AS's dividend yield for the trailing twelve months is around 0.99%, less than DGRW's 1.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSA.AS Vanguard S&P 500 UCITS ETF | 0.99% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% | 1.19% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Drawdowns
VUSA.AS vs. DGRW - Drawdown Comparison
The maximum VUSA.AS drawdown since its inception was -33.64%, roughly equal to the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for VUSA.AS and DGRW. For additional features, visit the drawdowns tool.
Volatility
VUSA.AS vs. DGRW - Volatility Comparison
The current volatility for Vanguard S&P 500 UCITS ETF (VUSA.AS) is 2.63%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 3.06%. This indicates that VUSA.AS experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.