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VUSG vs. TDVG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSG vs. TDVG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Growth Active ETF (VUSG) and T. Rowe Price Dividend Growth ETF (TDVG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VUSG achieves a 1.35% return, which is significantly lower than TDVG's 8.44% return.


VUSG

1D
-1.11%
1M
-4.61%
YTD
1.35%
6M
0.02%
1Y
3Y*
5Y*
10Y*

TDVG

1D
0.16%
1M
1.33%
YTD
8.44%
6M
7.27%
1Y
17.50%
3Y*
15.63%
5Y*
10.17%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSG vs. TDVG - Yearly Performance Comparison


Correlation

The correlation between VUSG and TDVG is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 18, 2025

0.57

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Return for Risk

VUSG vs. TDVG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VUSG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


TDVG
TDVG Risk / Return Rank: 6262
Overall Rank
TDVG Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
TDVG Sortino Ratio Rank: 6565
Sortino Ratio Rank
TDVG Omega Ratio Rank: 6161
Omega Ratio Rank
TDVG Calmar Ratio Rank: 5757
Calmar Ratio Rank
TDVG Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUSG vs. TDVG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) and T. Rowe Price Dividend Growth ETF (TDVG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VUSGTDVGDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.43

Martin ratioReturn relative to average drawdown

9.97

VUSG vs. TDVG - Sharpe Ratio Comparison


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Drawdowns

VUSG vs. TDVG - Drawdown Comparison

The maximum VUSG drawdown since its inception was -15.14%, smaller than the maximum TDVG drawdown of -19.20%. Use the drawdown chart below to compare losses from any high point for VUSG and TDVG.


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Drawdown Indicators


VUSGTDVGDifference

Max Drawdown

Largest peak-to-trough decline

-15.14%

-19.20%

+4.06%

Max Drawdown (1Y)

Largest decline over 1 year

-7.24%

Max Drawdown (3Y)

Largest decline over 3 years

-14.02%

Max Drawdown (5Y)

Largest decline over 5 years

-19.20%

Current Drawdown

Current decline from peak

-7.86%

-0.45%

-7.41%

Average Drawdown

Average peak-to-trough decline

-3.69%

-3.72%

+0.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.76%

Volatility

VUSG vs. TDVG - Volatility Comparison


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Volatility by Period


VUSGTDVGDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.70%

Volatility (6M)

Calculated over the trailing 6-month period

7.58%

Volatility (1Y)

Calculated over the trailing 1-year period

20.02%

9.73%

+10.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.02%

13.92%

+6.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.02%

13.89%

+6.13%

VUSG vs. TDVG - Expense Ratio Comparison

VUSG has a 0.35% expense ratio, which is lower than TDVG's 0.50% expense ratio.


Dividends

VUSG vs. TDVG - Dividend Comparison

VUSG's dividend yield for the trailing twelve months is around 0.02%, less than TDVG's 0.98% yield.


PositionTTM202520242023202220212020
TDVG
T. Rowe Price Dividend Growth ETF
0.98%1.00%1.06%1.31%1.15%0.80%0.40%
VUSG
Vanguard Wellington U.S. Growth Active ETF
0.02%0.02%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VUSG and TDVG have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VUSG is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VUSG is cheaper with a 0.35% expense ratio, compared with 0.50% for TDVG.

TDVG has the higher dividend yield at 0.98%, compared with 0.02% for VUSG.

They also come from different issuers: Vanguard and T. Rowe Price. Their fees differ too: 0.35% for VUSG and 0.50% for TDVG.

Portfolio Optimizer

Find the right allocation for VUSG and TDVG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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