VV vs. VUG
Compare and contrast key facts about Vanguard Large-Cap ETF (VV) and Vanguard Growth ETF (VUG).
VV and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 2004. 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. Both VV and VUG 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: VV or VUG.
Key characteristics
| VV | VUG | |
|---|---|---|
| YTD Return | 6.69% | 6.64% |
| 1Y Return | 27.19% | 37.04% |
| 3Y Return (Ann) | 7.51% | 6.89% |
| 5Y Return (Ann) | 13.30% | 15.93% |
| 10Y Return (Ann) | 12.49% | 14.77% |
| Sharpe Ratio | 2.10 | 2.18 |
| Daily Std Dev | 11.98% | 15.69% |
| Max Drawdown | -54.81% | -50.68% |
| Current Drawdown | -3.56% | -4.39% |
Correlation
The correlation between VV and VUG is 0.95, 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
VV vs. VUG - Performance Comparison
The year-to-date returns for both stocks are quite close, with VV having a 6.69% return and VUG slightly lower at 6.64%. Over the past 10 years, VV has underperformed VUG with an annualized return of 12.49%, while VUG has yielded a comparatively higher 14.77% 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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VV vs. VUG - Expense Ratio Comparison
Both VV and VUG have an expense ratio of 0.04%, 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
VV vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap ETF (VV) and Vanguard Growth ETF (VUG). 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
VV vs. VUG - Dividend Comparison
VV's dividend yield for the trailing twelve months is around 1.38%, more than VUG's 0.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VV Vanguard Large-Cap ETF | 1.38% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
VUG Vanguard Growth ETF | 0.56% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
VV vs. VUG - Drawdown Comparison
The maximum VV drawdown since its inception was -54.81%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VV and VUG. For additional features, visit the drawdowns tool.
Volatility
VV vs. VUG - Volatility Comparison
The current volatility for Vanguard Large-Cap ETF (VV) is 3.59%, while Vanguard Growth ETF (VUG) has a volatility of 4.86%. This indicates that VV experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.