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VWSUX vs. VWUSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VWSUX and VWUSX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.0

Performance

VWSUX vs. VWUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
47.41%
401.78%
VWSUX
VWUSX

Key characteristics

Sharpe Ratio

VWSUX:

2.54

VWUSX:

1.45

Sortino Ratio

VWSUX:

5.40

VWUSX:

1.87

Omega Ratio

VWSUX:

1.89

VWUSX:

1.28

Calmar Ratio

VWSUX:

5.90

VWUSX:

1.39

Martin Ratio

VWSUX:

19.20

VWUSX:

8.86

Ulcer Index

VWSUX:

0.16%

VWUSX:

3.33%

Daily Std Dev

VWSUX:

1.17%

VWUSX:

20.39%

Max Drawdown

VWSUX:

-3.08%

VWUSX:

-71.26%

Current Drawdown

VWSUX:

-0.38%

VWUSX:

-6.76%

Returns By Period

In the year-to-date period, VWSUX achieves a 2.65% return, which is significantly lower than VWUSX's 29.37% return. Over the past 10 years, VWSUX has underperformed VWUSX with an annualized return of 1.43%, while VWUSX has yielded a comparatively higher 14.37% annualized return.


VWSUX

YTD

2.65%

1M

-0.19%

6M

1.59%

1Y

2.98%

5Y*

1.62%

10Y*

1.43%

VWUSX

YTD

29.37%

1M

-1.29%

6M

10.41%

1Y

29.53%

5Y*

15.23%

10Y*

14.37%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VWSUX vs. VWUSX - Expense Ratio Comparison

VWSUX has a 0.09% expense ratio, which is lower than VWUSX's 0.38% expense ratio.


VWUSX
Vanguard U.S. Growth Fund Investor Shares
Expense ratio chart for VWUSX: current value at 0.38% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.38%
Expense ratio chart for VWSUX: current value at 0.09% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.09%

Risk-Adjusted Performance

VWSUX vs. VWUSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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.


Sharpe ratio
The chart of Sharpe ratio for VWSUX, currently valued at 2.54, compared to the broader market-1.000.001.002.003.004.002.541.45
The chart of Sortino ratio for VWSUX, currently valued at 5.40, compared to the broader market-2.000.002.004.006.008.0010.005.401.87
The chart of Omega ratio for VWSUX, currently valued at 1.89, compared to the broader market0.501.001.502.002.503.003.501.891.28
The chart of Calmar ratio for VWSUX, currently valued at 5.90, compared to the broader market0.002.004.006.008.0010.0012.0014.005.901.39
The chart of Martin ratio for VWSUX, currently valued at 19.20, compared to the broader market0.0020.0040.0060.0019.208.86
VWSUX
VWUSX

The current VWSUX Sharpe Ratio is 2.54, which is higher than the VWUSX Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of VWSUX and VWUSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
2.54
1.45
VWSUX
VWUSX

Dividends

VWSUX vs. VWUSX - Dividend Comparison

VWSUX's dividend yield for the trailing twelve months is around 2.99%, while VWUSX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
VWSUX
Vanguard Short-Term Tax-Exempt Fund Admiral Shares
2.99%2.50%1.23%0.71%1.26%1.67%1.53%1.16%0.97%0.78%0.79%0.93%
VWUSX
Vanguard U.S. Growth Fund Investor Shares
0.00%0.28%0.37%0.00%0.03%0.35%0.39%0.40%0.42%0.49%0.65%0.39%

Drawdowns

VWSUX vs. VWUSX - Drawdown Comparison

The maximum VWSUX drawdown since its inception was -3.08%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for VWSUX and VWUSX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.38%
-6.76%
VWSUX
VWUSX

Volatility

VWSUX vs. VWUSX - Volatility Comparison

The current volatility for Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) is 0.28%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 9.52%. This indicates that VWSUX experiences smaller price fluctuations and is considered to be less risky than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
0.28%
9.52%
VWSUX
VWUSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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