VWUAX vs. DRGTX
VWUAX (Vanguard U.S. Growth Fund Admiral Shares) and DRGTX (Virtus Technology Fund) are both mutual funds - VWUAX is a Large Cap Growth Equities fund actively managed by Vanguard, while DRGTX is a Technology Equities fund managed by Allianz. Over the past 10 years, VWUAX returned 14.86%/yr vs 22.19%/yr for DRGTX. Their correlation of 0.91 means they have usually moved in the same direction. VWUAX charges 0.25%/yr vs 1.16%/yr for DRGTX.
Performance
VWUAX vs. DRGTX - Performance Comparison
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Returns By Period
In the year-to-date period, VWUAX achieves a -2.88% return, which is significantly lower than DRGTX's 18.87% return. Over the past 10 years, VWUAX has underperformed DRGTX with an annualized return of 14.86%, while DRGTX has yielded a comparatively higher 22.19% annualized return.
VWUAX
- 1D
- 1.97%
- 1M
- -3.71%
- 6M
- -0.35%
- YTD
- -2.88%
- 1Y
- 2.46%
- 3Y*
- 16.27%
- 5Y*
- 3.29%
- 10Y*
- 14.86%
- ALL TIME*
- 8.75%
DRGTX
- 1D
- 4.57%
- 1M
- -3.03%
- 6M
- 18.71%
- YTD
- 18.87%
- 1Y
- 33.75%
- 3Y*
- 28.90%
- 5Y*
- 14.91%
- 10Y*
- 22.19%
- ALL TIME*
- 14.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VWUAX vs. DRGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWUAX Vanguard U.S. Growth Fund Admiral Shares | -2.88% | 15.49% | 31.79% | 45.32% | -39.58% | 2.43% | 58.80% | 48.42% | 0.77% | 31.26% |
DRGTX Virtus Technology Fund | 18.87% | 25.10% | 35.67% | 65.59% | -42.58% | 12.14% | 70.02% | 29.46% | 5.06% | 47.17% |
Correlation
The correlation between VWUAX and DRGTX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 2001 | 0.91 |
The correlation between VWUAX and DRGTX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
VWUAX vs. DRGTX — Risk / Return Rank
VWUAX
DRGTX
VWUAX vs. DRGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Virtus Technology Fund (DRGTX). 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.
| VWUAX | DRGTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.48 | -1.45 |
| Martin ratioReturn relative to average drawdown | 0.09 | 4.27 | -4.19 |
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Drawdowns
VWUAX vs. DRGTX - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -50.37%, smaller than the maximum DRGTX drawdown of -83.33%. Use the drawdown chart below to compare losses from any high point for VWUAX and DRGTX.
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Drawdown Indicators
| VWUAX | DRGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.37% | -83.33% | +32.96% |
Max Drawdown (1Y)Largest decline over 1 year | -19.12% | -20.78% | +1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -25.01% | -29.46% | +4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -50.17% | -49.05% | -1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -50.17% | -49.05% | -1.12% |
Current DrawdownCurrent decline from peak | -8.05% | -9.44% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -12.77% | -29.82% | +17.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.78% | 7.21% | -0.43% |
Volatility
VWUAX vs. DRGTX - Volatility Comparison
The current volatility for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) is 5.29%, while Virtus Technology Fund (DRGTX) has a volatility of 8.92%. This indicates that VWUAX experiences smaller price fluctuations and is considered to be less risky than DRGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWUAX | DRGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 8.92% | -3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 14.35% | 21.46% | -7.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 25.94% | -7.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.11% | 29.16% | -4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.79% | 27.19% | -3.40% |
VWUAX vs. DRGTX - Expense Ratio Comparison
VWUAX has a 0.25% expense ratio, which is lower than DRGTX's 1.16% expense ratio.
Dividends
VWUAX vs. DRGTX - Dividend Comparison
VWUAX's dividend yield for the trailing twelve months is around 9.78%, more than DRGTX's 2.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRGTX Virtus Technology Fund | 2.11% | 2.51% | 0.00% | 0.00% | 18.86% | 28.27% | 16.84% | 17.12% | 21.77% | 16.26% | 5.15% | 15.96% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 9.78% | 9.50% | 4.70% | 0.37% | 0.49% | 3.60% | 4.00% | 13.28% | 9.80% | 4.63% | 1.67% | 9.10% |
Frequently Asked Questions
With a correlation of 0.90, VWUAX and DRGTX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DRGTX has higher volatility (8.92%) compared to VWUAX (5.29%). In terms of maximum drawdown, VWUAX dropped -50.37% vs DRGTX's -83.33%.
DRGTX currently has the higher Sharpe Ratio (1.19 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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