VWUAX vs. EQR
VWUAX (Vanguard U.S. Growth Fund Admiral Shares) is Large Cap Growth Equities fund actively managed by Vanguard, while EQR (Equity Residential) is a stock. Over the past 10 years, VWUAX returned 14.86%/yr vs 4.06%/yr for EQR. Their 0.42 correlation means their historical movements had little consistent relationship.
Performance
VWUAX vs. EQR - 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 EQR's 8.99% return. Over the past 10 years, VWUAX has outperformed EQR with an annualized return of 14.86%, while EQR has yielded a comparatively lower 4.06% 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%
EQR
- 1D
- -1.00%
- 1M
- -4.84%
- 6M
- 9.04%
- YTD
- 8.99%
- 1Y
- 10.67%
- 3Y*
- 4.61%
- 5Y*
- -0.79%
- 10Y*
- 4.06%
- ALL TIME*
- 10.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $238.25M | $202.36M | $206.08M | |
| $0.00 | $0.00 | $0.00 |
VWUAX vs. EQR - 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% |
EQR Equity Residential | 8.99% | -8.57% | 20.81% | 8.34% | -32.46% | 57.33% | -23.61% | 26.16% | 7.08% | 2.19% |
Correlation
The correlation between VWUAX and EQR is -0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 2001 | 0.42 |
The correlation between VWUAX and EQR shifts across timeframes, from -0.04 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VWUAX vs. EQR — Risk / Return Rank
VWUAX
EQR
VWUAX vs. EQR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Equity Residential (EQR). 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 | EQR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.10 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.86 | -0.83 |
| Martin ratioReturn relative to average drawdown | 0.09 | 1.85 | -1.76 |
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Drawdowns
VWUAX vs. EQR - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -50.37%, smaller than the maximum EQR drawdown of -67.40%. Use the drawdown chart below to compare losses from any high point for VWUAX and EQR.
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Drawdown Indicators
| VWUAX | EQR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.37% | -67.40% | +17.03% |
Max Drawdown (1Y)Largest decline over 1 year | -19.12% | -11.58% | -7.54% |
Max Drawdown (3Y)Largest decline over 3 years | -25.01% | -21.25% | -3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -50.17% | -39.32% | -10.85% |
Max Drawdown (10Y)Largest decline over 10 years | -50.17% | -45.91% | -4.26% |
Current DrawdownCurrent decline from peak | -8.05% | -15.10% | +7.05% |
Average DrawdownAverage peak-to-trough decline | -12.77% | -12.14% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.78% | 5.35% | +1.43% |
Volatility
VWUAX vs. EQR - Volatility Comparison
The current volatility for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) is 5.29%, while Equity Residential (EQR) has a volatility of 6.14%. This indicates that VWUAX experiences smaller price fluctuations and is considered to be less risky than EQR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWUAX | EQR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 6.14% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 14.35% | 14.57% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 20.14% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.11% | 22.55% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.79% | 24.94% | -1.15% |
Dividends
VWUAX vs. EQR - Dividend Comparison
VWUAX's dividend yield for the trailing twelve months is around 9.78%, more than EQR's 4.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 4.20% | 4.37% | 2.82% | 4.33% | 4.24% | 2.66% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% |
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
VWUAX and EQR have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EQR has higher volatility (6.14%) compared to VWUAX (5.29%). In terms of maximum drawdown, VWUAX dropped -50.37% vs EQR's -67.40%.
EQR currently has the higher Sharpe Ratio (0.50 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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