VWUAX vs. EQR

Last updated Apr 2, 2026

Compare and contrast key facts about Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Equity Residential (EQR).

VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.

Performance

VWUAX vs. EQR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Equity Residential (EQR). The values are adjusted to include any dividend payments, if applicable.

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	-11.80%	15.49%	31.79%	45.32%	-39.58%	2.43%	58.80%	48.42%	0.77%	31.26%
EQR Equity Residential	-3.33%	-8.57%	20.81%	8.34%	-32.46%	57.33%	-23.61%	26.16%	7.08%	2.19%

Returns By Period

In the year-to-date period, VWUAX achieves a -11.80% return, which is significantly lower than EQR's -3.33% return. Over the past 10 years, VWUAX has outperformed EQR with an annualized return of 14.40%, while EQR has yielded a comparatively lower 1.76% annualized return.

VWUAX

• 1D: 3.81%
• 1M: -5.57%
• YTD: -11.80%
• 6M: -12.33%
• 1Y: 12.43%
• 3Y*: 18.98%
• 5Y*: 3.70%
• 10Y*: 14.40%

EQR

• 1D: 0.68%
• 1M: -4.53%
• YTD: -3.33%
• 6M: -4.93%
• 1Y: -12.71%
• 3Y*: 3.97%
• 5Y*: -0.07%
• 10Y*: 1.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

VWUAX vs. EQR — Risk / Return Rank

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

VWUAX

VWUAX Risk / Return Rank: 22
VWUAX Sharpe Ratio Rank: 20
VWUAX Sortino Ratio Rank: 23
VWUAX Omega Ratio Rank: 23
VWUAX Calmar Ratio Rank: 22
VWUAX Martin Ratio Rank: 20

EQR

EQR Risk / Return Rank: 15
EQR Sharpe Ratio Rank: 17
EQR Sortino Ratio Rank: 16
EQR Omega Ratio Rank: 17
EQR Calmar Ratio Rank: 12
EQR Martin Ratio Rank: 14

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.

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.

	VWUAX	EQR	Difference
Sharpe ratio Return per unit of total volatility	0.57	-0.55	+1.12
Sortino ratio Return per unit of downside risk	0.98	-0.64	+1.62
Omega ratio Gain probability vs. loss probability	1.14	0.92	+0.22
Calmar ratio Return relative to maximum drawdown	0.68	-0.79	+1.48
Martin ratio Return relative to average drawdown	2.22	-1.33	+3.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VWUAX vs. EQR - Sharpe Ratio Comparison

The current VWUAX Sharpe Ratio is 0.57, which is higher than the EQR Sharpe Ratio of -0.55. The chart below compares the historical Sharpe Ratios of VWUAX and EQR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	VWUAX	EQR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.57	-0.55	+1.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.15	-0.00	+0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.61	0.07	+0.54
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.33	+0.05

Correlation

The correlation between VWUAX and EQR is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

VWUAX vs. EQR - Dividend Comparison

VWUAX's dividend yield for the trailing twelve months is around 10.77%, more than EQR's 4.67% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VWUAX Vanguard U.S. Growth Fund Admiral Shares	10.77%	9.50%	4.70%	0.37%	0.49%	3.60%	4.00%	13.28%	9.80%	4.63%	1.67%	9.10%
EQR Equity Residential	4.67%	4.37%	2.82%	4.33%	4.24%	2.66%	4.07%	2.81%	3.27%	3.16%	20.22%	2.71%

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.

Drawdown Indicators

	VWUAX	EQR	Difference
Max Drawdown Largest peak-to-trough decline	-50.37%	-67.40%	+17.03%
Max Drawdown (1Y) Largest decline over 1 year	-19.12%	-16.55%	-2.57%
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 Drawdown Current decline from peak	-16.04%	-24.70%	+8.66%
Average Drawdown Average peak-to-trough decline	-12.87%	-12.10%	-0.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.90%	9.85%	-3.95%

Volatility

VWUAX vs. EQR - Volatility Comparison

Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a higher volatility of 7.12% compared to Equity Residential (EQR) at 5.33%. This indicates that VWUAX's price experiences larger fluctuations and is considered to be riskier than EQR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VWUAX	EQR	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.12%	5.33%	+1.79%
Volatility (6M) Calculated over the trailing 6-month period	13.36%	14.14%	-0.78%
Volatility (1Y) Calculated over the trailing 1-year period	23.65%	23.26%	+0.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.05%	22.37%	+2.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.67%	24.98%	-1.31%