VWUAX vs. IWF
Compare and contrast key facts about Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and iShares Russell 1000 Growth ETF (IWF).
VWUAX is managed by Vanguard. It was launched on Aug 13, 2001. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUAX or IWF.
Correlation
The correlation between VWUAX and IWF 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
VWUAX vs. IWF - Performance Comparison
Key characteristics
VWUAX:
1.48
IWF:
2.13
VWUAX:
1.90
IWF:
2.75
VWUAX:
1.29
IWF:
1.39
VWUAX:
0.99
IWF:
2.77
VWUAX:
9.17
IWF:
10.82
VWUAX:
3.30%
IWF:
3.39%
VWUAX:
20.42%
IWF:
17.22%
VWUAX:
-51.75%
IWF:
-64.18%
VWUAX:
-7.68%
IWF:
-2.67%
Returns By Period
In the year-to-date period, VWUAX achieves a 28.35% return, which is significantly lower than IWF's 35.03% return. Over the past 10 years, VWUAX has underperformed IWF with an annualized return of 9.62%, while IWF has yielded a comparatively higher 16.65% annualized return.
VWUAX
28.35%
-1.77%
8.25%
28.49%
11.34%
9.62%
IWF
35.03%
3.82%
12.18%
35.31%
19.25%
16.65%
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VWUAX vs. IWF - Expense Ratio Comparison
VWUAX has a 0.28% expense ratio, which is higher than IWF's 0.19% expense ratio.
Risk-Adjusted Performance
VWUAX vs. IWF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and iShares Russell 1000 Growth ETF (IWF). 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
VWUAX vs. IWF - Dividend Comparison
VWUAX has not paid dividends to shareholders, while IWF's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.00% | 0.37% | 0.49% | 0.08% | 0.13% | 0.47% | 0.53% | 0.40% | 0.57% | 0.65% | 0.81% | 0.53% |
IWF iShares Russell 1000 Growth ETF | 0.45% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% | 1.29% |
Drawdowns
VWUAX vs. IWF - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -51.75%, smaller than the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for VWUAX and IWF. For additional features, visit the drawdowns tool.
Volatility
VWUAX vs. IWF - Volatility Comparison
Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a higher volatility of 9.58% compared to iShares Russell 1000 Growth ETF (IWF) at 4.93%. This indicates that VWUAX's price experiences larger fluctuations and is considered to be riskier than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.