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.
Performance
VWUAX vs. IWF - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VWUAX having a 30.66% return and IWF slightly lower at 30.38%. Over the past 10 years, VWUAX has underperformed IWF with an annualized return of 14.66%, while IWF has yielded a comparatively higher 16.27% annualized return.
VWUAX
30.66%
3.11%
15.58%
37.97%
16.49%
14.66%
IWF
30.38%
2.39%
15.01%
35.95%
19.38%
16.27%
Key characteristics
| VWUAX | IWF | |
|---|---|---|
| Sharpe Ratio | 2.08 | 2.18 |
| Sortino Ratio | 2.72 | 2.84 |
| Omega Ratio | 1.38 | 1.40 |
| Calmar Ratio | 1.69 | 2.76 |
| Martin Ratio | 12.17 | 10.86 |
| Ulcer Index | 3.18% | 3.37% |
| Daily Std Dev | 18.57% | 16.76% |
| Max Drawdown | -50.37% | -64.18% |
| Current Drawdown | -1.07% | -1.27% |
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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.
Correlation
The correlation between VWUAX and IWF is 0.96, 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.
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's dividend yield for the trailing twelve months is around 0.28%, less than IWF's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.28% | 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 | 0.51% | 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 -50.37%, 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) and iShares Russell 1000 Growth ETF (IWF) have volatilities of 5.66% and 5.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.