VWUAX vs. TADAX
Compare and contrast key facts about Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Transamerica US Growth (TADAX).
VWUAX is managed by Vanguard. It was launched on Aug 13, 2001. TADAX is managed by Transamerica. It was launched on Nov 13, 2009.
Performance
VWUAX vs. TADAX - Performance Comparison
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VWUAX vs. TADAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWUAX Vanguard U.S. Growth Fund Admiral Shares | -15.04% | 15.49% | 31.79% | 45.32% | -39.58% | 2.43% | 58.80% | 48.42% | 0.77% | 31.26% |
TADAX Transamerica US Growth | -13.15% | 17.09% | 28.81% | 41.45% | -31.60% | 20.65% | 35.85% | 39.41% | -0.52% | 28.71% |
Returns By Period
In the year-to-date period, VWUAX achieves a -15.04% return, which is significantly lower than TADAX's -13.15% return. Both investments have delivered pretty close results over the past 10 years, with VWUAX having a 13.97% annualized return and TADAX not far ahead at 14.23%.
VWUAX
- 1D
- -0.26%
- 1M
- -8.83%
- YTD
- -15.04%
- 6M
- -15.45%
- 1Y
- 9.26%
- 3Y*
- 17.51%
- 5Y*
- 3.34%
- 10Y*
- 13.97%
TADAX
- 1D
- -0.61%
- 1M
- -9.05%
- YTD
- -13.15%
- 6M
- -11.89%
- 1Y
- 14.01%
- 3Y*
- 17.49%
- 5Y*
- 8.61%
- 10Y*
- 14.23%
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VWUAX vs. TADAX - Expense Ratio Comparison
VWUAX has a 0.28% expense ratio, which is lower than TADAX's 1.02% expense ratio.
Return for Risk
VWUAX vs. TADAX — Risk / Return Rank
VWUAX
TADAX
VWUAX vs. TADAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Transamerica US Growth (TADAX). 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 | TADAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.62 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.04 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.67 | -0.37 |
Martin ratioReturn relative to average drawdown | 1.00 | 2.39 | -1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWUAX | TADAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.62 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.38 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.65 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.63 | -0.26 |
Correlation
The correlation between VWUAX and TADAX 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.
Dividends
VWUAX vs. TADAX - Dividend Comparison
VWUAX's dividend yield for the trailing twelve months is around 11.18%, more than TADAX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 11.18% | 9.50% | 4.70% | 0.37% | 0.49% | 3.60% | 4.00% | 13.28% | 9.80% | 4.63% | 1.67% | 9.10% |
TADAX Transamerica US Growth | 5.29% | 4.59% | 16.73% | 3.66% | 4.60% | 13.56% | 9.73% | 8.29% | 12.42% | 10.92% | 2.29% | 2.47% |
Drawdowns
VWUAX vs. TADAX - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -50.37%, which is greater than TADAX's maximum drawdown of -39.29%. Use the drawdown chart below to compare losses from any high point for VWUAX and TADAX.
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Drawdown Indicators
| VWUAX | TADAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.37% | -39.29% | -11.08% |
Max Drawdown (1Y)Largest decline over 1 year | -19.12% | -16.48% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -50.17% | -39.29% | -10.88% |
Max Drawdown (10Y)Largest decline over 10 years | -50.17% | -39.29% | -10.88% |
Current DrawdownCurrent decline from peak | -19.12% | -16.48% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -6.43% | -6.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 4.66% | +1.15% |
Volatility
VWUAX vs. TADAX - Volatility Comparison
Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Transamerica US Growth (TADAX) have volatilities of 5.78% and 5.79%, 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.
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Volatility by Period
| VWUAX | TADAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 5.79% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.81% | 12.84% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.40% | 22.75% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.01% | 23.05% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.64% | 21.85% | +1.79% |