VWUAX vs. VDIGX
Compare and contrast key facts about Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Vanguard Dividend Growth Fund (VDIGX).
VWUAX is managed by Vanguard. It was launched on Aug 13, 2001. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Performance
VWUAX vs. VDIGX - Performance Comparison
Loading graphics...
VWUAX vs. VDIGX - 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% |
VDIGX Vanguard Dividend Growth Fund | -6.99% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, VWUAX achieves a -15.04% return, which is significantly lower than VDIGX's -6.99% return. Over the past 10 years, VWUAX has outperformed VDIGX with an annualized return of 13.97%, while VDIGX has yielded a comparatively lower 11.31% annualized return.
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%
VDIGX
- 1D
- 0.14%
- 1M
- -8.69%
- YTD
- -6.99%
- 6M
- -4.14%
- 1Y
- 0.66%
- 3Y*
- 10.48%
- 5Y*
- 8.98%
- 10Y*
- 11.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VWUAX vs. VDIGX - Expense Ratio Comparison
VWUAX has a 0.28% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Return for Risk
VWUAX vs. VDIGX — Risk / Return Rank
VWUAX
VDIGX
VWUAX vs. VDIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Vanguard Dividend Growth Fund (VDIGX). 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 | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.12 | +0.26 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.29 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.04 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.30 | +0.01 |
Martin ratioReturn relative to average drawdown | 1.00 | 1.17 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VWUAX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.12 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.65 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.72 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.60 | -0.22 |
Correlation
The correlation between VWUAX and VDIGX is 0.77, 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. VDIGX - Dividend Comparison
VWUAX's dividend yield for the trailing twelve months is around 11.18%, less than VDIGX's 26.40% 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% |
VDIGX Vanguard Dividend Growth Fund | 26.40% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
VWUAX vs. VDIGX - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -50.37%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VWUAX and VDIGX.
Loading graphics...
Drawdown Indicators
| VWUAX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.37% | -45.23% | -5.14% |
Max Drawdown (1Y)Largest decline over 1 year | -19.12% | -9.57% | -9.55% |
Max Drawdown (5Y)Largest decline over 5 years | -50.17% | -16.18% | -33.99% |
Max Drawdown (10Y)Largest decline over 10 years | -50.17% | -32.98% | -17.19% |
Current DrawdownCurrent decline from peak | -19.12% | -8.96% | -10.16% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -6.67% | -6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 2.41% | +3.40% |
Volatility
VWUAX vs. VDIGX - Volatility Comparison
Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a higher volatility of 5.78% compared to Vanguard Dividend Growth Fund (VDIGX) at 3.40%. This indicates that VWUAX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VWUAX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 3.40% | +2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.81% | 7.39% | +5.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.40% | 14.39% | +9.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.01% | 13.82% | +11.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.64% | 15.68% | +7.96% |