VWUAX vs. VGT
Compare and contrast key facts about Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Vanguard Information Technology ETF (VGT).
VWUAX is managed by Vanguard. It was launched on Aug 13, 2001. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUAX or VGT.
Performance
VWUAX vs. VGT - Performance Comparison
Returns By Period
In the year-to-date period, VWUAX achieves a 30.66% return, which is significantly higher than VGT's 28.63% return. Over the past 10 years, VWUAX has underperformed VGT with an annualized return of 14.66%, while VGT has yielded a comparatively higher 20.73% annualized return.
VWUAX
30.66%
3.11%
15.58%
37.97%
16.49%
14.66%
VGT
28.63%
2.11%
15.02%
35.48%
22.76%
20.73%
Key characteristics
| VWUAX | VGT | |
|---|---|---|
| Sharpe Ratio | 2.08 | 1.71 |
| Sortino Ratio | 2.72 | 2.24 |
| Omega Ratio | 1.38 | 1.31 |
| Calmar Ratio | 1.69 | 2.36 |
| Martin Ratio | 12.17 | 8.49 |
| Ulcer Index | 3.18% | 4.24% |
| Daily Std Dev | 18.57% | 20.98% |
| Max Drawdown | -50.37% | -54.63% |
| Current Drawdown | -1.07% | -1.01% |
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VWUAX vs. VGT - Expense Ratio Comparison
VWUAX has a 0.28% expense ratio, which is higher than VGT's 0.10% expense ratio.
Correlation
The correlation between VWUAX and VGT is 0.91, 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. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
VWUAX's dividend yield for the trailing twelve months is around 0.28%, less than VGT's 0.60% 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% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
VWUAX vs. VGT - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -50.37%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VWUAX and VGT. For additional features, visit the drawdowns tool.
Volatility
VWUAX vs. VGT - Volatility Comparison
The current volatility for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) is 5.66%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.47%. This indicates that VWUAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.