VWUAX vs. VSEQX
Compare and contrast key facts about Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Vanguard Strategic Equity Fund (VSEQX).
VWUAX is managed by Vanguard. It was launched on Aug 13, 2001. VSEQX is managed by Vanguard. It was launched on Aug 14, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUAX or VSEQX.
Performance
VWUAX vs. VSEQX - Performance Comparison
Returns By Period
In the year-to-date period, VWUAX achieves a 30.66% return, which is significantly higher than VSEQX's 23.20% return. Over the past 10 years, VWUAX has outperformed VSEQX with an annualized return of 14.66%, while VSEQX has yielded a comparatively lower 10.76% annualized return.
VWUAX
30.66%
3.11%
15.58%
37.97%
16.49%
14.66%
VSEQX
23.20%
5.40%
16.36%
37.25%
14.20%
10.76%
Key characteristics
| VWUAX | VSEQX | |
|---|---|---|
| Sharpe Ratio | 2.08 | 2.36 |
| Sortino Ratio | 2.72 | 3.25 |
| Omega Ratio | 1.38 | 1.41 |
| Calmar Ratio | 1.69 | 4.59 |
| Martin Ratio | 12.17 | 13.58 |
| Ulcer Index | 3.18% | 2.80% |
| Daily Std Dev | 18.57% | 16.15% |
| Max Drawdown | -50.37% | -63.55% |
| Current Drawdown | -1.07% | -1.05% |
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VWUAX vs. VSEQX - Expense Ratio Comparison
VWUAX has a 0.28% expense ratio, which is higher than VSEQX's 0.17% expense ratio.
Correlation
The correlation between VWUAX and VSEQX is 0.85, 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. VSEQX - 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 Strategic Equity Fund (VSEQX). 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. VSEQX - Dividend Comparison
VWUAX's dividend yield for the trailing twelve months is around 0.28%, less than VSEQX's 1.22% 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% |
VSEQX Vanguard Strategic Equity Fund | 1.22% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% | 1.20% |
Drawdowns
VWUAX vs. VSEQX - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -50.37%, smaller than the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for VWUAX and VSEQX. For additional features, visit the drawdowns tool.
Volatility
VWUAX vs. VSEQX - Volatility Comparison
Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Vanguard Strategic Equity Fund (VSEQX) have volatilities of 5.66% and 5.46%, 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.