VWUAX vs. VUG

In the year-to-date period, VWUAX achieves a 1.32% return, which is significantly higher than VUG's 0.87% return. Over the past 10 years, VWUAX has underperformed VUG with an annualized return of 8.86%, while VUG has yielded a comparatively higher 15.18% annualized return.

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VWUAX has a 0.28% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Vanguard Growth ETF (VUG). 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.

The current VWUAX Sharpe Ratio is 0.47, which is lower than the VUG Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of VWUAX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWUAX's dividend yield for the trailing twelve months is around 0.29%, less than VUG's 0.47% yield.

The maximum VWUAX drawdown since its inception was -51.75%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VWUAX and VUG. For additional features, visit the drawdowns tool.

Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a higher volatility of 6.42% compared to Vanguard Growth ETF (VUG) at 5.95%. This indicates that VWUAX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.