VWUAX vs. VUG

The year-to-date returns for both stocks are quite close, with VWUAX having a -8.00% return and VUG slightly lower at -8.15%. Over the past 10 years, VWUAX has underperformed VUG with an annualized return of 8.01%, while VUG has yielded a comparatively higher 14.30% 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 0.29, which is lower than the VUG Sharpe Ratio of 0.57. 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 0.32%, less than VUG's 0.52% 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) and Vanguard Growth ETF (VUG) have volatilities of 17.27% and 16.77%, 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.