VWUSX vs. SCHG
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or SCHG.
Correlation
The correlation between VWUSX and SCHG is 0.97, 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.
Performance
VWUSX vs. SCHG - Performance Comparison
Key characteristics
VWUSX:
1.45
SCHG:
2.21
VWUSX:
1.87
SCHG:
2.85
VWUSX:
1.28
SCHG:
1.40
VWUSX:
1.39
SCHG:
3.11
VWUSX:
8.86
SCHG:
12.24
VWUSX:
3.33%
SCHG:
3.14%
VWUSX:
20.39%
SCHG:
17.47%
VWUSX:
-71.26%
SCHG:
-34.59%
VWUSX:
-6.76%
SCHG:
-1.82%
Returns By Period
In the year-to-date period, VWUSX achieves a 29.37% return, which is significantly lower than SCHG's 38.35% return. Over the past 10 years, VWUSX has underperformed SCHG with an annualized return of 14.37%, while SCHG has yielded a comparatively higher 16.84% annualized return.
VWUSX
29.37%
-1.29%
10.41%
29.53%
15.23%
14.37%
SCHG
38.35%
4.05%
15.16%
38.34%
20.45%
16.84%
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VWUSX vs. SCHG - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
VWUSX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
VWUSX vs. SCHG - Dividend Comparison
VWUSX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.41%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard U.S. Growth Fund Investor Shares | 0.00% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
VWUSX vs. SCHG - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VWUSX and SCHG. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. SCHG - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 9.52% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.13%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.