VWUSX vs. SPY
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and SPDR S&P 500 ETF (SPY).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or SPY.
Correlation
The correlation between VWUSX and SPY is 0.90, 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. SPY - Performance Comparison
Key characteristics
VWUSX:
1.26
SPY:
1.95
VWUSX:
1.67
SPY:
2.60
VWUSX:
1.24
SPY:
1.36
VWUSX:
1.00
SPY:
2.98
VWUSX:
6.67
SPY:
12.42
VWUSX:
3.95%
SPY:
2.02%
VWUSX:
20.93%
SPY:
12.88%
VWUSX:
-71.26%
SPY:
-55.19%
VWUSX:
-5.72%
SPY:
-1.30%
Returns By Period
In the year-to-date period, VWUSX achieves a 3.93% return, which is significantly higher than SPY's 2.68% return. Over the past 10 years, VWUSX has underperformed SPY with an annualized return of 10.01%, while SPY has yielded a comparatively higher 13.67% annualized return.
VWUSX
3.93%
2.94%
12.43%
25.40%
10.82%
10.01%
SPY
2.68%
2.31%
9.96%
24.17%
15.14%
13.67%
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VWUSX vs. SPY - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
VWUSX vs. SPY — Risk-Adjusted Performance Rank
VWUSX
SPY
VWUSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 0.19%, less than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.19% | 0.20% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VWUSX vs. SPY - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VWUSX and SPY. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. SPY - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 6.70% compared to SPDR S&P 500 ETF (SPY) at 4.23%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.