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.
Key characteristics
| VWUSX | SPY | |
|---|---|---|
| YTD Return | 20.64% | 19.22% |
| 1Y Return | 33.87% | 28.25% |
| 3Y Return (Ann) | 1.03% | 9.99% |
| 5Y Return (Ann) | 15.36% | 15.19% |
| 10Y Return (Ann) | 14.23% | 12.84% |
| Sharpe Ratio | 1.73 | 2.25 |
| Daily Std Dev | 19.28% | 12.59% |
| Max Drawdown | -71.26% | -55.19% |
| Current Drawdown | -2.80% | -0.32% |
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
In the year-to-date period, VWUSX achieves a 20.64% return, which is significantly higher than SPY's 19.22% return. Over the past 10 years, VWUSX has outperformed SPY with an annualized return of 14.23%, while SPY has yielded a comparatively lower 12.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 0.23%, less than SPY's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.23% | 0.28% | 0.37% | 13.39% | 3.90% | 4.05% | 9.65% | 5.03% | 1.52% | 8.95% | 8.28% | 0.39% |
SPY SPDR S&P 500 ETF | 0.93% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 6.32% compared to SPDR S&P 500 ETF (SPY) at 3.94%. 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.