VWUSX vs. VDIGX
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Dividend Growth Fund (VDIGX).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Performance
VWUSX vs. VDIGX - Performance Comparison
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VWUSX vs. VDIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | -11.82% | 15.39% | 31.65% | 45.17% | -39.64% | 35.76% | 58.63% | 45.61% | 0.65% | 31.11% |
VDIGX Vanguard Dividend Growth Fund | -5.09% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, VWUSX achieves a -11.82% return, which is significantly lower than VDIGX's -5.09% return. Over the past 10 years, VWUSX has outperformed VDIGX with an annualized return of 17.34%, while VDIGX has yielded a comparatively lower 11.54% annualized return.
VWUSX
- 1D
- 3.81%
- 1M
- -5.57%
- YTD
- -11.82%
- 6M
- -12.37%
- 1Y
- 12.32%
- 3Y*
- 18.86%
- 5Y*
- 9.63%
- 10Y*
- 17.34%
VDIGX
- 1D
- 2.04%
- 1M
- -6.43%
- YTD
- -5.09%
- 6M
- -2.58%
- 1Y
- 2.63%
- 3Y*
- 11.22%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
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VWUSX vs. VDIGX - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Return for Risk
VWUSX vs. VDIGX — Risk / Return Rank
VWUSX
VDIGX
VWUSX vs. VDIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Dividend Growth Fund (VDIGX). 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.
| VWUSX | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.19 | +0.38 |
Sortino ratioReturn per unit of downside risk | 0.98 | 0.39 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.05 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.40 | +0.27 |
Martin ratioReturn relative to average drawdown | 2.20 | 1.57 | +0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWUSX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.19 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.68 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.74 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.60 | -0.21 |
Correlation
The correlation between VWUSX and VDIGX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VWUSX vs. VDIGX - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 10.62%, less than VDIGX's 25.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 10.62% | 9.37% | 4.60% | 0.28% | 0.37% | 30.03% | 3.90% | 11.66% | 9.65% | 4.63% | 1.52% | 8.95% |
VDIGX Vanguard Dividend Growth Fund | 25.87% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
VWUSX vs. VDIGX - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -73.31%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VWUSX and VDIGX.
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Drawdown Indicators
| VWUSX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.31% | -45.23% | -28.08% |
Max Drawdown (1Y)Largest decline over 1 year | -19.15% | -9.57% | -9.58% |
Max Drawdown (5Y)Largest decline over 5 years | -42.18% | -16.18% | -26.00% |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | -32.98% | -9.20% |
Current DrawdownCurrent decline from peak | -16.06% | -7.10% | -8.96% |
Average DrawdownAverage peak-to-trough decline | -22.89% | -6.67% | -16.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 2.45% | +3.46% |
Volatility
VWUSX vs. VDIGX - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 7.11% compared to Vanguard Dividend Growth Fund (VDIGX) at 4.19%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWUSX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 4.19% | +2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 7.66% | +5.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.65% | 14.50% | +9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.96% | 13.85% | +13.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.60% | 15.69% | +8.91% |