VWUSX vs. VGT
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Information Technology ETF (VGT).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or VGT.
Correlation
The correlation between VWUSX and VGT is 0.91, 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. VGT - Performance Comparison
Key characteristics
VWUSX:
1.48
VGT:
1.55
VWUSX:
1.91
VGT:
2.05
VWUSX:
1.29
VGT:
1.28
VWUSX:
1.42
VGT:
2.18
VWUSX:
9.16
VGT:
7.80
VWUSX:
3.30%
VGT:
4.26%
VWUSX:
20.38%
VGT:
21.45%
VWUSX:
-71.26%
VGT:
-54.63%
VWUSX:
-7.50%
VGT:
-2.41%
Returns By Period
In the year-to-date period, VWUSX achieves a 28.34% return, which is significantly lower than VGT's 31.34% return. Over the past 10 years, VWUSX has underperformed VGT with an annualized return of 14.33%, while VGT has yielded a comparatively higher 20.77% annualized return.
VWUSX
28.34%
-1.69%
8.30%
28.50%
15.07%
14.33%
VGT
31.34%
2.11%
9.77%
31.45%
22.00%
20.77%
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VWUSX vs. VGT - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
VWUSX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
VWUSX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX 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% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
VWUSX vs. VGT - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VWUSX and VGT. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. VGT - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 9.49% compared to Vanguard Information Technology ETF (VGT) at 5.62%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.