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.
Key characteristics
| VWUSX | VGT | |
|---|---|---|
| YTD Return | 20.38% | 16.75% |
| 1Y Return | 34.13% | 32.75% |
| 3Y Return (Ann) | 0.95% | 11.26% |
| 5Y Return (Ann) | 15.52% | 22.22% |
| 10Y Return (Ann) | 14.20% | 20.04% |
| Sharpe Ratio | 1.74 | 1.57 |
| Daily Std Dev | 19.28% | 20.76% |
| Max Drawdown | -71.26% | -54.63% |
| Current Drawdown | -3.02% | -7.23% |
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
In the year-to-date period, VWUSX achieves a 20.38% return, which is significantly higher than VGT's 16.75% return. Over the past 10 years, VWUSX has underperformed VGT with an annualized return of 14.20%, while VGT has yielded a comparatively higher 20.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 0.23%, less than VGT's 0.66% 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% |
VGT Vanguard Information Technology ETF | 0.66% | 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
The current volatility for Vanguard U.S. Growth Fund Investor Shares (VWUSX) is 6.19%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.27%. This indicates that VWUSX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.