VWUSX vs. VONE
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Russell 1000 ETF (VONE).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VONE is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or VONE.
Correlation
The correlation between VWUSX and VONE 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. VONE - Performance Comparison
Key characteristics
VWUSX:
1.45
VONE:
2.11
VWUSX:
1.87
VONE:
2.81
VWUSX:
1.28
VONE:
1.39
VWUSX:
1.39
VONE:
3.09
VWUSX:
8.86
VONE:
13.58
VWUSX:
3.33%
VONE:
1.95%
VWUSX:
20.39%
VONE:
12.57%
VWUSX:
-71.26%
VONE:
-34.67%
VWUSX:
-6.76%
VONE:
-2.69%
Returns By Period
In the year-to-date period, VWUSX achieves a 29.37% return, which is significantly higher than VONE's 25.78% return. Over the past 10 years, VWUSX has outperformed VONE with an annualized return of 14.37%, while VONE has yielded a comparatively lower 12.76% annualized return.
VWUSX
29.37%
-1.29%
10.41%
29.53%
15.23%
14.37%
VONE
25.78%
-0.64%
10.51%
26.30%
14.56%
12.76%
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VWUSX vs. VONE - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VONE's 0.08% expense ratio.
Risk-Adjusted Performance
VWUSX vs. VONE - 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 Russell 1000 ETF (VONE). 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. VONE - Dividend Comparison
VWUSX has not paid dividends to shareholders, while VONE's dividend yield for the trailing twelve months is around 0.87%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard Russell 1000 ETF | 0.87% | 1.40% | 1.59% | 1.16% | 1.45% | 1.66% | 1.96% | 1.69% | 1.89% | 1.89% | 1.68% | 1.70% |
Drawdowns
VWUSX vs. VONE - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VONE's maximum drawdown of -34.67%. Use the drawdown chart below to compare losses from any high point for VWUSX and VONE. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. VONE - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 9.52% compared to Vanguard Russell 1000 ETF (VONE) at 3.85%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VONE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.