VWUSX vs. VOO
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard S&P 500 ETF (VOO).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or VOO.
Correlation
The correlation between VWUSX and VOO is 0.89, 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. VOO - Performance Comparison
Key characteristics
VWUSX:
0.56
VOO:
1.31
VWUSX:
0.84
VOO:
1.79
VWUSX:
1.12
VOO:
1.24
VWUSX:
0.47
VOO:
2.00
VWUSX:
2.69
VOO:
8.07
VWUSX:
4.36%
VOO:
2.10%
VWUSX:
20.79%
VOO:
12.95%
VWUSX:
-71.26%
VOO:
-33.99%
VWUSX:
-12.13%
VOO:
-4.75%
Returns By Period
In the year-to-date period, VWUSX achieves a -3.14% return, which is significantly lower than VOO's -0.35% return. Over the past 10 years, VWUSX has underperformed VOO with an annualized return of 8.58%, while VOO has yielded a comparatively higher 12.97% annualized return.
VWUSX
-3.14%
-6.90%
1.62%
9.31%
9.36%
8.58%
VOO
-0.35%
-2.97%
4.30%
15.39%
15.15%
12.97%
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VWUSX vs. VOO - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VWUSX vs. VOO — Risk-Adjusted Performance Rank
VWUSX
VOO
VWUSX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 0.20%, less than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.20% | 0.20% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VWUSX vs. VOO - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VWUSX and VOO. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. VOO - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 5.86% compared to Vanguard S&P 500 ETF (VOO) at 4.01%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.