Correlation
The correlation between VWUSX and VOO 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.
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.
Performance
VWUSX vs. VOO - Performance Comparison
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Key characteristics
VWUSX:
0.70
VOO:
0.74
VWUSX:
1.01
VOO:
1.04
VWUSX:
1.14
VOO:
1.15
VWUSX:
0.66
VOO:
0.68
VWUSX:
2.16
VOO:
2.58
VWUSX:
7.64%
VOO:
4.93%
VWUSX:
26.96%
VOO:
19.54%
VWUSX:
-71.29%
VOO:
-33.99%
VWUSX:
-4.92%
VOO:
-3.55%
Returns By Period
In the year-to-date period, VWUSX achieves a 1.37% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, VWUSX has outperformed VOO with an annualized return of 15.03%, while VOO has yielded a comparatively lower 12.81% annualized return.
VWUSX
1.37%
6.24%
0.77%
19.17%
19.81%
13.24%
15.03%
VOO
0.90%
4.04%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
VWUSX vs. VOO - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 4.54%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 4.54% | 4.60% | 0.28% | 0.37% | 13.39% | 3.90% | 11.66% | 9.65% | 5.03% | 1.51% | 8.95% | 8.28% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -71.29%, 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.
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Volatility
VWUSX vs. VOO - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 6.02% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
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