VWUSX vs. VQNPX
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Growth and Income Fund Investor Shares (VQNPX).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VQNPX is managed by Vanguard. It was launched on Dec 10, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or VQNPX.
Correlation
The correlation between VWUSX and VQNPX 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. VQNPX - Performance Comparison
Key characteristics
VWUSX:
1.45
VQNPX:
0.87
VWUSX:
1.87
VQNPX:
1.07
VWUSX:
1.28
VQNPX:
1.22
VWUSX:
1.39
VQNPX:
0.69
VWUSX:
8.86
VQNPX:
6.00
VWUSX:
3.33%
VQNPX:
2.65%
VWUSX:
20.39%
VQNPX:
18.32%
VWUSX:
-71.26%
VQNPX:
-61.71%
VWUSX:
-6.76%
VQNPX:
-11.67%
Returns By Period
In the year-to-date period, VWUSX achieves a 29.37% return, which is significantly higher than VQNPX's 15.35% return. Over the past 10 years, VWUSX has outperformed VQNPX with an annualized return of 14.37%, while VQNPX has yielded a comparatively lower 5.64% annualized return.
VWUSX
29.37%
-1.29%
10.41%
29.53%
15.23%
14.37%
VQNPX
15.35%
-9.51%
-1.03%
15.75%
5.33%
5.64%
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VWUSX vs. VQNPX - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VQNPX's 0.32% expense ratio.
Risk-Adjusted Performance
VWUSX vs. VQNPX - 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 Growth and Income Fund Investor Shares (VQNPX). 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. VQNPX - Dividend Comparison
VWUSX has not paid dividends to shareholders, while VQNPX's dividend yield for the trailing twelve months is around 0.44%.
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 Growth and Income Fund Investor Shares | 0.44% | 1.20% | 1.64% | 1.15% | 1.36% | 1.58% | 1.79% | 1.47% | 2.07% | 1.87% | 1.65% | 1.50% |
Drawdowns
VWUSX vs. VQNPX - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VQNPX's maximum drawdown of -61.71%. Use the drawdown chart below to compare losses from any high point for VWUSX and VQNPX. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. VQNPX - Volatility Comparison
The current volatility for Vanguard U.S. Growth Fund Investor Shares (VWUSX) is 9.52%, while Vanguard Growth and Income Fund Investor Shares (VQNPX) has a volatility of 14.13%. This indicates that VWUSX experiences smaller price fluctuations and is considered to be less risky than VQNPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.