VWUSX vs. VTI
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Total Stock Market ETF (VTI).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or VTI.
Key characteristics
| VWUSX | VTI | |
|---|---|---|
| YTD Return | 31.96% | 26.15% |
| 1Y Return | 41.53% | 35.28% |
| 3Y Return (Ann) | 2.93% | 8.67% |
| 5Y Return (Ann) | 16.78% | 15.15% |
| 10Y Return (Ann) | 14.88% | 12.89% |
| Sharpe Ratio | 2.44 | 3.04 |
| Sortino Ratio | 3.14 | 4.05 |
| Omega Ratio | 1.44 | 1.57 |
| Calmar Ratio | 1.88 | 4.47 |
| Martin Ratio | 14.25 | 19.73 |
| Ulcer Index | 3.17% | 1.94% |
| Daily Std Dev | 18.52% | 12.58% |
| Max Drawdown | -71.26% | -55.45% |
| Current Drawdown | 0.00% | -0.44% |
Correlation
The correlation between VWUSX and VTI is 0.92, 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. VTI - Performance Comparison
In the year-to-date period, VWUSX achieves a 31.96% return, which is significantly higher than VTI's 26.15% return. Over the past 10 years, VWUSX has outperformed VTI with an annualized return of 14.88%, while VTI has yielded a comparatively lower 12.89% 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. VTI - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
VWUSX vs. VTI - 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 Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 0.21%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.21% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VWUSX vs. VTI - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VWUSX and VTI. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. VTI - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 5.08% compared to Vanguard Total Stock Market ETF (VTI) at 3.97%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.