WAAEX vs. VBR

In the year-to-date period, WAAEX achieves a 18.43% return, which is significantly higher than VBR's 13.99% return. Over the past 10 years, WAAEX has underperformed VBR with an annualized return of -1.40%, while VBR has yielded a comparatively higher 8.70% annualized return.

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WAAEX has a 1.12% expense ratio, which is higher than VBR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Small Cap Growth Fund (WAAEX) and Vanguard Small-Cap Value ETF (VBR). 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.

The current WAAEX Sharpe Ratio is 0.93, which is comparable to the VBR Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of WAAEX and VBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WAAEX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.95%.

The maximum WAAEX drawdown since its inception was -62.47%, roughly equal to the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for WAAEX and VBR. For additional features, visit the drawdowns tool.

Wasatch Small Cap Growth Fund (WAAEX) has a higher volatility of 4.86% compared to Vanguard Small-Cap Value ETF (VBR) at 4.41%. This indicates that WAAEX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.