WAMCX vs. VIOG
Compare and contrast key facts about Wasatch Ultra Growth Fund (WAMCX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).
WAMCX is managed by Wasatch. It was launched on Aug 17, 1992. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth 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: WAMCX or VIOG.
Correlation
The correlation between WAMCX and VIOG is 0.83, 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
WAMCX vs. VIOG - Performance Comparison
Key characteristics
WAMCX:
0.74
VIOG:
0.64
WAMCX:
1.12
VIOG:
1.05
WAMCX:
1.14
VIOG:
1.12
WAMCX:
0.33
VIOG:
0.88
WAMCX:
3.05
VIOG:
3.61
WAMCX:
5.06%
VIOG:
3.50%
WAMCX:
20.93%
VIOG:
19.56%
WAMCX:
-70.06%
VIOG:
-41.73%
WAMCX:
-37.22%
VIOG:
-9.12%
Returns By Period
The year-to-date returns for both stocks are quite close, with WAMCX having a 10.71% return and VIOG slightly lower at 10.46%. Over the past 10 years, WAMCX has underperformed VIOG with an annualized return of 3.23%, while VIOG has yielded a comparatively higher 9.50% annualized return.
WAMCX
10.71%
-4.17%
11.45%
12.16%
4.37%
3.23%
VIOG
10.46%
-6.00%
8.66%
10.20%
8.29%
9.50%
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WAMCX vs. VIOG - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is higher than VIOG's 0.15% expense ratio.
Risk-Adjusted Performance
WAMCX vs. VIOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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
WAMCX vs. VIOG - Dividend Comparison
WAMCX has not paid dividends to shareholders, while VIOG's dividend yield for the trailing twelve months is around 0.76%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 0.61% | 0.00% | 0.06% | 0.00% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 0.76% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% | 0.52% |
Drawdowns
WAMCX vs. VIOG - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -70.06%, which is greater than VIOG's maximum drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for WAMCX and VIOG. For additional features, visit the drawdowns tool.
Volatility
WAMCX vs. VIOG - Volatility Comparison
Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 6.26% compared to Vanguard S&P Small-Cap 600 Growth ETF (VIOG) at 5.88%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.