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:
0.78
VIOG:
0.75
WAMCX:
1.17
VIOG:
1.20
WAMCX:
1.14
VIOG:
1.14
WAMCX:
0.34
VIOG:
1.08
WAMCX:
2.96
VIOG:
3.52
WAMCX:
5.36%
VIOG:
4.19%
WAMCX:
20.23%
VIOG:
19.53%
WAMCX:
-70.06%
VIOG:
-41.73%
WAMCX:
-35.32%
VIOG:
-6.81%
Returns By Period
In the year-to-date period, WAMCX achieves a 5.36% return, which is significantly higher than VIOG's 3.69% return. Over the past 10 years, WAMCX has underperformed VIOG with an annualized return of 7.12%, while VIOG has yielded a comparatively higher 9.99% annualized return.
WAMCX
5.36%
4.26%
9.20%
14.63%
4.27%
7.12%
VIOG
3.69%
3.43%
-0.17%
13.58%
9.27%
9.99%
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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 Rank
WAMCX
VIOG
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 1.00%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 0.61% | 0.00% | 0.06% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.00% | 1.03% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% |
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) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG) have volatilities of 4.62% and 4.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.