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:
-0.47
VIOG:
-0.18
WAMCX:
-0.51
VIOG:
-0.10
WAMCX:
0.94
VIOG:
0.99
WAMCX:
-0.22
VIOG:
-0.16
WAMCX:
-1.25
VIOG:
-0.51
WAMCX:
9.41%
VIOG:
8.40%
WAMCX:
25.23%
VIOG:
23.55%
WAMCX:
-70.06%
VIOG:
-41.73%
WAMCX:
-51.22%
VIOG:
-22.40%
Returns By Period
In the year-to-date period, WAMCX achieves a -20.55% return, which is significantly lower than VIOG's -13.66% return. Over the past 10 years, WAMCX has underperformed VIOG with an annualized return of 2.85%, while VIOG has yielded a comparatively higher 7.09% annualized return.
WAMCX
-20.55%
-10.87%
-21.75%
-10.52%
0.43%
2.85%
VIOG
-13.66%
-7.53%
-16.39%
-3.12%
10.87%
7.09%
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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 1.32%.
| 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 | 1.32% | 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) has a higher volatility of 15.66% compared to Vanguard S&P Small-Cap 600 Growth ETF (VIOG) at 13.82%. 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.