WGRO vs. VWSUX
Compare and contrast key facts about WisdomTree U.S. Growth & Momentum Fund (WGRO) and Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX).
WGRO is a passively managed fund by WisdomTree that tracks the performance of the ONeil Growth Index. It was launched on Jun 24, 2021. VWSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WGRO or VWSUX.
Correlation
The correlation between WGRO and VWSUX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WGRO vs. VWSUX - Performance Comparison
Key characteristics
Returns By Period
WGRO
N/A
N/A
N/A
N/A
N/A
N/A
VWSUX
0.45%
0.45%
1.53%
3.67%
1.74%
1.51%
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WGRO vs. VWSUX - Expense Ratio Comparison
WGRO has a 0.55% expense ratio, which is higher than VWSUX's 0.09% expense ratio.
Risk-Adjusted Performance
WGRO vs. VWSUX — Risk-Adjusted Performance Rank
WGRO
VWSUX
WGRO vs. VWSUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Growth & Momentum Fund (WGRO) and Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX). 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
WGRO vs. VWSUX - Dividend Comparison
WGRO has not paid dividends to shareholders, while VWSUX's dividend yield for the trailing twelve months is around 3.28%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WGRO WisdomTree U.S. Growth & Momentum Fund | 0.00% | 0.00% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWSUX Vanguard Short-Term Tax-Exempt Fund Admiral Shares | 3.28% | 3.28% | 2.50% | 1.23% | 0.71% | 1.26% | 1.67% | 1.53% | 1.16% | 0.97% | 0.78% | 0.79% |
Drawdowns
WGRO vs. VWSUX - Drawdown Comparison
Volatility
WGRO vs. VWSUX - Volatility Comparison
The current volatility for WisdomTree U.S. Growth & Momentum Fund (WGRO) is 0.00%, while Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) has a volatility of 0.30%. This indicates that WGRO experiences smaller price fluctuations and is considered to be less risky than VWSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.