WGROX vs. VIOG
Compare and contrast key facts about Wasatch Core Growth Fund (WGROX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).
WGROX is managed by Wasatch. It was launched on Dec 8, 1986. 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: WGROX or VIOG.
Key characteristics
| WGROX | VIOG | |
|---|---|---|
| YTD Return | 9.51% | 9.14% |
| 1Y Return | 25.07% | 21.42% |
| 3Y Return (Ann) | 1.28% | 1.93% |
| 5Y Return (Ann) | 12.20% | 9.20% |
| 10Y Return (Ann) | 12.61% | 10.00% |
| Sharpe Ratio | 1.31 | 1.02 |
| Daily Std Dev | 18.65% | 19.68% |
| Max Drawdown | -61.61% | -41.73% |
| Current Drawdown | -4.36% | -3.81% |
Correlation
The correlation between WGROX and VIOG is 0.89, 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
WGROX vs. VIOG - Performance Comparison
The year-to-date returns for both stocks are quite close, with WGROX having a 9.51% return and VIOG slightly lower at 9.14%. Over the past 10 years, WGROX has outperformed VIOG with an annualized return of 12.61%, while VIOG has yielded a comparatively lower 10.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WGROX vs. VIOG - Expense Ratio Comparison
WGROX has a 1.17% expense ratio, which is higher than VIOG's 0.15% expense ratio.
Risk-Adjusted Performance
WGROX vs. VIOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) 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
WGROX vs. VIOG - Dividend Comparison
WGROX has not paid dividends to shareholders, while VIOG's dividend yield for the trailing twelve months is around 1.09%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WGROX Wasatch Core Growth Fund | 0.00% | 0.00% | 0.71% | 16.82% | 7.21% | 10.73% | 10.14% | 6.24% | 0.15% | 12.70% | 2.51% | 1.38% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.09% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% | 0.52% |
Drawdowns
WGROX vs. VIOG - Drawdown Comparison
The maximum WGROX drawdown since its inception was -61.61%, which is greater than VIOG's maximum drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for WGROX and VIOG. For additional features, visit the drawdowns tool.
Volatility
WGROX vs. VIOG - Volatility Comparison
The current volatility for Wasatch Core Growth Fund (WGROX) is 5.19%, while Vanguard S&P Small-Cap 600 Growth ETF (VIOG) has a volatility of 6.12%. This indicates that WGROX experiences smaller price fluctuations and is considered to be less risky than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.