WGROX vs. VIOG

In the year-to-date period, WGROX achieves a 4.92% return, which is significantly higher than VIOG's 3.69% return. Over the past 10 years, WGROX has underperformed VIOG with an annualized return of 5.35%, while VIOG has yielded a comparatively higher 9.99% annualized return.

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WGROX has a 1.17% expense ratio, which is higher than VIOG's 0.15% expense ratio.

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.

The current WGROX Sharpe Ratio is 0.57, which is comparable to the VIOG Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of WGROX and VIOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WGROX has not paid dividends to shareholders, while VIOG's dividend yield for the trailing twelve months is around 1.00%.

The maximum WGROX drawdown since its inception was -68.90%, 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.

Wasatch Core Growth Fund (WGROX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG) have volatilities of 4.61% 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.