Correlation
The correlation between WLGAX and VONG is 0.93, 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.
WLGAX vs. VONG
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Vanguard Russell 1000 Growth ETF (VONG).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WLGAX or VONG.
Performance
WLGAX vs. VONG - Performance Comparison
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Key characteristics
WLGAX:
0.51
VONG:
0.65
WLGAX:
0.86
VONG:
1.09
WLGAX:
1.12
VONG:
1.15
WLGAX:
0.54
VONG:
0.72
WLGAX:
1.88
VONG:
2.39
WLGAX:
5.51%
VONG:
7.05%
WLGAX:
20.51%
VONG:
25.32%
WLGAX:
-49.78%
VONG:
-32.72%
WLGAX:
-4.63%
VONG:
-4.27%
Returns By Period
In the year-to-date period, WLGAX achieves a -0.77% return, which is significantly lower than VONG's -0.21% return. Over the past 10 years, WLGAX has underperformed VONG with an annualized return of 14.53%, while VONG has yielded a comparatively higher 15.99% annualized return.
WLGAX
-0.77%
7.29%
-2.15%
10.38%
16.13%
15.04%
14.53%
VONG
-0.21%
9.64%
0.75%
16.24%
19.62%
17.85%
15.99%
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WLGAX vs. VONG - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
WLGAX vs. VONG — Risk-Adjusted Performance Rank
WLGAX
VONG
WLGAX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) and Vanguard Russell 1000 Growth ETF (VONG). 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.
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Dividends
WLGAX vs. VONG - Dividend Comparison
WLGAX's dividend yield for the trailing twelve months is around 1.67%, more than VONG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLGAX Delaware Ivy Large Cap Growth Fund | 1.67% | 1.66% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% | 7.61% |
VONG Vanguard Russell 1000 Growth ETF | 0.54% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
Drawdowns
WLGAX vs. VONG - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -49.78%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for WLGAX and VONG.
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Volatility
WLGAX vs. VONG - Volatility Comparison
The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 4.48%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.79%. This indicates that WLGAX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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