WSTAX vs. VIG
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Vanguard Dividend Appreciation ETF (VIG).
WSTAX is managed by Nomura. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
WSTAX vs. VIG - Performance Comparison
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WSTAX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -6.53% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
VIG Vanguard Dividend Appreciation ETF | -1.77% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, WSTAX achieves a -6.53% return, which is significantly lower than VIG's -1.77% return. Over the past 10 years, WSTAX has outperformed VIG with an annualized return of 19.82%, while VIG has yielded a comparatively lower 12.25% annualized return.
WSTAX
- 1D
- -1.89%
- 1M
- -11.47%
- YTD
- -6.53%
- 6M
- -3.97%
- 1Y
- 37.90%
- 3Y*
- 34.43%
- 5Y*
- 15.99%
- 10Y*
- 19.82%
VIG
- 1D
- 2.07%
- 1M
- -5.18%
- YTD
- -1.77%
- 6M
- 0.45%
- 1Y
- 12.67%
- 3Y*
- 13.80%
- 5Y*
- 9.76%
- 10Y*
- 12.25%
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WSTAX vs. VIG - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
WSTAX vs. VIG — Risk / Return Rank
WSTAX
VIG
WSTAX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Vanguard Dividend Appreciation ETF (VIG). 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.
| WSTAX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.83 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.28 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.28 | +0.70 |
Martin ratioReturn relative to average drawdown | 6.93 | 5.73 | +1.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSTAX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.83 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.69 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.77 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.57 | -0.12 |
Correlation
The correlation between WSTAX and VIG is 0.76, 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.
Dividends
WSTAX vs. VIG - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 19.60%, more than VIG's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 19.60% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
VIG Vanguard Dividend Appreciation ETF | 1.61% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
WSTAX vs. VIG - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for WSTAX and VIG.
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Drawdown Indicators
| WSTAX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -46.81% | -8.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -10.83% | -5.90% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -20.39% | -35.00% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -31.72% | -23.67% |
Current DrawdownCurrent decline from peak | -16.73% | -6.00% | -10.73% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -5.55% | -9.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 2.42% | +2.36% |
Volatility
WSTAX vs. VIG - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 8.82% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.07%. This indicates that WSTAX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 4.07% | +4.75% |
Volatility (6M)Calculated over the trailing 6-month period | 18.86% | 7.84% | +11.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.32% | 15.31% | +14.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.75% | 14.26% | +22.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.55% | 16.05% | +14.50% |