WSTAX vs. VONG
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Vanguard Russell 1000 Growth ETF (VONG).
WSTAX is managed by Nomura. 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.
Performance
WSTAX vs. VONG - Performance Comparison
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WSTAX vs. VONG - 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% |
VONG Vanguard Russell 1000 Growth ETF | -9.79% | 18.45% | 33.20% | 42.67% | -29.18% | 27.60% | 38.30% | 36.06% | -1.53% | 30.05% |
Returns By Period
In the year-to-date period, WSTAX achieves a -6.53% return, which is significantly higher than VONG's -9.79% return. Over the past 10 years, WSTAX has outperformed VONG with an annualized return of 19.82%, while VONG has yielded a comparatively lower 16.65% 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%
VONG
- 1D
- 3.76%
- 1M
- -5.21%
- YTD
- -9.79%
- 6M
- -8.75%
- 1Y
- 18.79%
- 3Y*
- 21.10%
- 5Y*
- 12.35%
- 10Y*
- 16.65%
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WSTAX vs. VONG - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than VONG's 0.06% expense ratio.
Return for Risk
WSTAX vs. VONG — Risk / Return Rank
WSTAX
VONG
WSTAX vs. VONG - 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 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.
| WSTAX | VONG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.84 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.36 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.16 | +0.82 |
Martin ratioReturn relative to average drawdown | 6.93 | 4.00 | +2.92 |
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 | VONG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.84 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.80 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.84 | -0.38 |
Correlation
The correlation between WSTAX and VONG is 0.90, 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. VONG - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 19.60%, more than VONG's 0.51% 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% |
VONG Vanguard Russell 1000 Growth ETF | 0.51% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
Drawdowns
WSTAX vs. VONG - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for WSTAX and VONG.
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Drawdown Indicators
| WSTAX | VONG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -32.72% | -22.67% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -16.23% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -32.72% | -22.67% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -32.72% | -22.67% |
Current DrawdownCurrent decline from peak | -16.73% | -13.09% | -3.64% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -4.90% | -10.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 4.72% | +0.06% |
Volatility
WSTAX vs. VONG - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 8.82% compared to Vanguard Russell 1000 Growth ETF (VONG) at 6.72%. This indicates that WSTAX's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | VONG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 6.72% | +2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 18.86% | 12.34% | +6.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.32% | 22.40% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.75% | 21.35% | +15.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.55% | 20.82% | +9.73% |