XCOR vs. VUG

Last updated Aug 5, 2026

XCOR (Fundx ETF) and VUG (Vanguard Growth ETF) are both Large Cap Growth Equities funds. XCOR is actively managed, while VUG is passively managed. Over the past 3 years, XCOR returned 21.04%/yr vs 24.22%/yr for VUG. Their correlation of 0.92 means they have usually moved in the same direction. XCOR charges 1.27%/yr vs 0.03%/yr for VUG.

Performance

XCOR vs. VUG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fundx ETF (XCOR) and Vanguard Growth ETF (VUG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XCOR achieves a 11.62% return, which is significantly higher than VUG's 9.81% return.

XCOR

• 1D: 2.74%
• 1M: 2.45%
• 6M: 10.43%
• YTD: 11.62%
• 1Y: 21.06%
• 3Y*: 21.04%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.38%

VUG

• 1D: 2.31%
• 1M: 4.20%
• 6M: 13.15%
• YTD: 9.81%
• 1Y: 18.35%
• 3Y*: 24.22%
• 5Y*: 12.88%
• 10Y*: 17.79%
• ALL TIME*: 12.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
VUG Vanguard Growth ETF	$557.36M	$649.80M	$660.09M
XCOR Fundx ETF	$177.01K	$116.94K	$138.58K

XCOR vs. VUG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
XCOR Fundx ETF	11.62%	12.50%	29.57%	14.34%	8.71%
VUG Vanguard Growth ETF	9.81%	19.40%	32.69%	46.83%	2.42%

Correlation

The correlation between XCOR and VUG is 0.92, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.92
Correlation (3Y) Balances recent behavior with more history.	0.96
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022	0.92

The correlation between XCOR and VUG has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

XCOR vs. VUG - Sectors Allocation Comparison

Sectors	XCOR	VUG
Technology	51.1%	56.2%
Communication Services	11.3%	15.4%
Consumer Cyclical	9.0%	11.5%
Industrials	8.8%	5.3%
Financial Services	6.3%	3.8%
Healthcare	6.0%	4.7%
Consumer Defensive	2.9%	1.4%
Energy	2.2%	0.3%
Basic Materials	0.9%	0.5%
Real Estate	0.7%	1.0%
Utilities	0.7%	0.7%

Return for Risk

XCOR vs. VUG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XCOR

XCOR Risk / Return Rank: 49
XCOR Sharpe Ratio Rank: 47
XCOR Sortino Ratio Rank: 46
XCOR Omega Ratio Rank: 45
XCOR Calmar Ratio Rank: 51
XCOR Martin Ratio Rank: 55

VUG

VUG Risk / Return Rank: 35
VUG Sharpe Ratio Rank: 37
VUG Sortino Ratio Rank: 36
VUG Omega Ratio Rank: 35
VUG Calmar Ratio Rank: 31
VUG Martin Ratio Rank: 34

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XCOR vs. VUG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fundx ETF (XCOR) and Vanguard Growth ETF (VUG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	XCOR	VUG	Difference
Sharpe ratio: Return per unit of total volatility	1.34	1.04	+0.30
Sortino ratio: Return per unit of downside risk	1.91	1.51	+0.40
Omega ratio: Gain probability vs. loss probability	1.24	1.19	+0.05
Calmar ratio: Return relative to maximum drawdown	2.09	1.12	+0.98
Martin ratio: Return relative to average drawdown	7.36	3.54	+3.82

XCOR vs. VUG - Sharpe Ratio Comparison

The current XCOR Sharpe Ratio is 1.34, which is comparable to the VUG Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of XCOR and VUG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

XCOR vs. VUG - Drawdown Comparison

The maximum XCOR drawdown since its inception was -22.54%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for XCOR and VUG.

Drawdown Indicators

	XCOR	VUG	Difference
Max Drawdown Largest peak-to-trough decline	-22.54%	-50.68%	+28.14%
Max Drawdown (1Y) Largest decline over 1 year	-10.10%	-16.53%	+6.43%
Max Drawdown (3Y) Largest decline over 3 years	-22.54%	-22.85%	+0.31%
Max Drawdown (5Y) Largest decline over 5 years	—	-35.61%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.61%	—
Current Drawdown Current decline from peak	-2.29%	-1.22%	-1.07%
Average Drawdown Average peak-to-trough decline	-3.16%	-7.08%	+3.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.87%	5.20%	-2.33%

Volatility

XCOR vs. VUG - Volatility Comparison

Fundx ETF (XCOR) has a higher volatility of 7.05% compared to Vanguard Growth ETF (VUG) at 6.22%. This indicates that XCOR's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XCOR	VUG	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.05%	6.22%	+0.83%
Volatility (6M) Calculated over the trailing 6-month period	13.65%	14.55%	-0.90%
Volatility (1Y) Calculated over the trailing 1-year period	15.84%	17.86%	-2.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.44%	22.55%	-5.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.44%	21.58%	-4.14%

XCOR vs. VUG - Expense Ratio Comparison

XCOR has a 1.27% expense ratio, which is higher than VUG's 0.03% expense ratio.

Dividends

XCOR vs. VUG - Dividend Comparison

XCOR's dividend yield for the trailing twelve months is around 0.38%, which matches VUG's 0.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VUG Vanguard Growth ETF	0.38%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.14%	1.39%	1.30%
XCOR Fundx ETF	0.38%	0.43%	0.00%	0.95%	2.52%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XCOR and VUG in my portfolio?

With a correlation of 0.92, XCOR and VUG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, XCOR or VUG?

XCOR has higher volatility (7.05%) compared to VUG (6.22%). In terms of maximum drawdown, XCOR dropped -22.54% vs VUG's -50.68%.

Which ETF is better, XCOR or VUG?

On 3-year performance, VUG leads with 24.22% vs 21.04% for XCOR. On fees, VUG is cheaper at 0.03% per year. On volatility, VUG has been the lower-risk option at 6.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XCOR or VUG?

Over the 3-year period, VUG has performed better with a 24.22% return vs 21.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XCOR or VUG?

VUG is cheaper with a 0.03% expense ratio, compared with 1.27% for XCOR.

Which ETF pays a higher dividend yield, XCOR or VUG?

XCOR and VUG have nearly identical dividend yields, around 0.38%.

What is the main difference between XCOR and VUG?

They also come from different issuers: FundX and Vanguard. Their fees differ too: 1.27% for XCOR and 0.03% for VUG.

Which has better risk-adjusted returns?

XCOR currently has the higher Sharpe Ratio (1.34 vs 1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.