ZVNBX vs. VUG
Compare and contrast key facts about Zevenbergen Growth Fund (ZVNBX) and Vanguard Growth ETF (VUG).
ZVNBX is managed by Zevenbergen Capital Investments. It was launched on Aug 31, 2015. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZVNBX or VUG.
Correlation
The correlation between ZVNBX and VUG is 0.85, 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.
Performance
ZVNBX vs. VUG - Performance Comparison
Key characteristics
ZVNBX:
0.96
VUG:
1.61
ZVNBX:
1.40
VUG:
2.16
ZVNBX:
1.18
VUG:
1.29
ZVNBX:
0.52
VUG:
2.18
ZVNBX:
5.27
VUG:
8.29
ZVNBX:
4.30%
VUG:
3.41%
ZVNBX:
23.51%
VUG:
17.63%
ZVNBX:
-66.93%
VUG:
-50.68%
ZVNBX:
-23.08%
VUG:
-0.51%
Returns By Period
In the year-to-date period, ZVNBX achieves a 2.11% return, which is significantly lower than VUG's 3.65% return.
ZVNBX
2.11%
-2.38%
17.60%
28.13%
10.35%
N/A
VUG
3.65%
1.68%
14.18%
29.99%
17.45%
15.66%
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ZVNBX vs. VUG - Expense Ratio Comparison
ZVNBX has a 1.30% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
ZVNBX vs. VUG — Risk-Adjusted Performance Rank
ZVNBX
VUG
ZVNBX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) 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.
Dividends
ZVNBX vs. VUG - Dividend Comparison
ZVNBX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZVNBX Zevenbergen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
ZVNBX vs. VUG - Drawdown Comparison
The maximum ZVNBX drawdown since its inception was -66.93%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for ZVNBX and VUG. For additional features, visit the drawdowns tool.
Volatility
ZVNBX vs. VUG - Volatility Comparison
Zevenbergen Growth Fund (ZVNBX) has a higher volatility of 5.94% compared to Vanguard Growth ETF (VUG) at 4.79%. This indicates that ZVNBX'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.