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VUG: Vanguard Growth ETF (ETF)
Basic Info 295.94 2.13(0.71%) July 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 06/24/2021 |
| 12-Mo. Yield | 0.67% |
| Expenses | 0.09% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.2 | 17.1 | 39.1 | 25.9 | 22.7 | 17.9 | 13.7 | 12.1 | 40.2 | 37.0 | -3.3 | 27.7 | 6.3 | 3.2 | 13.6 | 32.5 | 17.0 | 1.8 | 17.2 | 36.1 | -38.0 | 12.5 | 9.2 | 5.0 | 5.0 |
| SR | NA | 1.76 | 1.99 | 1.01 | 1.06 | 0.94 | NA | 0.58 | 1.12 | 2.47 | -0.24 | 3.65 | 0.44 | 0.2 | 1.07 | 2.84 | 1.26 | 0.08 | 0.95 | 1.55 | -1.01 | 0.64 | 0.53 | 0.28 | 0.38 |
| DD(%) | NA | 9.6 | 11.3 | 31.8 | 31.8 | 31.8 | NA | 50.7 | 31.8 | 8.0 | 22.3 | 2.6 | 12.1 | 12.0 | 7.6 | 6.8 | 10.0 | 18.5 | 16.2 | 21.2 | 47.7 | 8.6 | 9.4 | 7.1 | 11.1 |
| SD(%) | NA | 17.9 | 19.6 | 25.0 | 20.7 | 18.6 | NA | 19.3 | 35.5 | 14.4 | 19.6 | 7.4 | 13.9 | 16.4 | 12.7 | 11.4 | 13.6 | 23.7 | 18.1 | 23.2 | 38.3 | 15.0 | 11.1 | 10.1 | 11.8 |
| TR | NA | 0.42 | 0.49 | 0.28 | 0.24 | 0.19 | NA | 0.12 | 0.41 | 0.51 | -0.05 | 0.33 | 0.07 | 0.03 | 0.15 | 0.35 | 0.19 | 0.02 | 0.18 | 0.39 | -0.39 | 0.11 | 0.07 | 0.04 | 0.07 |
| Alpha(%) | NA | 0.04 | 0.02 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.04 | 0.02 | -0.02 | 0.01 | 0.03 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 | 0.01 |
| Beta(%) | NA | 0.76 | 0.81 | 0.9 | 0.9 | 0.91 | NA | 0.92 | 0.98 | 0.7 | 0.92 | 0.83 | 0.92 | 0.97 | 0.91 | 0.93 | 0.92 | 0.89 | 0.94 | 0.93 | 1.0 | 0.89 | 0.82 | 0.79 | 0.67 |
| RS | NA | 0.9 | 0.91 | 0.92 | 0.93 | 0.94 | NA | 0.94 | 0.97 | 0.74 | 0.97 | 0.92 | 0.96 | 0.92 | 0.97 | 0.96 | 0.96 | 0.98 | 0.98 | 0.97 | 0.96 | 0.95 | 0.91 | 0.84 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
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Best ETFs
- IWY (iShares Russell Top 200 Growth) 0.79% (98%)
- SCHG (Schwab US Large-Cap Growth ETF) 0.80% (94%)
- MGK (Vanguard Mega Cap Growth ETF) 0.84% (93%)
- VONG (Vanguard Russell 1000 Growth ETF) 0.73% (93%)
- ONEQ (Fidelity Nasdaq Composite Tr Stk ETF) 0.66% (91%)
- VUG (Vanguard Growth ETF) 0.71% (88%)
- QQQE (Direxion NASDAQ-100® Equal Wtd ETF) 0.33% (88%)
- IWF (iShares Russell 1000 Growth) 0.66% (84%)
- VOOG (Vanguard S&P 500 Growth ETF) 0.61% (79%)
- SPYG (SPDR® S&P 500 Growth ETF) 0.62% (73%)
Best Closed End Funds
- EOS (Eaton Vance Enhanced Equity Income II) 0.89% (65%)
- FXBY (Foxby Corp Common) 0.0% (45%)
- ETJ (Eaton Vance Risk-Mgd Divers Eq Inc) 0.61% (38%)
- MSP (Madison Strategic Sector Prem Common) 0.84% (38%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 0.12% (31%)
- JCE (Nuveen Core Equity Alpha) 0.12% (19%)
- EOI (Eaton Vance Enhanced Equity Income) 0.21% (18%)
- GAM (General American Investors) 0.50% (17%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 0.30% (15%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.89% (10%)
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