Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VOOG (Vanguard S&P 500 Growth ETF) 13.70% 33.67% 28.14% 16.01% 18.10% 16.57% NA
Data as of 06/04/2026, Common starting date is 09/09/2010
More Performance Analytics Comparison
Name Start Date End Date
VOOG (Vanguard S&P 500 Growth ETF) 09/09/2010 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.26 33.67 28.14 16.01 18.10 16.57 NA 13.70 22.11 35.89 29.96 -29.48 31.95 33.35 30.93 -0.22 27.18 6.84 5.41 14.71 32.65 14.17 4.63 15.80
Sharpe Ratio NA 2.10 1.36 0.64 0.80 NA NA 1.90 0.84 1.82 1.98 -1.01 1.94 0.94 2.28 -0.08 3.76 0.49 0.34 1.21 3.13 1.13 0.21 4.70
Standard Deviation(%) NA 15.84 18.86 21.16 20.75 NA NA 18.59 23.07 17.70 13.43 30.79 16.49 35.24 12.90 19.69 7.08 13.41 15.74 12.19 10.42 12.55 21.99 12.67
Draw Down(%) NA 13.71 22.18 32.73 32.73 NA NA 13.39 22.18 12.86 9.12 32.31 8.64 31.41 6.39 20.78 2.25 10.88 11.79 7.40 5.74 8.51 16.17 3.89
Yield(%) 0.00 0.58 0.94 0.87 1.92 2.94 2.67 0.13 0.59 0.67 1.46 0.65 0.71 1.15 1.63 1.31 1.65 1.57 1.62 1.47 1.86 1.95 1.63 0.41
Data as of 06/04/2026, Common starting date is 09/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VOOG (Vanguard S&P 500 Growth ETF) 6.24%
Apr 2021 – Apr 2024
9.34%
Mar 2015 – Mar 2020
12.49%
Oct 2013 – Oct 2023
14.81%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VOOG (Vanguard S&P 500 Growth ETF) 32.07%
Dec 2018 – Dec 2021
23.93%
Dec 2016 – Dec 2021
19.05%
Dec 2011 – Dec 2021
16.36%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return