VUG vs HACAX

VUG is an ETF, whereas HACAX is a mutual fund. VUG has a lower 5-year return than HACAX (18.57% vs 20.93%). VUG has a lower expense ratio than HACAX (0.04% vs 0.67%). Below is the comparison between VUG and HACAX.

VUG HACAX
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap Growth U.S. Equity: Large Growth
Issuer Vanguard Harbor
Net Assets $48.63B $25.59B
Expense Ratio 0.04% 0.67%
Management Style passive (index-based) active
Dividend Yield 0.94% 0.05%
Minimum Investment N/A $50,000.00
YTD Return 34.48% 47.35%
1-Year Return 37.94% 51.16%
3-Year Return 21.73% 25.07%
5-Year Return 18.57% 20.93%
10-Year Return 16.71% 18.22%

VUG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VUG performance & returns

YTD Return 34.48%
1-Month Return 5.07%
3-Month Return 2.97%
1-Year Return 37.94%
3-Year Return 21.73%
5-Year Return 18.57%
10-Year Return 16.71%
VUG expense ratio is 0.04%.

VUG holdings

Top 10 Holdings (45.57% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.54%
Microsoft Corp MSFT 9.64%
Amazon.com Inc AMZN 8.13%
Facebook Inc A FB 3.98%
Alphabet Inc A GOOGL 3.05%
Alphabet Inc Class C GOOG 2.89%
Visa Inc Class A V 1.86%
NVIDIA Corp NVDA 1.85%
Tesla Inc TSLA 1.82%
The Home Depot Inc HD 1.81%

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HACAX description

The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.

HACAX performance & returns

YTD Return 47.35%
1-Month Return 12.54%
3-Month Return 1.52%
1-Year Return 51.16%
3-Year Return 25.07%
5-Year Return 20.93%
10-Year Return 18.22%
HACAX expense ratio is 0.67%.

HACAX holdings

Top 10 Holdings (47.82% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 8.09%
Tesla Inc TSLA 6.97%
Apple Inc AAPL 6.52%
Microsoft Corp MSFT 5.12%
NVIDIA Corp NVDA 4.25%
Facebook Inc A FB 4.22%
Adobe Inc ADBE 3.22%
Netflix Inc NFLX 3.22%
Visa Inc Class A V 3.14%
Salesforce.com Inc CRM 3.07%

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