VUG vs SWPPX

VUG is an ETF, whereas SWPPX is a mutual fund. VUG has a higher 5-year return than SWPPX (18.57% vs 13.94%). VUG has a higher expense ratio than SWPPX (0.04% vs 0.02%). Below is the comparison between VUG and SWPPX.

VUG SWPPX
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap Growth U.S. Equity: Large Blend
Issuer Vanguard Schwab Funds
Net Assets $48.63B $44.15B
Expense Ratio 0.04% 0.02%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.94% 1.72%
Minimum Investment N/A $1,000.00
YTD Return 34.48% 14.01%
1-Year Return 37.94% 17.45%
3-Year Return 21.73% 13.14%
5-Year Return 18.57% 13.94%
10-Year Return 16.71% 14.12%

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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SWPPX description

The Fund seeks to track the total return of the S&P 500 Index. The Fund will invest at least 80% of its net assets in these stocks; typically, the actual percentage is considerably higher. The Fund generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does.

SWPPX performance & returns

YTD Return 14.01%
1-Month Return 10.96%
3-Month Return 3.89%
1-Year Return 17.45%
3-Year Return 13.14%
5-Year Return 13.94%
10-Year Return 14.12%
SWPPX expense ratio is 0.02%.

SWPPX holdings

Top 10 Holdings (27.71% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.62%
Microsoft Corp MSFT 5.66%
Amazon.com Inc AMZN 4.77%
Facebook Inc A FB 2.24%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.53%
Berkshire Hathaway Inc Class B BRK.B 1.50%
Johnson & Johnson JNJ 1.39%
Procter & Gamble Co PG 1.23%
Visa Inc Class A V 1.20%

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