VUG vs. VIGRX

This is a comparison between VUG and VIGRX. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.

VUG VIGRX
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap Growth U.S. Equity: Large Growth
Net Assets $33.39B $3.43B
Expense Ratio 0.06% 0.18%
Management Style passive (index-based) passive (index-based)
Minimum Investment N/A $3,000
YTD Return 7.07% 1.42%
1-Year Return 19.32% 15.51%
3-Year Return 13.31% 11.07%
5-Year Return 15.37% 13.87%
10-Year Return 11.18% N/A
1-Year Tax Cost Ratio 0.29% 0.49%
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 returns
YTD Return 7.07%
1-Month Return 1.15%
3-Month Return 5.88%
1-Year Return 19.32%
3-Year Return 13.31%
5-Year Return 15.37%
10-Year Return 11.18%
VUG expense ratio is 0.06%
VUG holdings

Top 10 Holdings (28.50% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.81%
Facebook Inc A FB 3.85%
Amazon.com Inc AMZN 3.73%
Alphabet Inc A GOOGL 2.76%
Alphabet Inc C GOOG 2.69%
The Home Depot Inc HD 1.83%
Visa Inc Class A V 1.83%
Comcast Corp Class A CMCSA 1.72%
Philip Morris International Inc PM 1.64%
Coca-Cola Co KO 1.64%
VIGRX 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.

VIGRX returns
YTD Return 1.42%
1-Month Return 0.27%
3-Month Return -5.09%
1-Year Return 15.51%
3-Year Return 11.07%
5-Year Return 13.87%
10-Year Return N/A
VIGRX expense ratio is 0.18%
VIGRX holdings

Top 10 Holdings (28.50% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.81%
Facebook Inc A FB 3.85%
Amazon.com Inc AMZN 3.73%
Alphabet Inc A GOOGL 2.76%
Alphabet Inc C GOOG 2.69%
The Home Depot Inc HD 1.83%
Visa Inc Class A V 1.83%
Comcast Corp Class A CMCSA 1.72%
Philip Morris International Inc PM 1.64%
Coca-Cola Co KO 1.64%
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