Screener
VBK vs VUSG
Vanguard Small-Cap Growth Index Fund ETF Shares vs Vanguard Wellington U.S. Growth Active ETF
Key differences
Both VBK and VUSG are equity ETFs. VBK charges 0.05% a year and VUSG 0.35%. The main difference: VBK follows a index tracking strategy; VUSG uses active selection.
- VBK follows a index tracking strategy; VUSG uses active selection.
- VBK costs 0.30% less per year.
- VBK is much larger than VUSG. Larger funds are usually more liquid and less likely to close.
- VBK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VBK | VUSG | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.35% |
| Fund size (AUM) | $45.5B | $28M |
| Since | 2004 | 2025 |
| Dividend yield | 0.45% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.7% | N/A |
| CAGR 3Y | +17.7% | N/A |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.71 | N/A |
| Volatility 1Y | 19.62% | — |
| Max drawdown | -38.70% | -15.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.