Screener
VUSG vs VBK
Vanguard Wellington U.S. Growth Active ETF vs Vanguard Small-Cap Growth Index Fund ETF Shares
Key differences
Both VUSG and VBK are equity ETFs. VUSG charges 0.35% a year and VBK 0.05%. The main difference: VUSG follows a active selection strategy; VBK uses index tracking.
- VUSG follows a active selection strategy; VBK uses index tracking.
- 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
| VUSG | VBK | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.05% |
| Fund size (AUM) | $28M | $45.5B |
| Since | 2025 | 2004 |
| Dividend yield | — | 0.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +27.7% |
| CAGR 3Y | N/A | +17.7% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | N/A | 0.71 |
| Volatility 1Y | — | 19.62% |
| Max drawdown | -15.14% | -38.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.