TOPC vs VUSG
Comparison between iShares S&P 500 3 Capped ETF (TOPC, ETF) and VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF ETF SHARES (VUSG, ETF).
TOPC vs VUSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TOPC
$26M
VUSG
$26M
Expense Ratio
Winner
TOPC
0.09%
VUSG
0.35%
Max Drawdown
Winner
TOPC
8.26%
VUSG
15.14%
Sharpe Ratio
Winner
TOPC
1.54
VUSG
0.62
5Y Beta
Winner
TOPC
0.93
VUSG
1.38
P/E Ratio
Winner
TOPC
28.05
VUSG
41.54
Forward P/E
Winner
TOPC
21.58
VUSG
28.46
5Y EPS CAGR
TOPC
20.50%
Winner
VUSG
38.14%
Debt to Equity
TOPC
33.14%
VUSG
N/A
P/S Ratio
Winner
TOPC
3.26
VUSG
5.44
P/B Ratio
Winner
TOPC
4.94
VUSG
9.83
TOPC vs VUSG - Holdings Comparison
TOPC and VUSG have 17 common holdings. Overlap is 25.57%
TOPC's top 25 holdings weight is 42.11%. VUSG's top 25 holdings weight is 90.56%.
| Rank | TOPC | VUSG |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 3.43% | NVIDIA CORP (NVDA) - 15.14% |
| #2 | BROADCOM INC (AVGO) - 3.32% | MICROSOFT CORP (MSFT) - 11.56% |
| #3 | APPLE INC (AAPL) - 3.24% | APPLE INC (AAPL) - 8.46% |
| #4 | NVIDIA CORP (NVDA) - 3.17% | ALPHABET INC CLASS A (GOOGL) - 7.79% |
| #5 | MICROSOFT CORP (MSFT) - 2.83% | AMAZON.COM INC (AMZN) - 6.02% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.52% | BROADCOM INC (AVGO) - 4.67% |
| #7 | TESLA INC (TSLA) - 2.26% | MASTERCARD INC CLASS A (MA) - 3.74% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 1.88% | ELI LILLY AND CO (LLY) - 3.08% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.68% | ISHARES RUSSELL 1000 GROWTH ETF (IWF) - 2.86% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.59% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.64% |
| #11 | ELI LILLY AND CO (LLY) - 1.59% | META PLATFORMS INC CLASS A (META) - 2.63% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.56% | ASML HOLDING NV ADR (ASML) - 2.26% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.50% | COHERENT CORP (COHR) - 2.10% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.44% | WELLTOWER INC (WELL) - 1.93% |
| #15 | EXXON MOBIL CORP (XOM) - 1.22% | TESLA INC (TSLA) - 1.93% |
| #16 | INTEL CORP (INTC) - 1.06% | MERCADOLIBRE INC (MELI) - 1.91% |
| #17 | JOHNSON & JOHNSON (JNJ) - 1.06% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.67% |
| #18 | VISA INC CLASS A (V) - 1.04% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.55% |
| #19 | WALMART INC (WMT) - 0.99% | WIX.COM LTD (WIX) - 1.39% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.90% | AXON ENTERPRISE INC (AXON) - 1.33% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.86% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.26% |
| #22 | CATERPILLAR INC (CAT) - 0.77% | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 1.21% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.76% | NEXTPOWER INC CLASS A (NXT) - 1.19% |
| #24 | LAM RESEARCH CORP (LRCX) - 0.72% | UNITY SOFTWARE INC ORDINARY SHARES (U) - 1.16% |
| #25 | ABBVIE INC (ABBV) - 0.72% | ARGENX SE ADR (ARGX) - 1.08% |
| Total Holdings | 508 | 39 |
TOPC vs VUSG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOPC
+1.82%
VUSG
+0.48%
3M
TOPC
+7.09%
Winner
VUSG
+8.58%
6M
Winner
TOPC
+8.46%
VUSG
+2.85%
1Y
TOPC
+23.94%
VUSG
N/A
Max(CAGR)
Winner
TOPC
+33.18%
VUSG
+14.72%
TOPC vs VUSG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | TOPC | VUSG |
|---|---|---|
| 2026 | +8.36% | +4.44% |
| 2025 | +27.46% | +3.21% |
TOPC vs VUSG Drawdown Comparison
The maximum drawdown for TOPC was -8.04%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for VUSG was -15.14%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The current TOPC drawdown is -2.84%. The current VUSG drawdown is -5.07%.
| Rank | TOPC | VUSG |
|---|---|---|
| #1 | -8.04% Feb 2, 2026 - Apr 14, 2026 | -15.14% Jan 12, 2026 - Apr 17, 2026 |
| #2 | -5.04% Oct 27, 2025 - Dec 10, 2025 | -5.07% Jun 1, 2026 - Jun 5, 2026 |
| #3 | -2.92% Oct 8, 2025 - Oct 24, 2025 | -4.94% Dec 10, 2025 - Jan 12, 2026 |
| #4 | -2.84% Jun 2, 2026 - Jun 5, 2026 | -3.01% May 14, 2026 - May 28, 2026 |
| #5 | -2.53% May 19, 2025 - Jun 3, 2025 | -2.07% Nov 19, 2025 - Nov 24, 2025 |
| #6 | -2.53% Jul 25, 2025 - Aug 12, 2025 | -1.50% Apr 22, 2026 - Apr 24, 2026 |
| #7 | -2.25% Jan 12, 2026 - Jan 29, 2026 | -1.14% Apr 27, 2026 - May 1, 2026 |
| #8 | -2.24% Apr 17, 2025 - Apr 22, 2025 | -0.90% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -2.08% Dec 11, 2025 - Dec 23, 2025 | -0.63% May 8, 2026 - May 13, 2026 |
| #10 | -1.79% May 14, 2026 - May 22, 2026 | -0.54% Nov 28, 2025 - Dec 2, 2025 |
| #11 | -1.34% Dec 24, 2025 - Jan 6, 2026 | -0.21% May 1, 2026 - May 6, 2026 |
| #12 | -1.27% Sep 22, 2025 - Oct 1, 2025 | -0.13% Dec 2, 2025 - Dec 4, 2025 |
| #13 | -1.25% Jun 12, 2025 - Jun 24, 2025 | -0.01% May 6, 2026 - May 8, 2026 |
| #14 | -1.16% May 2, 2025 - May 12, 2025 | N/A |
| #15 | -1.14% Aug 13, 2025 - Aug 22, 2025 | N/A |
Correlation
Correlation between TOPC and VUSG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2025 - 2026)
TOPC vs VUSG dividend yield comparison.
| Year | TOPC | VUSG |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 0.80% | 0.02% |
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