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VTWG vs PREF

Comparison between VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF) and PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF).

5-Year PerformanceVTWG has outperformed PREF, delivering a return of +5.4% compared to +3.0%

VTWG vs PREF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VTWG
$1.80B
PREF
$1.80B
Expense Ratio
Winner
VTWG
0.06%
PREF
0.55%
Max Drawdown
VTWG
42.40%
Winner
PREF
23.28%
Sharpe Ratio
Winner
VTWG
1.12
PREF
0.49
5Y Beta
VTWG
1.23
Winner
PREF
0.08
P/E Ratio
VTWG
125.38
PREF
N/A
Forward P/E
VTWG
19.97
PREF
N/A
5Y Dividends CAGR
Winner
VTWG
16.11%
PREF
2.39%
Debt to Equity
VTWG
27.16%
PREF
N/A
P/S Ratio
VTWG
2.43
PREF
N/A
P/B Ratio
VTWG
4.76
PREF
N/A

VTWG vs PREF - Historical Returns

Returns include dividend reinvestment.

1M
VTWG
-0.18%
Winner
PREF
+0.21%
3M
Winner
VTWG
+12.12%
PREF
+0.89%
6M
Winner
VTWG
+10.57%
PREF
+1.73%
1Y
Winner
VTWG
+30.96%
PREF
+5.29%
5Y(CAGR)
Winner
VTWG
+5.42%
PREF
+2.98%
10Y(CAGR)
Winner
VTWG
+11.11%
PREF
+4.14%
Max(CAGR)
Winner
VTWG
+11.90%
PREF
+4.14%

VTWG vs PREF - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearVTWGPREF
2026+16.18%+1.84%
2025+12.58%+7.58%
2024+16.28%+11.55%
2023+19.64%+6.79%
2022-27.33%-11.84%
2021+4.39%+2.13%
2020+34.55%+7.33%
2019+28.92%+17.66%
2018-10.03%-5.23%
2017+21.89%+2.04%
2016+14.43%N/A
2015+0.17%N/A
2014+7.43%N/A
2013+39.98%N/A
2012+13.18%N/A
2011-4.95%N/A
2010+21.68%N/A

VTWG vs PREF Drawdown Comparison

The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.

The maximum drawdown for PREF was -22.99%, occurring on Mar 19, 2020. Recovery took 129 trading sessions.

The current VTWG drawdown is -3.80%. The current PREF drawdown is -0.34%.

RankVTWGPREF
#1-42.07%
Feb 9, 2021 - Oct 6, 2025
-22.99%
Feb 21, 2020 - Aug 25, 2020
#2-40.36%
Feb 19, 2020 - Aug 7, 2020
-16.99%
Sep 16, 2021 - Jul 12, 2024
#3-29.43%
Apr 29, 2011 - Sep 14, 2012
-6.42%
Jan 16, 2018 - Mar 20, 2019
#4-28.77%
Jun 23, 2015 - Dec 8, 2016
-2.88%
Feb 24, 2026 - May 27, 2026
#5-28.53%
Aug 31, 2018 - Jan 14, 2020
-2.56%
Mar 20, 2025 - May 12, 2025
#6-14.88%
Jan 22, 2026 - Apr 17, 2026
-1.98%
Feb 11, 2021 - Apr 21, 2021
#7-14.50%
Mar 4, 2014 - Dec 24, 2014
-1.50%
Dec 5, 2017 - Dec 26, 2017
#8-11.04%
Sep 14, 2012 - Jan 2, 2013
-1.18%
Sep 17, 2020 - Nov 5, 2020
#9-10.08%
Oct 15, 2025 - Dec 10, 2025
-0.98%
Oct 17, 2024 - Nov 25, 2024
#10-8.87%
Jan 26, 2018 - Mar 9, 2018
-0.97%
Oct 28, 2025 - Dec 22, 2025
#11-7.87%
Sep 2, 2020 - Oct 7, 2020
-0.91%
Jan 6, 2025 - Jan 30, 2025
#12-7.69%
Jan 22, 2014 - Feb 24, 2014
-0.90%
Aug 1, 2024 - Aug 16, 2024
#13-7.51%
Oct 12, 2020 - Nov 5, 2020
-0.86%
Oct 30, 2017 - Nov 28, 2017
#14-7.28%
Mar 12, 2018 - May 16, 2018
-0.83%
Dec 16, 2019 - Dec 19, 2019
#15-6.12%
Jul 25, 2017 - Sep 18, 2017
-0.72%
Oct 3, 2017 - Oct 30, 2017

Correlation

Correlation between VTWG and PREF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2010 - 2026)

VTWG vs PREF dividend yield comparison.

YearVTWGPREF
20260.27%2.65%
20250.64%4.87%
20240.55%4.65%
20230.79%4.67%
20220.71%4.63%
20210.54%4.07%
20200.48%4.35%
20190.72%4.67%
20180.72%5.49%
20170.64%2.35%
20160.96%0.00%
20150.72%0.00%
20140.62%0.00%
20130.56%0.00%
20120.81%0.00%
20110.30%0.00%
20100.27%0.00%

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