Sensible Investor

Registry rank 151 · Portfolio as of 2026-02-28

VANGUARD U.S. GROWTH FUND

VWUAX · VWUSX

Best-fit active share35.8%vs IWF · fund as of 2026-02-28 · proxy as of 2026-03-31
Declared-benchmark active shareNot filed yetNo mapped declared benchmark
VWUAX expense ratio0.25%SEC expense filing · as of 2025-08-31
VWUAX fee per active unit0.70%expense as of 2025-08-31; fund as of 2026-02-28; proxy as of 2026-03-31

Filed fees in dollars

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline.
Share class and filing10 years20 years30 years
VWUAX0.25% · SEC expense filing · as of 2025-08-31$3,837$12,353$29,829
VWUSX0.35% · SEC expense filing · as of 2025-08-31$5,349$17,140$41,194

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. VWUAX SEC expense filing, as of 2025-08-31. Methodology.

Illustration for VWUAX; expense ratio filed as of 2025-08-31.
ResultAmount
Ending value at baseline$265,330
Ending value at filed expense ratio$252,977
Difference attributed to fee drag$12,353

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IWF

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

APPLE INC.-4.78%
AMAZON.COM, INC.+2.01%
MICROSOFT CORPORATION-1.99%
Shopify Inc+1.84%
ABBVIE INC.-1.39%
NVIDIA CORPORATION-1.38%
DOORDASH, INC.+1.35%
Taiwan Semiconductor Manufacturing Co Ltd+1.29%
META PLATFORMS, INC.+1.17%
NETFLIX, INC.+1.15%
HoldingFundIWFDifference
APPLE INC.6.87%11.66%-4.78%
AMAZON.COM, INC.6.68%4.67%+2.01%
MICROSOFT CORPORATION6.85%8.84%-1.99%
Shopify Inc1.84%0.00%+1.84%
ABBVIE INC.0.00%1.39%-1.39%
NVIDIA CORPORATION11.56%12.95%-1.38%
DOORDASH, INC.1.55%0.20%+1.35%
Taiwan Semiconductor Manufacturing Co Ltd1.29%0.00%+1.29%
META PLATFORMS, INC.4.63%3.46%+1.17%
NETFLIX, INC.2.63%1.47%+1.15%

Source and verification

SEC N-PORT filing · filed 2026-04-28 · period 2026-02-28

SEC expense filing · period 2025-08-31

Immutable verification record · Active-share method