BRGNX vs. VONG
Compare and contrast key facts about iShares Russell 1000 Large-Cap Index Fund (BRGNX) and Vanguard Russell 1000 Growth ETF (VONG).
BRGNX is managed by BlackRock. It was launched on Mar 31, 2011. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Performance
BRGNX vs. VONG - Performance Comparison
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BRGNX vs. VONG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRGNX iShares Russell 1000 Large-Cap Index Fund | -3.78% | 17.22% | 24.36% | 26.43% | -19.15% | 26.14% | 20.79% | 31.30% | -4.89% | 21.47% |
VONG Vanguard Russell 1000 Growth ETF | -8.98% | 18.45% | 33.20% | 42.67% | -29.18% | 27.60% | 38.30% | 36.06% | -1.53% | 30.05% |
Returns By Period
In the year-to-date period, BRGNX achieves a -3.78% return, which is significantly higher than VONG's -8.98% return. Over the past 10 years, BRGNX has underperformed VONG with an annualized return of 13.75%, while VONG has yielded a comparatively higher 16.78% annualized return.
BRGNX
- 1D
- 0.71%
- 1M
- -3.71%
- YTD
- -3.78%
- 6M
- -1.91%
- 1Y
- 16.77%
- 3Y*
- 18.19%
- 5Y*
- 11.03%
- 10Y*
- 13.75%
VONG
- 1D
- -0.01%
- 1M
- -4.03%
- YTD
- -8.98%
- 6M
- -8.58%
- 1Y
- 17.79%
- 3Y*
- 21.43%
- 5Y*
- 12.55%
- 10Y*
- 16.78%
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BRGNX vs. VONG - Expense Ratio Comparison
BRGNX has a 0.12% expense ratio, which is higher than VONG's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BRGNX vs. VONG — Risk / Return Rank
BRGNX
VONG
BRGNX vs. VONG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Large-Cap Index Fund (BRGNX) and Vanguard Russell 1000 Growth ETF (VONG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BRGNX | VONG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.80 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.30 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.15 | +0.32 |
Martin ratioReturn relative to average drawdown | 7.01 | 3.86 | +3.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRGNX | VONG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.80 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.59 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.81 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.84 | -0.10 |
Correlation
The correlation between BRGNX and VONG is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BRGNX vs. VONG - Dividend Comparison
BRGNX's dividend yield for the trailing twelve months is around 2.55%, more than VONG's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRGNX iShares Russell 1000 Large-Cap Index Fund | 2.55% | 2.71% | 1.32% | 1.44% | 1.77% | 1.83% | 1.46% | 2.76% | 2.40% | 2.59% | 3.92% | 5.41% |
VONG Vanguard Russell 1000 Growth ETF | 0.50% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
Drawdowns
BRGNX vs. VONG - Drawdown Comparison
The maximum BRGNX drawdown since its inception was -34.59%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for BRGNX and VONG.
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Drawdown Indicators
| BRGNX | VONG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -32.72% | -1.87% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -16.23% | +7.37% |
Max Drawdown (5Y)Largest decline over 5 years | -25.14% | -32.72% | +7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -32.72% | -1.87% |
Current DrawdownCurrent decline from peak | -5.77% | -12.30% | +6.53% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -4.90% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.84% | -2.25% |
Volatility
BRGNX vs. VONG - Volatility Comparison
The current volatility for iShares Russell 1000 Large-Cap Index Fund (BRGNX) is 5.26%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 6.71%. This indicates that BRGNX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRGNX | VONG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 6.71% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 12.35% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.43% | 22.40% | -3.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 21.34% | -4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 20.82% | -2.63% |