Correlation
The correlation between IWF 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.
IWF vs. VONG
Compare and contrast key facts about iShares Russell 1000 Growth ETF (IWF) and Vanguard Russell 1000 Growth ETF (VONG).
IWF and VONG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000. 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. Both IWF and VONG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWF or VONG.
Performance
IWF vs. VONG - Performance Comparison
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Key characteristics
IWF:
0.60
VONG:
0.61
IWF:
1.07
VONG:
1.08
IWF:
1.15
VONG:
1.15
IWF:
0.71
VONG:
0.72
IWF:
2.34
VONG:
2.38
IWF:
7.09%
VONG:
7.06%
IWF:
25.34%
VONG:
25.27%
IWF:
-64.18%
VONG:
-32.72%
IWF:
-4.72%
VONG:
-4.62%
Returns By Period
In the year-to-date period, IWF achieves a -0.70% return, which is significantly lower than VONG's -0.58% return. Both investments have delivered pretty close results over the past 10 years, with IWF having a 15.84% annualized return and VONG not far ahead at 15.95%.
IWF
-0.70%
9.29%
0.97%
15.16%
19.30%
17.44%
15.84%
VONG
-0.58%
9.37%
1.04%
15.27%
19.47%
17.55%
15.95%
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IWF vs. VONG - Expense Ratio Comparison
IWF has a 0.19% expense ratio, which is higher than VONG's 0.08% 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%.
Risk-Adjusted Performance
IWF vs. VONG — Risk-Adjusted Performance Rank
IWF
VONG
IWF vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Growth ETF (IWF) 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.
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Dividends
IWF vs. VONG - Dividend Comparison
IWF's dividend yield for the trailing twelve months is around 0.45%, less than VONG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF iShares Russell 1000 Growth ETF | 0.45% | 0.46% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% |
VONG Vanguard Russell 1000 Growth ETF | 0.54% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
Drawdowns
IWF vs. VONG - Drawdown Comparison
The maximum IWF drawdown since its inception was -64.18%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for IWF and VONG.
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Volatility
IWF vs. VONG - Volatility Comparison
iShares Russell 1000 Growth ETF (IWF) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.84% and 5.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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