TRLGX vs. IWF
Compare and contrast key facts about T. Rowe Price Large-Cap Growth Fund (TRLGX) and iShares Russell 1000 Growth ETF (IWF).
TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001. 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.
Performance
TRLGX vs. IWF - Performance Comparison
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TRLGX vs. IWF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRLGX T. Rowe Price Large-Cap Growth Fund | -11.46% | 17.51% | 37.57% | 46.22% | -35.26% | 23.24% | 39.57% | 28.51% | 4.35% | 37.77% |
IWF iShares Russell 1000 Growth ETF | -9.05% | 18.33% | 33.12% | 42.59% | -29.31% | 27.43% | 38.25% | 35.86% | -1.67% | 29.95% |
Returns By Period
In the year-to-date period, TRLGX achieves a -11.46% return, which is significantly lower than IWF's -9.05% return. Both investments have delivered pretty close results over the past 10 years, with TRLGX having a 16.72% annualized return and IWF not far behind at 16.63%.
TRLGX
- 1D
- 3.95%
- 1M
- -5.81%
- YTD
- -11.46%
- 6M
- -10.30%
- 1Y
- 12.15%
- 3Y*
- 22.38%
- 5Y*
- 9.59%
- 10Y*
- 16.72%
IWF
- 1D
- 0.87%
- 1M
- -4.65%
- YTD
- -9.05%
- 6M
- -8.54%
- 1Y
- 18.65%
- 3Y*
- 21.36%
- 5Y*
- 12.41%
- 10Y*
- 16.63%
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TRLGX vs. IWF - Expense Ratio Comparison
TRLGX has a 0.55% expense ratio, which is higher than IWF's 0.19% expense ratio.
Return for Risk
TRLGX vs. IWF — Risk / Return Rank
TRLGX
IWF
TRLGX vs. IWF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund (TRLGX) and iShares Russell 1000 Growth ETF (IWF). 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.
| TRLGX | IWF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.84 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.35 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.20 | -0.66 |
Martin ratioReturn relative to average drawdown | 1.83 | 4.08 | -2.25 |
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
| TRLGX | IWF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.84 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.58 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.80 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.37 | +0.18 |
Correlation
The correlation between TRLGX and IWF is 0.95, 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
TRLGX vs. IWF - Dividend Comparison
TRLGX's dividend yield for the trailing twelve months is around 15.46%, more than IWF's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRLGX T. Rowe Price Large-Cap Growth Fund | 15.46% | 13.69% | 9.80% | 2.04% | 3.88% | 2.56% | 0.42% | 4.09% | 7.93% | 9.27% | 1.64% | 4.71% |
IWF iShares Russell 1000 Growth ETF | 0.39% | 0.36% | 0.46% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% |
Drawdowns
TRLGX vs. IWF - Drawdown Comparison
The maximum TRLGX drawdown since its inception was -55.56%, smaller than the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for TRLGX and IWF.
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Drawdown Indicators
| TRLGX | IWF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.56% | -64.25% | +8.69% |
Max Drawdown (1Y)Largest decline over 1 year | -18.18% | -16.27% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -40.44% | -32.72% | -7.72% |
Max Drawdown (10Y)Largest decline over 10 years | -40.44% | -32.72% | -7.72% |
Current DrawdownCurrent decline from peak | -14.94% | -12.36% | -2.58% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -22.21% | +13.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.43% | 4.80% | +0.63% |
Volatility
TRLGX vs. IWF - Volatility Comparison
T. Rowe Price Large-Cap Growth Fund (TRLGX) has a higher volatility of 7.19% compared to iShares Russell 1000 Growth ETF (IWF) at 6.82%. This indicates that TRLGX's price experiences larger fluctuations and is considered to be riskier than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRLGX | IWF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 6.82% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.51% | 12.39% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 22.41% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.41% | 21.41% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 20.92% | +0.81% |