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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRLGX or IWF.
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.
Performance
TRLGX vs. IWF - Performance Comparison
Key characteristics
TRLGX:
1.71
IWF:
2.13
TRLGX:
2.26
IWF:
2.75
TRLGX:
1.32
IWF:
1.39
TRLGX:
1.41
IWF:
2.77
TRLGX:
10.03
IWF:
10.81
TRLGX:
2.81%
IWF:
3.39%
TRLGX:
16.55%
IWF:
17.25%
TRLGX:
-56.16%
IWF:
-64.18%
TRLGX:
-6.59%
IWF:
-1.69%
Returns By Period
In the year-to-date period, TRLGX achieves a 27.85% return, which is significantly lower than IWF's 36.39% return. Over the past 10 years, TRLGX has underperformed IWF with an annualized return of 11.89%, while IWF has yielded a comparatively higher 16.73% annualized return.
TRLGX
27.85%
-2.35%
6.71%
28.10%
13.86%
11.89%
IWF
36.39%
4.50%
14.43%
36.57%
19.45%
16.73%
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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.
Risk-Adjusted Performance
TRLGX vs. IWF - Risk-Adjusted Performance 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.
Dividends
TRLGX vs. IWF - Dividend Comparison
TRLGX has not paid dividends to shareholders, while IWF's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRLGX T. Rowe Price Large-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% | 0.28% | 0.24% | 0.24% | 0.03% | 0.07% | 0.04% |
IWF iShares Russell 1000 Growth ETF | 0.45% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% | 1.29% |
Drawdowns
TRLGX vs. IWF - Drawdown Comparison
The maximum TRLGX drawdown since its inception was -56.16%, smaller than the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for TRLGX and IWF. For additional features, visit the drawdowns tool.
Volatility
TRLGX vs. IWF - Volatility Comparison
T. Rowe Price Large-Cap Growth Fund (TRLGX) has a higher volatility of 6.12% compared to iShares Russell 1000 Growth ETF (IWF) at 5.00%. 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.