VIEIX vs. BRGNX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and iShares Russell 1000 Large-Cap Index Fund (BRGNX).
VIEIX is managed by Vanguard. It was launched on Jul 7, 1997. BRGNX is managed by Blackrock. It was launched on Mar 31, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIEIX or BRGNX.
Performance
VIEIX vs. BRGNX - Performance Comparison
Returns By Period
In the year-to-date period, VIEIX achieves a 19.06% return, which is significantly lower than BRGNX's 24.62% return. Over the past 10 years, VIEIX has underperformed BRGNX with an annualized return of 9.82%, while BRGNX has yielded a comparatively higher 11.66% annualized return.
VIEIX
19.06%
3.29%
12.17%
34.48%
11.16%
9.82%
BRGNX
24.62%
0.93%
11.89%
32.62%
14.74%
11.66%
Key characteristics
| VIEIX | BRGNX | |
|---|---|---|
| Sharpe Ratio | 2.00 | 2.66 |
| Sortino Ratio | 2.76 | 3.56 |
| Omega Ratio | 1.34 | 1.49 |
| Calmar Ratio | 1.43 | 3.88 |
| Martin Ratio | 11.26 | 17.28 |
| Ulcer Index | 3.19% | 1.90% |
| Daily Std Dev | 17.93% | 12.38% |
| Max Drawdown | -58.04% | -34.59% |
| Current Drawdown | -3.62% | -1.84% |
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VIEIX vs. BRGNX - Expense Ratio Comparison
VIEIX has a 0.05% expense ratio, which is lower than BRGNX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VIEIX and BRGNX is 0.90, 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.
Risk-Adjusted Performance
VIEIX vs. BRGNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and iShares Russell 1000 Large-Cap Index Fund (BRGNX). 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
VIEIX vs. BRGNX - Dividend Comparison
VIEIX's dividend yield for the trailing twelve months is around 1.13%, which matches BRGNX's 1.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 1.13% | 1.28% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% | 1.34% | 1.15% |
BRGNX iShares Russell 1000 Large-Cap Index Fund | 1.12% | 1.43% | 1.45% | 1.19% | 1.35% | 1.84% | 2.01% | 1.95% | 2.16% | 2.05% | 1.71% | 1.68% |
Drawdowns
VIEIX vs. BRGNX - Drawdown Comparison
The maximum VIEIX drawdown since its inception was -58.04%, which is greater than BRGNX's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VIEIX and BRGNX. For additional features, visit the drawdowns tool.
Volatility
VIEIX vs. BRGNX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Shares (VIEIX) has a higher volatility of 6.32% compared to iShares Russell 1000 Large-Cap Index Fund (BRGNX) at 4.14%. This indicates that VIEIX's price experiences larger fluctuations and is considered to be riskier than BRGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.