VITAX vs. VRGWX
VITAX (Vanguard Information Technology Index Fund Admiral Shares) and VRGWX (Vanguard Russell 1000 Growth Index Fund Institutional Shares) are both mutual funds - VITAX is a Technology Equities fund tracking the MSCI US Investable Market Information Technology 25/50 Index, while VRGWX is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Index. Both are passively managed. Over the past 10 years, VITAX returned 24.06%/yr vs 17.87%/yr for VRGWX. Their correlation of 0.95 means they have usually moved in the same direction. VITAX charges 0.09%/yr vs 0.05%/yr for VRGWX.
Performance
VITAX vs. VRGWX - Performance Comparison
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Returns By Period
In the year-to-date period, VITAX achieves a 20.41% return, which is significantly higher than VRGWX's 0.30% return. Over the past 10 years, VITAX has outperformed VRGWX with an annualized return of 24.06%, while VRGWX has yielded a comparatively lower 17.87% annualized return.
VITAX
- 1D
- -0.37%
- 1M
- -1.37%
- 6M
- 20.46%
- YTD
- 20.41%
- 1Y
- 34.82%
- 3Y*
- 26.49%
- 5Y*
- 17.82%
- 10Y*
- 24.06%
- ALL TIME*
- 14.78%
VRGWX
- 1D
- 0.81%
- 1M
- -2.43%
- 6M
- 1.53%
- YTD
- 0.30%
- 1Y
- 10.12%
- 3Y*
- 19.26%
- 5Y*
- 12.64%
- 10Y*
- 17.87%
- ALL TIME*
- 16.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VITAX vs. VRGWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 20.41% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.30% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
Correlation
The correlation between VITAX and VRGWX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2010 | 0.95 |
The correlation between VITAX and VRGWX has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
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Return for Risk
VITAX vs. VRGWX — Risk / Return Rank
VITAX
VRGWX
VITAX vs. VRGWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VITAX | VRGWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.09 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.50 | +1.45 |
| Martin ratioReturn relative to average drawdown | 5.24 | 1.48 | +3.76 |
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Drawdowns
VITAX vs. VRGWX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, which is greater than VRGWX's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for VITAX and VRGWX.
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Drawdown Indicators
| VITAX | VRGWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -32.70% | -22.11% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -16.19% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -27.38% | -23.44% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -32.70% | -2.40% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -32.70% | -2.40% |
Current DrawdownCurrent decline from peak | -9.91% | -7.97% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -8.01% | -4.89% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.08% | 5.40% | +0.68% |
Volatility
VITAX vs. VRGWX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 8.42% compared to Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) at 6.43%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than VRGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | VRGWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.42% | 6.43% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 20.17% | 14.06% | +6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 17.52% | +6.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.03% | 21.93% | +4.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.12% | 21.29% | +3.83% |
VITAX vs. VRGWX - Expense Ratio Comparison
VITAX has a 0.09% expense ratio, which is higher than VRGWX's 0.05% 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%.
Dividends
VITAX vs. VRGWX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.38%, less than VRGWX's 0.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.38% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.49% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
Frequently Asked Questions
With a correlation of 0.91, VITAX and VRGWX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VITAX has higher volatility (8.42%) compared to VRGWX (6.43%). In terms of maximum drawdown, VITAX dropped -54.81% vs VRGWX's -32.70%.
VITAX currently has the higher Sharpe Ratio (1.31 vs 0.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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