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 managed by Vanguard. Over the past 10 years, VITAX returned 25.97%/yr vs 19.22%/yr for VRGWX. Their correlation of 0.95 suggests significant overlap in exposure. VITAX charges 0.09%/yr vs 0.07%/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 33.66% return, which is significantly higher than VRGWX's 8.59% return. Over the past 10 years, VITAX has outperformed VRGWX with an annualized return of 25.97%, while VRGWX has yielded a comparatively lower 19.22% annualized return.
VITAX
- 1D
- 1.27%
- 1M
- 19.87%
- YTD
- 33.66%
- 6M
- 32.51%
- 1Y
- 62.61%
- 3Y*
- 34.15%
- 5Y*
- 23.05%
- 10Y*
- 25.97%
VRGWX
- 1D
- -0.37%
- 1M
- 7.10%
- YTD
- 8.59%
- 6M
- 7.96%
- 1Y
- 27.42%
- 3Y*
- 25.44%
- 5Y*
- 16.84%
- 10Y*
- 19.22%
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 | 33.66% | 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 | 8.59% | 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, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 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.
| VITAX | VRGWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.32 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.00 | 1.75 | +2.25 |
| Martin ratioReturn relative to average drawdown | 12.75 | 5.89 | +6.86 |
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
| VITAX | VRGWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.18 | 1.85 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.78 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 0.91 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.90 | -0.23 |
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 | 0.00% | -0.37% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -8.02% | -4.88% | -3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 4.81% | +0.32% |
Volatility
VITAX vs. VRGWX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 6.01% compared to Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) at 3.32%. 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 | 6.01% | 3.32% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 11.60% | +4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.61% | 15.40% | +5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.39% | 21.62% | +3.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.84% | 21.16% | +3.68% |
VITAX vs. VRGWX - Expense Ratio Comparison
VITAX has a 0.09% expense ratio, which is higher than VRGWX's 0.07% 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 0.30%, less than VRGWX's 0.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.30% | 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 | 0.43% | 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 (6.01%) compared to VRGWX (3.32%). In terms of maximum drawdown, VITAX dropped -54.81% vs VRGWX's -32.70%.
VITAX currently has the higher Sharpe Ratio (3.18 vs 1.85), 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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