VONG vs. VRGWX
Compare and contrast key facts about Vanguard Russell 1000 Growth ETF (VONG) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX).
VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010. VRGWX is managed by Vanguard. It was launched on Dec 6, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VONG or VRGWX.
Correlation
The correlation between VONG and VRGWX is 0.98, 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
VONG vs. VRGWX - Performance Comparison
Key characteristics
VONG:
0.45
VRGWX:
0.45
VONG:
0.79
VRGWX:
0.78
VONG:
1.11
VRGWX:
1.11
VONG:
0.48
VRGWX:
0.48
VONG:
1.71
VRGWX:
1.72
VONG:
6.50%
VRGWX:
6.49%
VONG:
24.73%
VRGWX:
25.13%
VONG:
-32.72%
VRGWX:
-32.70%
VONG:
-16.37%
VRGWX:
-16.30%
Returns By Period
The year-to-date returns for both investments are quite close, with VONG having a -12.83% return and VRGWX slightly higher at -12.77%. Both investments have delivered pretty close results over the past 10 years, with VONG having a 14.38% annualized return and VRGWX not far ahead at 14.41%.
VONG
-12.83%
-7.58%
-7.48%
8.40%
16.68%
14.38%
VRGWX
-12.77%
-7.61%
-7.41%
8.50%
16.71%
14.41%
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VONG vs. VRGWX - Expense Ratio Comparison
VONG has a 0.08% 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%.
Risk-Adjusted Performance
VONG vs. VRGWX — Risk-Adjusted Performance Rank
VONG
VRGWX
VONG vs. VRGWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Growth ETF (VONG) 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.
Dividends
VONG vs. VRGWX - Dividend Comparison
VONG's dividend yield for the trailing twelve months is around 0.62%, less than VRGWX's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VONG Vanguard Russell 1000 Growth ETF | 0.62% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.63% | 0.56% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% |
Drawdowns
VONG vs. VRGWX - Drawdown Comparison
The maximum VONG drawdown since its inception was -32.72%, roughly equal to the maximum VRGWX drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for VONG and VRGWX. For additional features, visit the drawdowns tool.
Volatility
VONG vs. VRGWX - Volatility Comparison
Vanguard Russell 1000 Growth ETF (VONG) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) have volatilities of 16.38% and 16.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.