VRGWX vs. SWLGX
Compare and contrast key facts about Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
VRGWX is managed by Vanguard. It was launched on Dec 6, 2010. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
VRGWX vs. SWLGX - Performance Comparison
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VRGWX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | -13.05% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | -0.61% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -9.81% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, VRGWX achieves a -13.05% return, which is significantly lower than SWLGX's -9.81% return.
VRGWX
- 1D
- -0.44%
- 1M
- -8.65%
- YTD
- -13.05%
- 6M
- -12.09%
- 1Y
- 14.45%
- 3Y*
- 19.59%
- 5Y*
- 12.69%
- 10Y*
- 16.66%
SWLGX
- 1D
- 3.74%
- 1M
- -5.56%
- YTD
- -9.81%
- 6M
- -9.30%
- 1Y
- 17.72%
- 3Y*
- 21.15%
- 5Y*
- 12.37%
- 10Y*
- —
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VRGWX vs. SWLGX - Expense Ratio Comparison
VRGWX has a 0.07% expense ratio, which is higher than SWLGX's 0.04% 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%.
Return for Risk
VRGWX vs. SWLGX — Risk / Return Rank
VRGWX
SWLGX
VRGWX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| VRGWX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.83 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.35 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.17 | -0.45 |
Martin ratioReturn relative to average drawdown | 2.50 | 4.02 | -1.52 |
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
| VRGWX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.83 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.58 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.70 | +0.13 |
Correlation
The correlation between VRGWX and SWLGX is 1.00, 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.
Dividends
VRGWX vs. SWLGX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.54%, more than SWLGX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.54% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
VRGWX vs. SWLGX - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, roughly equal to the maximum SWLGX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for VRGWX and SWLGX.
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Drawdown Indicators
| VRGWX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.70% | -32.69% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -16.16% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -32.70% | -32.69% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -32.70% | — | — |
Current DrawdownCurrent decline from peak | -16.19% | -13.03% | -3.16% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -7.13% | +2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 4.69% | -0.06% |
Volatility
VRGWX vs. SWLGX - Volatility Comparison
The current volatility for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) is 5.35%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 6.73%. This indicates that VRGWX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRGWX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.73% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | 12.40% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.31% | 22.57% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 21.52% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.08% | 22.81% | -1.73% |