VRGWX vs. VITAX
VRGWX (Vanguard Russell 1000 Growth Index Fund Institutional Shares) and VITAX (Vanguard Information Technology Index Fund Admiral Shares) are both mutual funds - VRGWX is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Index, while VITAX is a Technology Equities fund tracking the MSCI US Investable Market Information Technology 25/50 Index. Both are passively managed. Over the past 10 years, VRGWX returned 17.69%/yr vs 23.98%/yr for VITAX. Their correlation of 0.95 means they have usually moved in the same direction. VRGWX charges 0.05%/yr vs 0.09%/yr for VITAX.
Performance
VRGWX vs. VITAX - Performance Comparison
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Returns By Period
In the year-to-date period, VRGWX achieves a -0.51% return, which is significantly lower than VITAX's 20.86% return. Over the past 10 years, VRGWX has underperformed VITAX with an annualized return of 17.69%, while VITAX has yielded a comparatively higher 23.98% annualized return.
VRGWX
- 1D
- 2.96%
- 1M
- -3.22%
- 6M
- 1.02%
- YTD
- -0.51%
- 1Y
- 9.23%
- 3Y*
- 18.85%
- 5Y*
- 12.46%
- 10Y*
- 17.69%
- ALL TIME*
- 16.56%
VITAX
- 1D
- 5.05%
- 1M
- -1.00%
- 6M
- 21.80%
- YTD
- 20.86%
- 1Y
- 35.33%
- 3Y*
- 26.67%
- 5Y*
- 17.91%
- 10Y*
- 23.98%
- ALL TIME*
- 14.80%
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 |
VRGWX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | -0.51% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 20.86% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Correlation
The correlation between VRGWX and VITAX 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 VRGWX and VITAX has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
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Return for Risk
VRGWX vs. VITAX — Risk / Return Rank
VRGWX
VITAX
VRGWX vs. VITAX - 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 Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.
| VRGWX | VITAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.22 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.93 | -1.48 |
| Martin ratioReturn relative to average drawdown | 1.34 | 5.21 | -3.87 |
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Drawdowns
VRGWX vs. VITAX - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VRGWX and VITAX.
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Drawdown Indicators
| VRGWX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.70% | -54.81% | +22.11% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -16.38% | +0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -23.44% | -27.38% | +3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -32.70% | -35.10% | +2.40% |
Max Drawdown (10Y)Largest decline over 10 years | -32.70% | -35.10% | +2.40% |
Current DrawdownCurrent decline from peak | -8.72% | -9.58% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -8.01% | +3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 6.05% | -0.67% |
Volatility
VRGWX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) is 6.40%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 8.62%. This indicates that VRGWX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRGWX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 8.62% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.06% | 20.26% | -6.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 24.34% | -6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.94% | 26.04% | -4.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.29% | 25.12% | -3.83% |
VRGWX vs. VITAX - Expense Ratio Comparison
VRGWX has a 0.05% expense ratio, which is lower than VITAX's 0.09% 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%.
Dividends
VRGWX vs. VITAX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.49%, more than VITAX's 0.38% 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, VRGWX and VITAX 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 (8.62%) compared to VRGWX (6.40%). In terms of maximum drawdown, VRGWX dropped -32.70% vs VITAX's -54.81%.
VITAX currently has the higher Sharpe Ratio (1.30 vs 0.41), 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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