VRGWX vs. VITAX
Compare and contrast key facts about Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VRGWX is managed by Vanguard. It was launched on Dec 6, 2010. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRGWX or VITAX.
Key characteristics
| VRGWX | VITAX | |
|---|---|---|
| YTD Return | 21.15% | 17.30% |
| 1Y Return | 33.21% | 33.17% |
| 3Y Return (Ann) | 9.43% | 11.46% |
| 5Y Return (Ann) | 18.73% | 22.08% |
| 10Y Return (Ann) | 15.98% | 20.11% |
| Sharpe Ratio | 1.95 | 1.61 |
| Daily Std Dev | 17.06% | 20.97% |
| Max Drawdown | -32.70% | -54.81% |
| Current Drawdown | -4.32% | -6.80% |
Correlation
The correlation between VRGWX and VITAX is 0.95, 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
VRGWX vs. VITAX - Performance Comparison
In the year-to-date period, VRGWX achieves a 21.15% return, which is significantly higher than VITAX's 17.30% return. Over the past 10 years, VRGWX has underperformed VITAX with an annualized return of 15.98%, while VITAX has yielded a comparatively higher 20.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VRGWX vs. VITAX - Expense Ratio Comparison
VRGWX has a 0.07% expense ratio, which is lower than VITAX's 0.10% 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%.
Risk-Adjusted Performance
VRGWX vs. VITAX - Risk-Adjusted Performance 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.
Dividends
VRGWX vs. VITAX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.63%, less than VITAX's 0.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.63% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% | 1.33% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.65% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
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. For additional features, visit the drawdowns tool.
Volatility
VRGWX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) is 5.77%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 7.46%. 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.