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VRGWX vs. VONE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VRGWX vs. VONE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard Russell 1000 ETF (VONE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VRGWX achieves a 8.59% return, which is significantly lower than VONE's 10.56% return. Over the past 10 years, VRGWX has outperformed VONE with an annualized return of 19.22%, while VONE has yielded a comparatively lower 15.25% annualized return.


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%

VONE

1D
-0.70%
1M
4.95%
YTD
10.56%
6M
10.53%
1Y
27.04%
3Y*
22.12%
5Y*
13.08%
10Y*
15.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VRGWX vs. VONE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VONE
Vanguard Russell 1000 ETF
10.56%17.21%24.51%26.41%-19.14%26.49%20.95%31.12%-4.84%21.55%

Correlation

The correlation between VRGWX and VONE is 0.92, 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

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2010

0.94

The correlation between VRGWX and VONE has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.

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Return for Risk

VRGWX vs. VONE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VRGWX
VRGWX Risk / Return Rank: 3232
Overall Rank
VRGWX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
VRGWX Sortino Ratio Rank: 3636
Sortino Ratio Rank
VRGWX Omega Ratio Rank: 3636
Omega Ratio Rank
VRGWX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VRGWX Martin Ratio Rank: 2323
Martin Ratio Rank

VONE
VONE Risk / Return Rank: 6767
Overall Rank
VONE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
VONE Sortino Ratio Rank: 6666
Sortino Ratio Rank
VONE Omega Ratio Rank: 6666
Omega Ratio Rank
VONE Calmar Ratio Rank: 6161
Calmar Ratio Rank
VONE Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VRGWX vs. VONE - 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 Russell 1000 ETF (VONE). 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.


VRGWXVONEDifference
Sharpe ratioReturn per unit of total volatility

-0.43

Sortino ratioReturn per unit of downside risk

-0.63

Omega ratioGain probability vs. loss probability

1.32

1.41

-0.09

Calmar ratioReturn relative to maximum drawdown

1.75

3.07

-1.31

Martin ratioReturn relative to average drawdown

5.89

14.15

-8.26

VRGWX vs. VONE - Sharpe Ratio Comparison

The current VRGWX Sharpe Ratio is 1.85, which is comparable to the VONE Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of VRGWX and VONE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VRGWXVONEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.85

2.27

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.77

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.91

0.84

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.85

+0.05

Drawdowns

VRGWX vs. VONE - Drawdown Comparison

The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum VONE drawdown of -34.66%. Use the drawdown chart below to compare losses from any high point for VRGWX and VONE.


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Drawdown Indicators


VRGWXVONEDifference

Max Drawdown

Largest peak-to-trough decline

-32.70%

-34.66%

+1.96%

Max Drawdown (1Y)

Largest decline over 1 year

-16.19%

-8.85%

-7.34%

Max Drawdown (3Y)

Largest decline over 3 years

-23.44%

-19.06%

-4.38%

Max Drawdown (5Y)

Largest decline over 5 years

-32.70%

-25.12%

-7.58%

Max Drawdown (10Y)

Largest decline over 10 years

-32.70%

-34.66%

+1.96%

Current Drawdown

Current decline from peak

-0.37%

-0.70%

+0.33%

Average Drawdown

Average peak-to-trough decline

-4.88%

-3.91%

-0.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.81%

1.92%

+2.89%

Volatility

VRGWX vs. VONE - Volatility Comparison

Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a higher volatility of 3.32% compared to Vanguard Russell 1000 ETF (VONE) at 2.82%. This indicates that VRGWX's price experiences larger fluctuations and is considered to be riskier than VONE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VRGWXVONEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.32%

2.82%

+0.50%

Volatility (6M)

Calculated over the trailing 6-month period

11.60%

8.99%

+2.61%

Volatility (1Y)

Calculated over the trailing 1-year period

15.40%

11.97%

+3.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.62%

17.08%

+4.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.16%

18.25%

+2.91%

VRGWX vs. VONE - Expense Ratio Comparison

VRGWX has a 0.07% expense ratio, which is lower than VONE's 0.08% 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. VONE - Dividend Comparison

VRGWX's dividend yield for the trailing twelve months is around 0.43%, less than VONE's 0.99% yield.


PositionTTM20252024202320222021202020192018201720162015
VONE
Vanguard Russell 1000 ETF
0.99%1.07%1.20%1.40%1.59%1.16%1.45%1.65%1.96%1.69%1.89%1.89%
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 0.92, VRGWX and VONE 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.

VRGWX has higher volatility (3.32%) compared to VONE (2.82%). In terms of maximum drawdown, VRGWX dropped -32.70% vs VONE's -34.66%.

VONE currently has the higher Sharpe Ratio (2.27 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.

Portfolio Optimizer

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