VRGWX vs. VONG
Compare and contrast key facts about Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard Russell 1000 Growth ETF (VONG).
VRGWX is managed by Vanguard. It was launched on Dec 6, 2010. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRGWX or VONG.
Key characteristics
| VRGWX | VONG | |
|---|---|---|
| YTD Return | 32.07% | 32.07% |
| 1Y Return | 39.71% | 39.77% |
| 3Y Return (Ann) | 10.41% | 10.42% |
| 5Y Return (Ann) | 19.76% | 19.76% |
| 10Y Return (Ann) | 16.72% | 16.72% |
| Sharpe Ratio | 2.50 | 2.56 |
| Sortino Ratio | 3.17 | 3.28 |
| Omega Ratio | 1.46 | 1.47 |
| Calmar Ratio | 3.23 | 3.24 |
| Martin Ratio | 12.81 | 12.81 |
| Ulcer Index | 3.31% | 3.32% |
| Daily Std Dev | 16.95% | 16.64% |
| Max Drawdown | -32.70% | -32.72% |
| Current Drawdown | -0.08% | -0.07% |
Correlation
The correlation between VRGWX and VONG 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
VRGWX vs. VONG - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with VRGWX at 32.07% and VONG at 32.07%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: VRGWX at 16.72% and VONG at 16.72%. 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. VONG - Expense Ratio Comparison
VRGWX has a 0.07% expense ratio, which is lower than VONG'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%.
Risk-Adjusted Performance
VRGWX vs. VONG - 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 Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.59%, which matches VONG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.59% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% | 1.33% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
VRGWX vs. VONG - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, roughly equal to the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VRGWX and VONG. For additional features, visit the drawdowns tool.
Volatility
VRGWX vs. VONG - Volatility Comparison
Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 4.92% and 5.03%, 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.