VRGWX vs. VOO

In the year-to-date period, VRGWX achieves a -0.29% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, VRGWX has outperformed VOO with an annualized return of 15.98%, while VOO has yielded a comparatively lower 12.81% annualized return.

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VRGWX has a 0.07% expense ratio, which is higher than VOO's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard S&P 500 ETF (VOO). 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.

The current VRGWX Sharpe Ratio is 0.70, which is comparable to the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of VRGWX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRGWX's dividend yield for the trailing twelve months is around 0.55%, less than VOO's 1.29% yield.

The maximum VRGWX drawdown since its inception was -32.70%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VRGWX and VOO.

Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a higher volatility of 5.87% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that VRGWX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.