VRGWX vs. VOO
Compare and contrast key facts about Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard S&P 500 ETF (VOO).
VRGWX is managed by Vanguard. It was launched on Dec 6, 2010. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRGWX or VOO.
Correlation
The correlation between VRGWX and VOO 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. VOO - Performance Comparison
Key characteristics
VRGWX:
2.19
VOO:
2.30
VRGWX:
2.77
VOO:
3.05
VRGWX:
1.40
VOO:
1.43
VRGWX:
2.91
VOO:
3.39
VRGWX:
11.43
VOO:
15.10
VRGWX:
3.35%
VOO:
1.90%
VRGWX:
17.50%
VOO:
12.48%
VRGWX:
-32.70%
VOO:
-33.99%
VRGWX:
-0.54%
VOO:
-0.76%
Returns By Period
In the year-to-date period, VRGWX achieves a 38.12% return, which is significantly higher than VOO's 28.23% return. Over the past 10 years, VRGWX has outperformed VOO with an annualized return of 16.98%, while VOO has yielded a comparatively lower 13.23% annualized return.
VRGWX
38.12%
5.67%
14.55%
38.26%
19.69%
16.98%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
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VRGWX vs. VOO - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VRGWX vs. VOO - 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 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.
Dividends
VRGWX vs. VOO - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.41%, less than VOO's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.41% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% | 1.33% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VRGWX vs. VOO - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
VRGWX vs. VOO - Volatility Comparison
Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a higher volatility of 5.16% compared to Vanguard S&P 500 ETF (VOO) at 3.90%. 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.