VRGWX vs. VRTGX
VRGWX (Vanguard Russell 1000 Growth Index Fund Institutional Shares) and VRTGX (Vanguard Russell 2000 Growth Index Fund Institutional Shares) are both mutual funds - VRGWX is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Index, while VRTGX is a Small Cap Growth Equities fund managed by Vanguard. Over the past 10 years, VRGWX returned 18.55%/yr vs 11.28%/yr for VRTGX. Their correlation of 0.81 suggests significant overlap in exposure. VRGWX charges 0.05%/yr vs 0.08%/yr for VRTGX.
Performance
VRGWX vs. VRTGX - Performance Comparison
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Returns By Period
In the year-to-date period, VRGWX achieves a 5.06% return, which is significantly lower than VRTGX's 19.32% return. Over the past 10 years, VRGWX has outperformed VRTGX with an annualized return of 18.55%, while VRTGX has yielded a comparatively lower 11.28% annualized return.
VRGWX
- 1D
- 0.50%
- 1M
- 2.01%
- 6M
- 4.17%
- YTD
- 5.06%
- 1Y
- 16.52%
- 3Y*
- 22.59%
- 5Y*
- 13.89%
- 10Y*
- 18.55%
VRTGX
- 1D
- -1.13%
- 1M
- 1.30%
- 6M
- 11.87%
- YTD
- 19.32%
- 1Y
- 34.13%
- 3Y*
- 17.21%
- 5Y*
- 5.35%
- 10Y*
- 11.28%
VRGWX vs. VRTGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 5.06% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 19.32% | 12.97% | 15.26% | 18.80% | -26.30% | 2.82% | 34.81% | 28.84% | -9.21% | 22.27% |
Correlation
The correlation between VRGWX and VRTGX is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2010 | 0.81 |
The correlation between VRGWX and VRTGX shifts across timeframes, from 0.68 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VRGWX vs. VRTGX — Risk / Return Rank
VRGWX
VRTGX
VRGWX vs. VRTGX - 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 2000 Growth Index Fund Institutional Shares (VRTGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VRGWX | VRTGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | 2.18 | -1.17 |
| Martin ratioReturn relative to average drawdown | 3.19 | 7.78 | -4.58 |
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Drawdowns
VRGWX vs. VRTGX - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum VRTGX drawdown of -41.97%. Use the drawdown chart below to compare losses from any high point for VRGWX and VRTGX.
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Drawdown Indicators
| VRGWX | VRTGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.70% | -41.97% | +9.27% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -14.80% | -1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -23.44% | -28.54% | +5.10% |
Max Drawdown (5Y)Largest decline over 5 years | -32.70% | -40.48% | +7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.70% | -41.97% | +9.27% |
Current DrawdownCurrent decline from peak | -3.61% | -2.39% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -10.38% | +5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 4.14% | +0.95% |
Volatility
VRGWX vs. VRTGX - Volatility Comparison
Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) have volatilities of 6.52% and 6.34%, 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.
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Volatility by Period
| VRGWX | VRTGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 6.34% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.30% | 16.74% | -3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.61% | 22.21% | -5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.82% | 24.71% | -2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.21% | 24.52% | -3.31% |
VRGWX vs. VRTGX - Expense Ratio Comparison
VRGWX has a 0.05% expense ratio, which is lower than VRTGX'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. VRTGX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.46%, less than VRTGX's 0.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.46% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.61% | 0.57% | 0.62% | 0.85% | 0.78% | 0.54% | 0.53% | 0.90% | 0.85% | 0.75% | 1.07% | 0.84% |
Frequently Asked Questions
VRGWX and VRTGX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRGWX has higher volatility (6.52%) compared to VRTGX (6.34%). In terms of maximum drawdown, VRGWX dropped -32.70% vs VRTGX's -41.97%.
VRTGX currently has the higher Sharpe Ratio (1.45 vs 0.98), 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.
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