VRGWX vs. VRVIX
Compare and contrast key facts about Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX).
VRGWX is managed by Vanguard. It was launched on Dec 6, 2010. VRVIX is managed by Vanguard. It was launched on Dec 10, 2010.
Performance
VRGWX vs. VRVIX - Performance Comparison
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VRGWX vs. VRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | -13.05% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | -0.03% | 15.31% | 14.32% | 11.41% | -7.64% | 25.09% | 2.75% | 26.49% | -8.30% | 13.58% |
Returns By Period
In the year-to-date period, VRGWX achieves a -13.05% return, which is significantly lower than VRVIX's -0.03% return. Over the past 10 years, VRGWX has outperformed VRVIX with an annualized return of 16.66%, while VRVIX has yielded a comparatively lower 10.18% annualized return.
VRGWX
- 1D
- -0.44%
- 1M
- -8.65%
- YTD
- -13.05%
- 6M
- -12.09%
- 1Y
- 14.45%
- 3Y*
- 19.59%
- 5Y*
- 12.69%
- 10Y*
- 16.66%
VRVIX
- 1D
- -0.34%
- 1M
- -6.80%
- YTD
- -0.03%
- 6M
- 3.76%
- 1Y
- 13.42%
- 3Y*
- 13.29%
- 5Y*
- 8.81%
- 10Y*
- 10.18%
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VRGWX vs. VRVIX - Expense Ratio Comparison
Both VRGWX and VRVIX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VRGWX vs. VRVIX — Risk / Return Rank
VRGWX
VRVIX
VRGWX vs. VRVIX - 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 Value Index Fund Institutional Shares (VRVIX). 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.
| VRGWX | VRVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.93 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.36 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.10 | -0.38 |
Martin ratioReturn relative to average drawdown | 2.50 | 5.21 | -2.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VRGWX | VRVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.93 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.60 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.59 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.66 | +0.17 |
Correlation
The correlation between VRGWX and VRVIX is 0.76, 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.
Dividends
VRGWX vs. VRVIX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.54%, less than VRVIX's 1.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.54% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | 1.87% | 1.41% | 1.98% | 2.10% | 2.24% | 1.69% | 2.25% | 2.30% | 2.60% | 2.21% | 2.43% | 2.42% |
Drawdowns
VRGWX vs. VRVIX - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum VRVIX drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for VRGWX and VRVIX.
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Drawdown Indicators
| VRGWX | VRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.70% | -38.29% | +5.59% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -11.81% | -4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -32.70% | -19.06% | -13.64% |
Max Drawdown (10Y)Largest decline over 10 years | -32.70% | -38.29% | +5.59% |
Current DrawdownCurrent decline from peak | -16.19% | -6.80% | -9.39% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -3.95% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 2.49% | +2.14% |
Volatility
VRGWX vs. VRVIX - Volatility Comparison
Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a higher volatility of 5.35% compared to Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) at 3.68%. This indicates that VRGWX's price experiences larger fluctuations and is considered to be riskier than VRVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRGWX | VRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 3.68% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | 8.05% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.31% | 15.64% | +6.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 14.80% | +6.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.08% | 17.33% | +3.75% |