VRGWX vs. VWUAX
Compare and contrast key facts about Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
VRGWX is managed by Vanguard. It was launched on Dec 6, 2010. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRGWX or VWUAX.
Key characteristics
| VRGWX | VWUAX | |
|---|---|---|
| YTD Return | 32.07% | 32.07% |
| 1Y Return | 39.71% | 41.66% |
| 3Y Return (Ann) | 10.41% | 3.02% |
| 5Y Return (Ann) | 19.76% | 16.81% |
| 10Y Return (Ann) | 16.72% | 14.97% |
| Sharpe Ratio | 2.50 | 2.44 |
| Sortino Ratio | 3.17 | 3.15 |
| Omega Ratio | 1.46 | 1.44 |
| Calmar Ratio | 3.23 | 1.90 |
| Martin Ratio | 12.81 | 14.32 |
| Ulcer Index | 3.31% | 3.16% |
| Daily Std Dev | 16.95% | 18.53% |
| Max Drawdown | -32.70% | -50.37% |
| Current Drawdown | -0.08% | 0.00% |
Correlation
The correlation between VRGWX and VWUAX is 0.97, 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. VWUAX - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with VRGWX at 32.07% and VWUAX at 32.07%. Over the past 10 years, VRGWX has outperformed VWUAX with an annualized return of 16.72%, while VWUAX has yielded a comparatively lower 14.97% annualized return. 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. VWUAX - Expense Ratio Comparison
VRGWX has a 0.07% expense ratio, which is lower than VWUAX's 0.28% expense ratio.
Risk-Adjusted Performance
VRGWX vs. VWUAX - 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 U.S. Growth Fund Admiral Shares (VWUAX). 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. VWUAX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.59%, more than VWUAX's 0.28% 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% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.28% | 0.37% | 0.49% | 0.08% | 0.13% | 0.47% | 0.53% | 0.40% | 0.57% | 0.65% | 0.81% | 0.53% |
Drawdowns
VRGWX vs. VWUAX - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum VWUAX drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for VRGWX and VWUAX. For additional features, visit the drawdowns tool.
Volatility
VRGWX vs. VWUAX - Volatility Comparison
Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX) have volatilities of 4.92% and 5.07%, 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.