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.
Performance
VRGWX vs. VWUAX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VRGWX having a 30.52% return and VWUAX slightly higher at 30.66%. Over the past 10 years, VRGWX has outperformed VWUAX with an annualized return of 16.41%, while VWUAX has yielded a comparatively lower 14.66% annualized return.
VRGWX
30.52%
2.38%
15.04%
36.07%
19.52%
16.41%
VWUAX
30.66%
3.11%
15.58%
37.97%
16.49%
14.66%
Key characteristics
| VRGWX | VWUAX | |
|---|---|---|
| Sharpe Ratio | 2.16 | 2.08 |
| Sortino Ratio | 2.77 | 2.72 |
| Omega Ratio | 1.40 | 1.38 |
| Calmar Ratio | 2.80 | 1.69 |
| Martin Ratio | 11.05 | 12.17 |
| Ulcer Index | 3.32% | 3.18% |
| Daily Std Dev | 17.01% | 18.57% |
| Max Drawdown | -32.70% | -50.37% |
| Current Drawdown | -1.25% | -1.07% |
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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.
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.
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 0.60%, 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 | 0.60% | 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
The current volatility for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) is 5.31%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 5.66%. This indicates that VRGWX experiences smaller price fluctuations and is considered to be less risky than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.