VRNIX vs. VWUSX
Compare and contrast key facts about Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
VRNIX is managed by Vanguard. It was launched on Oct 15, 2010. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRNIX or VWUSX.
Key characteristics
| VRNIX | VWUSX | |
|---|---|---|
| YTD Return | 26.59% | 31.96% |
| 1Y Return | 35.31% | 41.53% |
| 3Y Return (Ann) | 9.33% | 2.93% |
| 5Y Return (Ann) | 15.50% | 16.78% |
| 10Y Return (Ann) | 13.14% | 14.88% |
| Sharpe Ratio | 3.07 | 2.44 |
| Sortino Ratio | 4.09 | 3.14 |
| Omega Ratio | 1.58 | 1.44 |
| Calmar Ratio | 4.49 | 1.88 |
| Martin Ratio | 20.11 | 14.25 |
| Ulcer Index | 1.90% | 3.17% |
| Daily Std Dev | 12.43% | 18.52% |
| Max Drawdown | -34.57% | -71.26% |
| Current Drawdown | -0.32% | 0.00% |
Correlation
The correlation between VRNIX and VWUSX is 0.91, 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
VRNIX vs. VWUSX - Performance Comparison
In the year-to-date period, VRNIX achieves a 26.59% return, which is significantly lower than VWUSX's 31.96% return. Over the past 10 years, VRNIX has underperformed VWUSX with an annualized return of 13.14%, while VWUSX has yielded a comparatively higher 14.88% 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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VRNIX vs. VWUSX - Expense Ratio Comparison
VRNIX has a 0.07% expense ratio, which is lower than VWUSX's 0.38% expense ratio.
Risk-Adjusted Performance
VRNIX vs. VWUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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
VRNIX vs. VWUSX - Dividend Comparison
VRNIX's dividend yield for the trailing twelve months is around 1.21%, more than VWUSX's 0.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRNIX Vanguard Russell 1000 Index Fund Institutional Shares | 1.21% | 1.41% | 1.59% | 1.16% | 1.46% | 1.65% | 2.00% | 1.73% | 1.93% | 1.92% | 1.74% | 1.69% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.21% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
Drawdowns
VRNIX vs. VWUSX - Drawdown Comparison
The maximum VRNIX drawdown since its inception was -34.57%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for VRNIX and VWUSX. For additional features, visit the drawdowns tool.
Volatility
VRNIX vs. VWUSX - Volatility Comparison
The current volatility for Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX) is 3.82%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 5.08%. This indicates that VRNIX experiences smaller price fluctuations and is considered to be less risky than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.