VRTGX vs. VONG
Compare and contrast key facts about Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard Russell 1000 Growth ETF (VONG).
VRTGX is managed by Vanguard. It was launched on May 25, 2011. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTGX or VONG.
Correlation
The correlation between VRTGX and VONG is 0.80, 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
VRTGX vs. VONG - Performance Comparison
Key characteristics
VRTGX:
0.66
VONG:
1.57
VRTGX:
1.06
VONG:
2.10
VRTGX:
1.12
VONG:
1.29
VRTGX:
0.54
VONG:
2.11
VRTGX:
2.97
VONG:
7.98
VRTGX:
4.60%
VONG:
3.47%
VRTGX:
20.50%
VONG:
17.67%
VRTGX:
-41.93%
VONG:
-32.72%
VRTGX:
-8.94%
VONG:
-0.51%
Returns By Period
In the year-to-date period, VRTGX achieves a 3.04% return, which is significantly lower than VONG's 3.71% return. Over the past 10 years, VRTGX has underperformed VONG with an annualized return of 8.09%, while VONG has yielded a comparatively higher 16.57% annualized return.
VRTGX
3.04%
0.59%
7.83%
17.38%
6.83%
8.09%
VONG
3.71%
2.30%
13.04%
29.92%
18.24%
16.57%
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VRTGX vs. VONG - Expense Ratio Comparison
Both VRTGX and VONG have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VRTGX vs. VONG — Risk-Adjusted Performance Rank
VRTGX
VONG
VRTGX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard Russell 1000 Growth ETF (VONG). 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
VRTGX vs. VONG - Dividend Comparison
VRTGX's dividend yield for the trailing twelve months is around 0.60%, more than VONG's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.60% | 0.62% | 0.85% | 0.78% | 0.61% | 0.53% | 0.77% | 0.85% | 0.75% | 1.07% | 0.84% | 0.74% |
VONG Vanguard Russell 1000 Growth ETF | 0.53% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
Drawdowns
VRTGX vs. VONG - Drawdown Comparison
The maximum VRTGX drawdown since its inception was -41.93%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VRTGX and VONG. For additional features, visit the drawdowns tool.
Volatility
VRTGX vs. VONG - Volatility Comparison
Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 4.96% and 4.91%, 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.