VRVIX vs. VONG
Compare and contrast key facts about Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Russell 1000 Growth ETF (VONG).
VRVIX is managed by Vanguard. It was launched on Dec 10, 2010. 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: VRVIX or VONG.
Correlation
The correlation between VRVIX and VONG 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.
Performance
VRVIX vs. VONG - Performance Comparison
Key characteristics
VRVIX:
1.82
VONG:
1.67
VRVIX:
2.59
VONG:
2.22
VRVIX:
1.32
VONG:
1.30
VRVIX:
2.57
VONG:
2.25
VRVIX:
7.58
VONG:
8.51
VRVIX:
2.63%
VONG:
3.48%
VRVIX:
10.97%
VONG:
17.69%
VRVIX:
-38.29%
VONG:
-32.72%
VRVIX:
-2.08%
VONG:
-0.49%
Returns By Period
In the year-to-date period, VRVIX achieves a 5.11% return, which is significantly higher than VONG's 3.73% return. Over the past 10 years, VRVIX has underperformed VONG with an annualized return of 8.85%, while VONG has yielded a comparatively higher 16.59% annualized return.
VRVIX
5.11%
1.59%
7.05%
17.75%
9.48%
8.85%
VONG
3.73%
2.32%
13.46%
28.62%
17.74%
16.59%
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VRVIX vs. VONG - Expense Ratio Comparison
VRVIX has a 0.07% expense ratio, which is lower than VONG's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VRVIX vs. VONG — Risk-Adjusted Performance Rank
VRVIX
VONG
VRVIX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) 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
VRVIX vs. VONG - Dividend Comparison
VRVIX's dividend yield for the trailing twelve months is around 1.88%, more than VONG's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | 1.88% | 1.98% | 2.10% | 2.24% | 1.68% | 2.25% | 2.30% | 2.60% | 2.21% | 2.43% | 2.42% | 2.13% |
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
VRVIX vs. VONG - Drawdown Comparison
The maximum VRVIX drawdown since its inception was -38.29%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VRVIX and VONG. For additional features, visit the drawdowns tool.
Volatility
VRVIX vs. VONG - Volatility Comparison
The current volatility for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) is 2.66%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.13%. This indicates that VRVIX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.