VRVIX vs. VRGWX
Compare and contrast key facts about Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX).
VRVIX is managed by Vanguard. It was launched on Dec 10, 2010. VRGWX is managed by Vanguard. It was launched on Dec 6, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRVIX or VRGWX.
Correlation
The correlation between VRVIX and VRGWX is 0.77, 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. VRGWX - Performance Comparison
Key characteristics
VRVIX:
1.70
VRGWX:
1.57
VRVIX:
2.42
VRGWX:
2.10
VRVIX:
1.30
VRGWX:
1.29
VRVIX:
2.38
VRGWX:
2.12
VRVIX:
7.02
VRGWX:
7.98
VRVIX:
2.63%
VRGWX:
3.49%
VRVIX:
10.91%
VRGWX:
17.80%
VRVIX:
-38.29%
VRGWX:
-32.70%
VRVIX:
-1.18%
VRGWX:
-0.45%
Returns By Period
In the year-to-date period, VRVIX achieves a 6.07% return, which is significantly higher than VRGWX's 3.74% return. Over the past 10 years, VRVIX has underperformed VRGWX with an annualized return of 8.94%, while VRGWX has yielded a comparatively higher 16.63% annualized return.
VRVIX
6.07%
2.53%
7.91%
18.98%
9.79%
8.94%
VRGWX
3.74%
2.36%
13.04%
30.00%
18.32%
16.63%
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VRVIX vs. VRGWX - Expense Ratio Comparison
Both VRVIX and VRGWX have an expense ratio of 0.07%, 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
VRVIX vs. VRGWX — Risk-Adjusted Performance Rank
VRVIX
VRGWX
VRVIX vs. VRGWX - 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 Index Fund Institutional Shares (VRGWX). 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. VRGWX - Dividend Comparison
VRVIX's dividend yield for the trailing twelve months is around 1.86%, more than VRGWX's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | 1.86% | 1.98% | 2.10% | 2.24% | 1.68% | 2.25% | 2.30% | 2.60% | 2.21% | 2.43% | 2.42% | 2.13% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.54% | 0.56% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% |
Drawdowns
VRVIX vs. VRGWX - Drawdown Comparison
The maximum VRVIX drawdown since its inception was -38.29%, which is greater than VRGWX's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for VRVIX and VRGWX. For additional features, visit the drawdowns tool.
Volatility
VRVIX vs. VRGWX - Volatility Comparison
The current volatility for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) is 2.60%, while Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a volatility of 5.01%. This indicates that VRVIX experiences smaller price fluctuations and is considered to be less risky than VRGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.