VRVIX vs. VWELX
Compare and contrast key facts about Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Wellington Fund Investor Shares (VWELX).
VRVIX is managed by Vanguard. It was launched on Dec 10, 2010. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
VRVIX vs. VWELX - Performance Comparison
Loading graphics...
VRVIX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | -0.03% | 15.31% | 14.32% | 11.41% | -7.64% | 25.09% | 2.75% | 26.49% | -8.30% | 13.58% |
VWELX Vanguard Wellington Fund Investor Shares | -5.26% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, VRVIX achieves a -0.03% return, which is significantly higher than VWELX's -5.26% return. Over the past 10 years, VRVIX has outperformed VWELX with an annualized return of 10.18%, while VWELX has yielded a comparatively lower 9.10% annualized return.
VRVIX
- 1D
- -0.34%
- 1M
- -6.80%
- YTD
- -0.03%
- 6M
- 3.76%
- 1Y
- 13.42%
- 3Y*
- 13.29%
- 5Y*
- 8.81%
- 10Y*
- 10.18%
VWELX
- 1D
- -0.02%
- 1M
- -5.91%
- YTD
- -5.26%
- 6M
- -2.21%
- 1Y
- 12.29%
- 3Y*
- 11.90%
- 5Y*
- 7.34%
- 10Y*
- 9.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VRVIX vs. VWELX - Expense Ratio Comparison
VRVIX has a 0.07% expense ratio, which is lower than VWELX's 0.24% 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%.
Return for Risk
VRVIX vs. VWELX — Risk / Return Rank
VRVIX
VWELX
VRVIX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Wellington Fund Investor Shares (VWELX). 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.
| VRVIX | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.10 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.61 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.45 | -0.35 |
Martin ratioReturn relative to average drawdown | 5.21 | 6.63 | -1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VRVIX | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.10 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.67 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.80 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.82 | -0.16 |
Correlation
The correlation between VRVIX and VWELX is 0.90, 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.
Dividends
VRVIX vs. VWELX - Dividend Comparison
VRVIX's dividend yield for the trailing twelve months is around 1.87%, less than VWELX's 12.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | 1.87% | 1.41% | 1.98% | 2.10% | 2.24% | 1.69% | 2.25% | 2.30% | 2.60% | 2.21% | 2.43% | 2.42% |
VWELX Vanguard Wellington Fund Investor Shares | 12.16% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
VRVIX vs. VWELX - Drawdown Comparison
The maximum VRVIX drawdown since its inception was -38.29%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VRVIX and VWELX.
Loading graphics...
Drawdown Indicators
| VRVIX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.29% | -36.12% | -2.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -8.03% | -3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -19.06% | -20.88% | +1.82% |
Max Drawdown (10Y)Largest decline over 10 years | -38.29% | -25.33% | -12.96% |
Current DrawdownCurrent decline from peak | -6.80% | -6.78% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -3.93% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.75% | +0.74% |
Volatility
VRVIX vs. VWELX - Volatility Comparison
Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) has a higher volatility of 3.68% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 3.37%. This indicates that VRVIX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VRVIX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 3.37% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 6.36% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 11.74% | +3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 11.08% | +3.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.33% | 11.48% | +5.85% |