VTHR vs. VONG
Compare and contrast key facts about Vanguard Russell 3000 ETF (VTHR) and Vanguard Russell 1000 Growth ETF (VONG).
VTHR and VONG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VTHR is a passively managed fund by Vanguard that tracks the performance of the Russell 3000 Index. It was launched on Sep 20, 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. Both VTHR and VONG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTHR or VONG.
Key characteristics
| VTHR | VONG | |
|---|---|---|
| YTD Return | 26.07% | 32.07% |
| 1Y Return | 35.28% | 39.77% |
| 3Y Return (Ann) | 8.82% | 10.42% |
| 5Y Return (Ann) | 15.16% | 19.76% |
| 10Y Return (Ann) | 12.83% | 16.72% |
| Sharpe Ratio | 3.03 | 2.56 |
| Sortino Ratio | 4.04 | 3.28 |
| Omega Ratio | 1.56 | 1.47 |
| Calmar Ratio | 4.45 | 3.24 |
| Martin Ratio | 19.85 | 12.81 |
| Ulcer Index | 1.93% | 3.32% |
| Daily Std Dev | 12.65% | 16.64% |
| Max Drawdown | -34.61% | -32.72% |
| Current Drawdown | -0.40% | -0.07% |
Correlation
The correlation between VTHR and VONG is 0.89, 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
VTHR vs. VONG - Performance Comparison
In the year-to-date period, VTHR achieves a 26.07% return, which is significantly lower than VONG's 32.07% return. Over the past 10 years, VTHR has underperformed VONG with an annualized return of 12.83%, while VONG has yielded a comparatively higher 16.72% 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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VTHR vs. VONG - Expense Ratio Comparison
VTHR has a 0.10% expense ratio, which is higher than VONG's 0.08% expense ratio. However, 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
VTHR vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 ETF (VTHR) 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
VTHR vs. VONG - Dividend Comparison
VTHR's dividend yield for the trailing twelve months is around 1.18%, more than VONG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTHR Vanguard Russell 3000 ETF | 1.18% | 1.47% | 1.52% | 1.16% | 1.37% | 1.65% | 1.89% | 1.63% | 1.82% | 1.84% | 1.66% | 1.57% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
VTHR vs. VONG - Drawdown Comparison
The maximum VTHR drawdown since its inception was -34.61%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VTHR and VONG. For additional features, visit the drawdowns tool.
Volatility
VTHR vs. VONG - Volatility Comparison
The current volatility for Vanguard Russell 3000 ETF (VTHR) is 3.97%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.03%. This indicates that VTHR 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.