VWUAX vs. IWF
Compare and contrast key facts about Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and iShares Russell 1000 Growth ETF (IWF).
VWUAX is managed by Vanguard. It was launched on Aug 13, 2001. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Performance
VWUAX vs. IWF - Performance Comparison
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VWUAX vs. IWF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWUAX Vanguard U.S. Growth Fund Admiral Shares | -11.80% | 15.49% | 31.79% | 45.32% | -39.58% | 2.43% | 58.80% | 48.42% | 0.77% | 31.26% |
IWF iShares Russell 1000 Growth ETF | -9.05% | 18.33% | 33.12% | 42.59% | -29.31% | 27.43% | 38.25% | 35.86% | -1.67% | 29.95% |
Returns By Period
In the year-to-date period, VWUAX achieves a -11.80% return, which is significantly lower than IWF's -9.05% return. Over the past 10 years, VWUAX has underperformed IWF with an annualized return of 14.40%, while IWF has yielded a comparatively higher 16.63% annualized return.
VWUAX
- 1D
- 3.81%
- 1M
- -5.57%
- YTD
- -11.80%
- 6M
- -12.33%
- 1Y
- 12.43%
- 3Y*
- 18.98%
- 5Y*
- 3.70%
- 10Y*
- 14.40%
IWF
- 1D
- 0.87%
- 1M
- -4.65%
- YTD
- -9.05%
- 6M
- -8.54%
- 1Y
- 18.65%
- 3Y*
- 21.36%
- 5Y*
- 12.41%
- 10Y*
- 16.63%
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VWUAX vs. IWF - Expense Ratio Comparison
VWUAX has a 0.28% expense ratio, which is higher than IWF's 0.19% expense ratio.
Return for Risk
VWUAX vs. IWF — Risk / Return Rank
VWUAX
IWF
VWUAX vs. IWF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and iShares Russell 1000 Growth ETF (IWF). 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.
| VWUAX | IWF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.84 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.35 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.20 | -0.52 |
Martin ratioReturn relative to average drawdown | 2.22 | 4.08 | -1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWUAX | IWF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.84 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.58 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.80 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.37 | +0.02 |
Correlation
The correlation between VWUAX and IWF is 0.96, 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
VWUAX vs. IWF - Dividend Comparison
VWUAX's dividend yield for the trailing twelve months is around 10.77%, more than IWF's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 10.77% | 9.50% | 4.70% | 0.37% | 0.49% | 3.60% | 4.00% | 13.28% | 9.80% | 4.63% | 1.67% | 9.10% |
IWF iShares Russell 1000 Growth ETF | 0.39% | 0.36% | 0.46% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% |
Drawdowns
VWUAX vs. IWF - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -50.37%, smaller than the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for VWUAX and IWF.
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Drawdown Indicators
| VWUAX | IWF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.37% | -64.25% | +13.88% |
Max Drawdown (1Y)Largest decline over 1 year | -19.12% | -16.27% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -50.17% | -32.72% | -17.45% |
Max Drawdown (10Y)Largest decline over 10 years | -50.17% | -32.72% | -17.45% |
Current DrawdownCurrent decline from peak | -16.04% | -12.36% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -22.21% | +9.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.90% | 4.80% | +1.10% |
Volatility
VWUAX vs. IWF - Volatility Comparison
Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and iShares Russell 1000 Growth ETF (IWF) have volatilities of 7.12% and 6.82%, 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.
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Volatility by Period
| VWUAX | IWF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 6.82% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 12.39% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.65% | 22.41% | +1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.05% | 21.41% | +3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 20.92% | +2.75% |