VWUSX vs. VRNIX
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VRNIX is managed by Vanguard. It was launched on Oct 15, 2010.
Performance
VWUSX vs. VRNIX - Performance Comparison
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VWUSX vs. VRNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | -15.06% | 15.39% | 31.65% | 45.17% | -39.64% | 35.76% | 58.63% | 45.61% | 0.65% | 31.11% |
VRNIX Vanguard Russell 1000 Index Fund Institutional Shares | -6.92% | 16.94% | 24.44% | 26.49% | -19.19% | 28.64% | 20.90% | 31.36% | -4.84% | 21.58% |
Returns By Period
In the year-to-date period, VWUSX achieves a -15.06% return, which is significantly lower than VRNIX's -6.92% return. Over the past 10 years, VWUSX has outperformed VRNIX with an annualized return of 16.90%, while VRNIX has yielded a comparatively lower 13.65% annualized return.
VWUSX
- 1D
- -0.27%
- 1M
- -8.83%
- YTD
- -15.06%
- 6M
- -15.49%
- 1Y
- 9.15%
- 3Y*
- 17.39%
- 5Y*
- 9.24%
- 10Y*
- 16.90%
VRNIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -6.92%
- 6M
- -4.69%
- 1Y
- 14.33%
- 3Y*
- 16.83%
- 5Y*
- 10.96%
- 10Y*
- 13.65%
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VWUSX vs. VRNIX - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VRNIX's 0.07% expense ratio.
Return for Risk
VWUSX vs. VRNIX — Risk / Return Rank
VWUSX
VRNIX
VWUSX vs. VRNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX). 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.
| VWUSX | VRNIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.82 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.27 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 1.02 | -0.72 |
Martin ratioReturn relative to average drawdown | 0.99 | 4.99 | -4.00 |
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
| VWUSX | VRNIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.82 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.64 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.75 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.79 | -0.40 |
Correlation
The correlation between VWUSX and VRNIX is 0.91, 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
VWUSX vs. VRNIX - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 11.03%, more than VRNIX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 11.03% | 9.37% | 4.60% | 0.28% | 0.37% | 30.03% | 3.90% | 11.66% | 9.65% | 4.63% | 1.52% | 8.95% |
VRNIX Vanguard Russell 1000 Index Fund Institutional Shares | 1.19% | 0.82% | 1.21% | 1.41% | 1.59% | 2.86% | 1.46% | 1.65% | 2.00% | 1.73% | 1.93% | 1.92% |
Drawdowns
VWUSX vs. VRNIX - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -73.31%, which is greater than VRNIX's maximum drawdown of -34.57%. Use the drawdown chart below to compare losses from any high point for VWUSX and VRNIX.
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Drawdown Indicators
| VWUSX | VRNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.31% | -34.57% | -38.74% |
Max Drawdown (1Y)Largest decline over 1 year | -19.15% | -12.31% | -6.84% |
Max Drawdown (5Y)Largest decline over 5 years | -42.18% | -25.14% | -17.04% |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | -34.57% | -7.61% |
Current DrawdownCurrent decline from peak | -19.15% | -8.85% | -10.30% |
Average DrawdownAverage peak-to-trough decline | -22.89% | -3.93% | -18.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 2.53% | +3.29% |
Volatility
VWUSX vs. VRNIX - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 5.77% compared to Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX) at 4.30%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VRNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWUSX | VRNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 4.30% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 9.17% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.39% | 18.29% | +5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.93% | 17.21% | +9.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.57% | 18.24% | +6.33% |