VONG vs IWR
Comparison between VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES (VONG, ETF) and ISHARES RUSSELL MID-CAP ETF (IWR, ETF).
5-Year PerformanceVONG has outperformed IWR, delivering a return of +12.6% compared to +8.3%
VONG vs IWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VONG
$53B
Winner
IWR
$57B
Expense Ratio
Winner
VONG
0.06%
IWR
0.18%
Max Drawdown
Winner
VONG
33.16%
IWR
59.73%
Sharpe Ratio
VONG
0.60
Winner
IWR
1.20
5Y Beta
VONG
1.21
Winner
IWR
0.90
P/E Ratio
VONG
34.28
Winner
IWR
27.07
Forward P/E
VONG
21.67
Winner
IWR
18.18
5Y Dividends CAGR
VONG
9.51%
Winner
IWR
9.85%
5Y EPS CAGR
Winner
VONG
40.59%
IWR
12.23%
Debt to Equity
Winner
VONG
67.23%
IWR
117.11%
P/S Ratio
VONG
7.84
Winner
IWR
1.79
P/B Ratio
VONG
13.00
Winner
IWR
3.22
VONG vs IWR - Holdings Comparison
VONG and IWR have 257 common holdings. Overlap is 9.27%
VONG's top 25 holdings weight is 69.68%. IWR's top 25 holdings weight is 12.32%.
| Rank | VONG | IWR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.78% | MARATHON PETROLEUM CORP (MPC) - 0.69% |
| #2 | APPLE INC (AAPL) - 6.69% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.66% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.15% | CLOUDFLARE INC (NET) - 0.63% |
| #4 | BROADCOM INC (AVGO) - 5.19% | PHILLIPS 66 (PSX) - 0.62% |
| #5 | ALPHABET INC CLASS C (GOOG) - 4.96% | DATADOG INC CLASS A (DDOG) - 0.61% |
| #6 | MICROSOFT CORP (MSFT) - 4.09% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.60% |
| #7 | MICRON TECHNOLOGY INC (MU) - 3.84% | ROYAL CARIBBEAN GROUP (RCL) - 0.53% |
| #8 | TESLA INC (TSLA) - 3.63% | SIMON PROPERTY GROUP INC (SPG) - 0.53% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.99% | ALLSTATE CORP (ALL) - 0.47% |
| #10 | ELI LILLY AND CO (LLY) - 2.83% | DIGITAL REALTY TRUST INC (DLR) - 0.47% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.79% | KINDER MORGAN INC CLASS P (KMI) - 0.46% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.69% | UNITED RENTALS INC (URI) - 0.46% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.60% | COMFORT SYSTEMS USA INC (FIX) - 0.45% |
| #14 | VISA INC CLASS A (V) - 1.58% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.45% |
| #15 | CATERPILLAR INC (CAT) - 1.43% | n/a (WBD) - 0.45% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.23% | REALTY INCOME CORP (O) - 0.44% |
| #17 | KLA CORP (KLAC) - 1.17% | W.W. GRAINGER INC (GWW) - 0.43% |
| #18 | GE AEROSPACE (GE) - 1.14% | TARGA RESOURCES CORP (TRGP) - 0.43% |
| #19 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.98% | CORTEVA INC (CTVA) - 0.43% |
| #20 | GE VERNOVA INC (GEV) - 0.93% | TERADYNE INC (TER) - 0.43% |
| #21 | CIENA CORP (CIEN) - 0.20% | LUMENTUM HOLDINGS INC (LITE) - 0.43% |
| #22 | US DOLLAR (n/a) - 0.20% | ONEOK INC (OKE) - 0.42% |
| #23 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.20% | COHERENT CORP (COHR) - 0.41% |
| #24 | COMFORT SYSTEMS USA INC (FIX) - 0.20% | CENCORA INC (COR) - 0.41% |
| #25 | STARBUCKS CORP (SBUX) - 0.19% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.41% |
| Total Holdings | 335 | 808 |
VONG vs IWR - Historical Returns
Returns include dividend reinvestment.
1M
VONG
+0.47%
Winner
IWR
+1.05%
3M
VONG
+1.02%
Winner
IWR
+5.61%
6M
VONG
+8.51%
Winner
IWR
+10.40%
1Y
VONG
+12.13%
Winner
IWR
+21.41%
5Y(CAGR)
Winner
VONG
+12.57%
IWR
+8.29%
10Y(CAGR)
Winner
VONG
+17.82%
IWR
+11.49%
Max(CAGR)
Winner
VONG
+16.74%
IWR
+10.03%
VONG vs IWR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | VONG | IWR |
|---|---|---|
| 2026 | +4.98% | +15.46% |
| 2025 | +18.63% | +10.50% |
| 2024 | +35.23% | +15.85% |
| 2023 | +43.77% | +17.57% |
| 2022 | -29.70% | -17.15% |
| 2021 | +29.31% | +24.43% |
| 2020 | +36.41% | +16.54% |
| 2019 | +36.29% | +30.71% |
| 2018 | -2.43% | -9.72% |
| 2017 | +29.13% | +17.37% |
| 2016 | +8.90% | +15.08% |
| 2015 | +5.56% | -2.62% |
| 2014 | +13.84% | +14.16% |
| 2013 | +30.09% | +31.20% |
| 2012 | +13.55% | +15.74% |
| 2011 | +1.35% | -2.81% |
| 2010 | +13.43% | +23.51% |
| 2009 | N/A | +35.99% |
| 2008 | N/A | -40.68% |
| 2007 | N/A | +4.90% |
| 2006 | N/A | +13.43% |
| 2005 | N/A | +14.09% |
| 2004 | N/A | +20.21% |
| 2003 | N/A | +35.79% |
| 2002 | N/A | -15.46% |
| 2001 | N/A | +0.35% |
VONG vs IWR Drawdown Comparison
The maximum drawdown for VONG was -32.72%, occurring on Oct 14, 2022. Recovery took 503 trading sessions.
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The current VONG drawdown is -3.92%. The current IWR drawdown is -1.03%.
| Rank | VONG | IWR |
|---|---|---|
| #1 | -32.72% Dec 27, 2021 - Dec 27, 2023 | -58.78% Jul 13, 2007 - Feb 7, 2011 |
| #2 | -31.71% Feb 19, 2020 - Jun 8, 2020 | -40.59% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -23.27% Dec 16, 2024 - Jun 26, 2025 | -32.26% Mar 19, 2002 - Sep 2, 2003 |
| #4 | -22.01% Oct 1, 2018 - Apr 12, 2019 | -26.17% Nov 16, 2021 - Mar 20, 2024 |
| #5 | -18.00% Jul 7, 2011 - Feb 3, 2012 | -24.17% Jul 7, 2011 - Mar 15, 2012 |
| #6 | -16.23% Oct 29, 2025 - May 7, 2026 | -21.21% Aug 29, 2018 - Apr 8, 2019 |
| #7 | -13.80% Jul 20, 2015 - Jul 8, 2016 | -21.09% Nov 25, 2024 - Jul 23, 2025 |
| #8 | -13.12% Jul 10, 2024 - Oct 14, 2024 | -20.33% Aug 2, 2001 - Jan 4, 2002 |
| #9 | -11.34% Sep 2, 2020 - Dec 1, 2020 | -19.42% Apr 23, 2015 - Jul 12, 2016 |
| #10 | -11.28% Jun 1, 2026 - Jul 29, 2026 | -10.82% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -10.21% Apr 2, 2012 - Sep 6, 2012 | -10.11% May 5, 2006 - Oct 16, 2006 |
| #12 | -9.80% Jan 26, 2018 - Jun 5, 2018 | -9.68% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -9.74% Feb 12, 2021 - Apr 8, 2021 | -9.33% Sep 5, 2014 - Nov 7, 2014 |
| #14 | -7.97% Sep 19, 2012 - Jan 11, 2013 | -8.91% Apr 5, 2004 - Oct 1, 2004 |
| #15 | -7.93% Apr 29, 2019 - Jun 20, 2019 | -8.17% Feb 26, 2026 - Apr 17, 2026 |
Correlation
Correlation between VONG and IWR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
VONG vs IWR dividend yield comparison.
| Year | VONG | IWR |
|---|---|---|
| 2026 | 0.24% | 0.49% |
| 2025 | 0.45% | 1.29% |
| 2024 | 0.55% | 1.27% |
| 2023 | 0.71% | 1.43% |
| 2022 | 0.98% | 1.59% |
| 2021 | 0.58% | 1.05% |
| 2020 | 0.77% | 1.28% |
| 2019 | 1.03% | 1.43% |
| 2018 | 1.18% | 1.98% |
| 2017 | 1.19% | 1.52% |
| 2016 | 1.48% | 1.72% |
| 2015 | 1.47% | 1.59% |
| 2014 | 1.44% | 1.45% |
| 2013 | 1.28% | 1.31% |
| 2012 | 1.69% | 1.81% |
| 2011 | 1.27% | 1.58% |
| 2010 | 0.15% | 1.45% |
| 2009 | 0.00% | 1.50% |
| 2008 | 0.00% | 2.09% |
| 2007 | 0.00% | 1.37% |
| 2006 | 0.00% | 1.31% |
| 2005 | 0.00% | 1.40% |
| 2004 | 0.00% | 1.11% |
| 2003 | 0.00% | 1.08% |
| 2002 | 0.00% | 1.08% |
| 2001 | 0.00% | 0.59% |
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