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 +14.4% compared to +8.3%
VONG vs IWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VONG
$55B
IWR
$55B
Expense Ratio
Winner
VONG
0.06%
IWR
0.18%
Max Drawdown
Winner
VONG
33.16%
IWR
59.73%
Sharpe Ratio
VONG
0.97
Winner
IWR
1.24
5Y Beta
VONG
1.20
Winner
IWR
0.91
P/E Ratio
VONG
34.05
Winner
IWR
29.39
Forward P/E
VONG
26.19
Winner
IWR
17.78
5Y Dividends CAGR
VONG
7.86%
Winner
IWR
9.85%
5Y EPS CAGR
Winner
VONG
36.20%
IWR
12.60%
Debt to Equity
VONG
53.30%
Winner
IWR
17.60%
P/S Ratio
VONG
6.24
Winner
IWR
1.82
P/B Ratio
VONG
12.16
Winner
IWR
3.17
VONG vs IWR - Holdings Comparison
VONG and IWR have 239 common holdings. Overlap is 5.71%
VONG's top 25 holdings weight is 73.64%. IWR's top 25 holdings weight is 15.97%.
| Rank | VONG | IWR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.22% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.81% |
| #2 | APPLE INC (AAPL) - 11.12% | WESTERN DIGITAL CORP (WDC) - 1.34% |
| #3 | MICROSOFT CORP (MSFT) - 8.69% | CORNING INC (GLW) - 0.99% |
| #4 | BROADCOM INC (AVGO) - 5.77% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.89% |
| #5 | AMAZON.COM INC (AMZN) - 5.30% | HOWMET AEROSPACE INC (HWM) - 0.74% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 4.23% | QUANTA SERVICES INC (PWR) - 0.73% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.42% | BANK OF NEW YORK MELLON CORP (BNY) - 0.71% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.30% | CUMMINS INC (CMI) - 0.64% |
| #9 | TESLA INC (TSLA) - 3.26% | DATADOG INC CLASS A (DDOG) - 0.62% |
| #10 | ELI LILLY AND CO (LLY) - 2.41% | CLOUDFLARE INC (NET) - 0.61% |
| #11 | VISA INC CLASS A (V) - 1.70% | CIENA CORP (CIEN) - 0.58% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.45% | MARATHON PETROLEUM CORP (MPC) - 0.56% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.30% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.55% |
| #14 | NETFLIX INC (NFLX) - 1.28% | VALERO ENERGY CORP (VLO) - 0.55% |
| #15 | ABBVIE INC (ABBV) - 1.21% | ROYAL CARIBBEAN GROUP (RCL) - 0.53% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 1.08% | PHILLIPS 66 (PSX) - 0.52% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.04% | ROSS STORES INC (ROST) - 0.51% |
| #18 | n/a (PLTR) - 0.98% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.51% |
| #19 | GE AEROSPACE (GE) - 0.97% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.50% |
| #20 | GE VERNOVA INC (GEV) - 0.94% | SIMON PROPERTY GROUP INC (SPG) - 0.47% |
| #21 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.20% | ANGLOGOLD ASHANTI PLC (AU) - 0.33% |
| #22 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.20% | XCEL ENERGY INC (XEL) - 0.33% |
| #23 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.19% | STATE STREET CORP (STT) - 0.32% |
| #24 | CINTAS CORP (CTAS) - 0.19% | FIFTH THIRD BANCORP (FITB) - 0.32% |
| #25 | AON PLC CLASS A (AON) - 0.19% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.31% |
| Total Holdings | 353 | 732 |
VONG vs IWR - Historical Returns
Returns include dividend reinvestment.
1M
VONG
-0.73%
Winner
IWR
+5.34%
3M
VONG
+11.47%
Winner
IWR
+11.73%
6M
VONG
+5.28%
Winner
IWR
+13.44%
1Y
VONG
+20.89%
Winner
IWR
+22.53%
5Y(CAGR)
Winner
VONG
+14.39%
IWR
+8.33%
10Y(CAGR)
Winner
VONG
+18.45%
IWR
+11.83%
Max(CAGR)
Winner
VONG
+16.88%
IWR
+9.98%
VONG vs IWR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | VONG | IWR |
|---|---|---|
| 2026 | +4.77% | +12.53% |
| 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 -4.11%. The current IWR drawdown is -0.45%.
| 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 | -10.21% Apr 2, 2012 - Sep 6, 2012 | -10.82% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -9.80% Jan 26, 2018 - Jun 5, 2018 | -10.11% May 5, 2006 - Oct 16, 2006 |
| #12 | -9.74% Feb 12, 2021 - Apr 8, 2021 | -9.68% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -7.97% Sep 19, 2012 - Jan 11, 2013 | -9.33% Sep 5, 2014 - Nov 7, 2014 |
| #14 | -7.93% Apr 29, 2019 - Jun 20, 2019 | -8.91% Apr 5, 2004 - Oct 1, 2004 |
| #15 | -7.36% Sep 19, 2014 - Oct 31, 2014 | -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 | 0.11% | 0.51% |
| 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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