VONG vs VWIUX
Vanguard Russell 1000 Growth ETF vs Vanguard Intermediate Term Tax-Exempt Fund admiral class
Quick Verdict
VONG has a lower expense ratio. VONG delivered stronger 1-year returns. VWIUX offers more diversification with 15,066 holdings.
Side-by-Side Comparison
| Metric | VONG | VWIUX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.09% | |
| AUM | $51.6B | $86.4B | |
| Dividend Yield | 0.48% | 3.13% | |
| Holdings | 373 | 15,066 | |
| YTD Return | +4.01% | -1.81% | |
| 1Y Return | +12.19% | +0.89% | |
| 3Y Return (annualized) | +22.47% | +0.67% | |
| 5Y Return (annualized) | +12.11% | -1.82% | |
| Volatility (annualized) | 15.9% | 5.4% | |
| Max Drawdown | -32.7% | -16.1% | |
| Fund Family | Vanguard (US) | Vanguard (US) | |
| Category | Equity | Tax Preferred | |
| Inception | Sep 20, 2010 | Feb 12, 2001 |
VONG vs VWIUX Performance
Vanguard Russell 1000 Growth ETF (VONG) is a ETF from Vanguard (US) and Vanguard Intermediate Term Tax-Exempt Fund admiral class (VWIUX) is a mutual fund from Vanguard (US). Over the past year VONG returned +12.19% while VWIUX returned +0.89%. Year to date, VONG is up 4.01% versus a loss of 1.81% for VWIUX.
Over three years, VONG compounded at +22.47% per year against +0.67% for VWIUX; over five years the annualized figures are +12.11% and -1.82% respectively. Across the full 5-year window we track, VONG has the edge at +15.63% annualized vs -1.82%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VONG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 5.4% for VWIUX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.7% for VONG and -16.1% for VWIUX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VONG charges 0.06% per year while VWIUX charges 0.09%. On a $10,000 position that is $6 vs $9 annually, a gap of $3 per year that compounds over a long holding period. On income, VONG currently yields 0.48% against 3.13% for VWIUX.
Holdings Overlap
VONG and VWIUX share 0 holdings out of 2134 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VONG or VWIUX?
VONG has an expense ratio of 0.06% while VWIUX charges 0.09%. VONG is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, VONG or VWIUX?
Over the past year VONG returned +12.19% vs +0.89% for VWIUX, so VONG leads on 1-year performance. Over the longest common window we track (5 years), VONG annualized +15.63% vs -1.82% for VWIUX. Past performance does not guarantee future results.
Which is riskier, VONG or VWIUX?
VONG has been the more volatile fund at 15.9% annualized versus 5.4% for VWIUX. Worst drawdown: VONG -32.7% vs VWIUX -16.1%.
Should I hold both VONG and VWIUX?
VONG and VWIUX have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VONG and VWIUX?
VONG and VWIUX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2134 unique securities.
Which pays a higher dividend, VONG or VWIUX?
VONG yields 0.48% while VWIUX yields 3.13%, so VWIUX currently pays the higher dividend yield.
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