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NVDAVONG vs. RZG: the five-year terminal-value gap is $482 per $1,000 invested, with costs and size diverging sharplySep 17, 2026
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VONG vs. RZG: the five-year terminal-value gap is $482 per $1,000 invested, with costs and size diverging sharply

$482 separates the five-year terminal values: Vanguard Russell 1000 Growth ETF (NASDAQ: VONG) grew a $1,000 stake to $1,742 over the trailing five years, while Invesco S&P SmallCap 600 Revenue ETF (NYSEMKT: RZG) reached $1,260. The…

By Warren Ashby·Sep 17, 2026·2 min read·earnings·NVDA · GOOGL · AAPL

Key takeaways

  • Vanguard Russell 1000 Growth ETF (VONG) grew a $1,000 stake to $1,742 over the trailing five years, while Invesco S&P SmallCap 600 Revenue ETF (RZG) reached $1,260, a $482 gap.
  • Over the trailing 12 months as of September 10, 2026, RZG returned 22.3% versus VONG's 6.9%, a 15.4-percentage-point spread favoring the small-cap fund.
  • VONG charges 0.06% annually while RZG charges 0.35%, a 29-basis-point cost gap, and both funds carry a 0.5% trailing dividend yield.
  • VONG holds $45.9 billion in assets versus RZG's $122.7 million, and VONG is tech-heavy (68%) led by Nvidia at 15.5% while RZG is revenue-weighted small-cap led by healthcare at 23%.
  • Despite RZG's lower beta of 1.02 versus VONG's 1.21, RZG had a deeper five-year maximum drawdown of 38.3% against VONG's 32.7%.

$482 separates the five-year terminal values: Vanguard Russell 1000 Growth ETF (NASDAQ: VONG) grew a $1,000 stake to $1,742 over the trailing five years, while Invesco S&P SmallCap 600 Revenue ETF (NYSEMKT: RZG) reached $1,260. The trailing-12-month picture inverts that order, with RZG posting 22.3% total return against VONG's 6.9% as of September 10, 2026, a 15.4-percentage-point spread in the small-cap fund's favor.

The cost gap is 29 basis points. VONG charges 0.06% annually; RZG runs at 0.35%. Both funds pay a 0.5% trailing yield: VONG distributed $0.58 per share on its September 10 price of $124.84, and RZG paid $0.30 on its $65.17. Income is a draw. Scale is not. VONG holds $45.9 billion in assets; RZG manages $122.7 million.

Construction and concentration

VONG tracks the Russell 1000 Growth Index on a market-cap basis. Technology sits at 68% of the portfolio, communication services at 17%. Nvidia is the largest position at 15.5%, followed by Alphabet at 10.72% and Apple at 7.5%. RZG takes a different path: it invests at least 90% of assets in a revenue-weighted slice of the S&P SmallCap 600 Index, sizing positions by a growth score built on sales growth, earnings-change-to-price ratio, and momentum. Its 127 holdings are capped at 2.1% for top name ACM Research; Protagonist Therapeutics and Dave each sit at 2.01%. Sector leadership is healthcare at 23%, with industrials and financial services each at 17%.

Metric RZG VONG
Share price (9/10/26, reported) $65.17 $124.84
Expense ratio 0.35% 0.06%
1-yr return (reported) 22.3% 6.9%
Beta 1.02 1.21
Max drawdown, 5 yr (reported) (38.3%) (32.7%)
$1,000 grown over 5 yr (reported) $1,260 $1,742
AUM $122.7M $45.9B
Dividend yield, TTM 0.5% 0.5%

Beta cuts against the intuitive read. RZG's 1.02 measures below VONG's 1.21 relative to the S&P 500, yet RZG's five-year maximum drawdown was 38.3% against VONG's 32.7%. Lower measured volatility, deeper peak-to-trough loss.

An investor who already holds VONG's top three names through an S&P 500 fund or individual positions gets no differentiation from the Vanguard fund at the margin. RZG's revenue-weighted small-cap structure carries no overlap with those mega-cap names. The one-year tape favors RZG; the five-year compound favors VONG; the fee meter runs 29 basis points harder annually for the Invesco fund.

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Frequently asked

Which ETF performed better over the past year versus the past five years?

RZG led over the trailing year with a 22.3% return versus VONG's 6.9%, but VONG led over five years, growing $1,000 to $1,742 versus RZG's $1,260.

How do the two funds differ in holdings and concentration?

VONG tracks the market-cap-weighted Russell 1000 Growth Index with 68% in technology and top holdings Nvidia (15.5%), Alphabet (10.72%), and Apple (7.5%), while RZG uses a revenue-weighted slice of the S&P SmallCap 600 with 127 holdings capped near 2.1% and healthcare its largest sector at 23%.

How much do the funds cost to own?

VONG charges an expense ratio of 0.06% annually while RZG charges 0.35%, making RZG 29 basis points more expensive per year.

Why is RZG's lower beta counterintuitive?

RZG's beta of 1.02 is below VONG's 1.21, suggesting lower volatility, yet RZG suffered a deeper five-year maximum drawdown of 38.3% versus VONG's 32.7%.

What overlap consideration is noted for investors?

An investor already holding VONG's top mega-cap names through an S&P 500 fund gains no differentiation from VONG, whereas RZG's small-cap structure has no overlap with those names.