Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VRTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VRTIX
VRTIX charges 0.08% annually. There are 8 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | VRTIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VRTIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | VRTIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | VRTIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | VRTIX vs VSMAX |
Best Risk-Adjusted Alternatives to VRTIX
VRTIX has a PortfoliosLab risk / return rank of 72. There are 56 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | VRTIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | VRTIX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | VRTIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | VRTIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | VRTIX vs RYOTX |
Top Performing VRTIX Alternatives (YTD)
VRTIX is at 21.75% YTD. There are 47 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | VRTIX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | VRTIX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | VRTIX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | VRTIX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | VRTIX vs HASCX |
Lowest Volatility Alternatives to VRTIX
VRTIX has 19.74% 1-year volatility. There are 136 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | VRTIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | VRTIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | VRTIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | VRTIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | VRTIX vs BOSOX |
Lowest Drawdown Alternatives to VRTIX
VRTIX has a 1-year max drawdown of -10.99%. There are 113 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | VRTIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VRTIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | VRTIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | VRTIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | VRTIX vs SSCDX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VRTIX
Investors most often compare VRTIX with VSIIX, MASKX, QQQ. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VRTIX with Any Fund or Stock
Compare VRTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VRTIX with funds that move differently
Vanguard Russell 2000 Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VRTIX.
Explore VRTIX Diversifiers