Vanguard Real Estate II Index Fund (VRTPX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VRTPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VRTPX
VRTPX charges 0.08% annually. There are 2 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | VRTPX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | VRTPX vs FESIX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | VRTPX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | VRTPX vs VGRNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | 0.12% | 3.80B | Feb 2011 | VRTPX vs VGRLX |
Best Risk-Adjusted Alternatives to VRTPX
VRTPX has a PortfoliosLab risk / return rank of 14. There are 63 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | VRTPX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | VRTPX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | VRTPX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | VRTPX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | VRTPX vs FRIRX |
Top Performing VRTPX Alternatives (YTD)
VRTPX is at 10.37% YTD. There are 45 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | VRTPX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | VRTPX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | VRTPX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | VRTPX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | VRTPX vs MXREX |
Lowest Volatility Alternatives to VRTPX
VRTPX has 13.81% 1-year volatility. There are 74 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | VRTPX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | VRTPX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | VRTPX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | VRTPX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | VRTPX vs FRINX |
Lowest Drawdown Alternatives to VRTPX
VRTPX has a 1-year max drawdown of -8.34%. There are 49 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | VRTPX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | VRTPX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | VRTPX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | VRTPX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | VRTPX vs FRIFX |
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 VRTPX
Investors most often compare VRTPX with VFAIX, VRTTX, FPRO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare VRTPX with Any Fund or Stock
Compare VRTPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VRTPX with funds that move differently
Vanguard Real Estate II Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VRTPX.
Explore VRTPX Diversifiers