Vanguard Russell 2000 Value Index Fund Institutional Shares (VRTVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VRTVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VRTVX
VRTVX charges 0.08% annually. There are 3 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | VRTVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VRTVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VRTVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VRTVX vs VSMVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | — | May 1998 | VRTVX vs VISVX |
Best Risk-Adjusted Alternatives to VRTVX
VRTVX has a PortfoliosLab risk / return rank of 83. There are 12 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | VRTVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | VRTVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | VRTVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | VRTVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | VRTVX vs AVALX |
Top Performing VRTVX Alternatives (YTD)
VRTVX is at 21.21% YTD. There are 27 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | VRTVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | VRTVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | VRTVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | VRTVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | VRTVX vs WSCVX |
Lowest Volatility Alternatives to VRTVX
VRTVX has 18.28% 1-year volatility. There are 94 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | VRTVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | VRTVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | VRTVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | VRTVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | VRTVX vs ARSMX |
Lowest Drawdown Alternatives to VRTVX
VRTVX has a 1-year max drawdown of -8.54%. There are 20 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | VRTVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VRTVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VRTVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VRTVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VRTVX vs TSLTX |
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 VRTVX
Investors most often compare VRTVX with VTWV, DFFVX, VSCGX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare VRTVX with Any Fund or Stock
Compare VRTVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VRTVX with funds that move differently
Vanguard Russell 2000 Value Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VRTVX.
Explore VRTVX Diversifiers