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% | 67.80B | 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 90. There are 13 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | VRTVX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | VRTVX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | VRTVX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | VRTVX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | VRTVX vs TASVX |
Top Performing VRTVX Alternatives (YTD)
VRTVX is at 23.39% YTD. There are 34 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | VRTVX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | VRTVX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | VRTVX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | VRTVX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | VRTVX vs RYSEX |
Lowest Volatility Alternatives to VRTVX
VRTVX has 17.61% 1-year volatility. There are 75 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | VRTVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | VRTVX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | VRTVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | VRTVX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | VRTVX vs USBNX |
Lowest Drawdown Alternatives to VRTVX
VRTVX has a 1-year max drawdown of -8.54%. There are 19 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