MASKX vs. VRTIX
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX).
MASKX is managed by BlackRock. It was launched on Apr 9, 1997. VRTIX is managed by Vanguard. It was launched on Dec 22, 2010.
Performance
MASKX vs. VRTIX - Performance Comparison
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MASKX vs. VRTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | -2.51% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 25.54% | -11.03% | 14.61% |
VRTIX Vanguard Russell 2000 Index Fund Institutional Shares | -2.47% | 12.55% | 11.59% | 17.01% | -20.40% | 14.71% | 20.46% | 25.60% | -10.92% | 14.77% |
Returns By Period
The year-to-date returns for both investments are quite close, with MASKX having a -2.51% return and VRTIX slightly higher at -2.47%. Both investments have delivered pretty close results over the past 10 years, with MASKX having a 9.43% annualized return and VRTIX not far ahead at 9.54%.
MASKX
- 1D
- -1.48%
- 1M
- -8.19%
- YTD
- -2.51%
- 6M
- -0.38%
- 1Y
- 21.43%
- 3Y*
- 11.69%
- 5Y*
- 3.00%
- 10Y*
- 9.43%
VRTIX
- 1D
- -1.45%
- 1M
- -8.17%
- YTD
- -2.47%
- 6M
- -0.32%
- 1Y
- 21.61%
- 3Y*
- 11.72%
- 5Y*
- 3.03%
- 10Y*
- 9.54%
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MASKX vs. VRTIX - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is higher than VRTIX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
MASKX vs. VRTIX — Risk / Return Rank
MASKX
VRTIX
MASKX vs. VRTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MASKX | VRTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.91 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.40 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.33 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.00 | 5.03 | -0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MASKX | VRTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.91 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.14 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.41 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.46 | -0.12 |
Correlation
The correlation between MASKX and VRTIX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MASKX vs. VRTIX - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 3.22%, more than VRTIX's 1.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 3.22% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
VRTIX Vanguard Russell 2000 Index Fund Institutional Shares | 1.30% | 1.00% | 1.23% | 1.46% | 1.50% | 1.05% | 1.14% | 1.36% | 1.49% | 1.24% | 1.33% | 1.31% |
Drawdowns
MASKX vs. VRTIX - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, which is greater than VRTIX's maximum drawdown of -41.69%. Use the drawdown chart below to compare losses from any high point for MASKX and VRTIX.
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Drawdown Indicators
| MASKX | VRTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.06% | -41.69% | -17.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -13.91% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -31.98% | 0.00% |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | -41.69% | +0.01% |
Current DrawdownCurrent decline from peak | -11.01% | -10.99% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -8.48% | -3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.68% | 0.00% |
Volatility
MASKX vs. VRTIX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) and Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX) have volatilities of 6.63% and 6.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MASKX | VRTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 6.61% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 14.12% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 23.12% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 22.58% | +0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 23.39% | +0.24% |