SLYG vs. VRTGX
Compare and contrast key facts about SPDR S&P 600 Small Cap Growth ETF (SLYG) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX).
SLYG is a passively managed fund by State Street that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 25, 2000. VRTGX is managed by Vanguard. It was launched on May 25, 2011.
Performance
SLYG vs. VRTGX - Performance Comparison
Loading graphics...
SLYG vs. VRTGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLYG SPDR S&P 600 Small Cap Growth ETF | 3.73% | 5.20% | 9.38% | 17.27% | -21.26% | 22.42% | 19.48% | 20.97% | -4.20% | 14.62% |
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | -6.77% | 12.97% | 15.26% | 18.80% | -26.30% | 2.82% | 34.81% | 28.84% | -9.21% | 22.27% |
Returns By Period
In the year-to-date period, SLYG achieves a 3.73% return, which is significantly higher than VRTGX's -6.77% return. Over the past 10 years, SLYG has outperformed VRTGX with an annualized return of 10.00%, while VRTGX has yielded a comparatively lower 9.37% annualized return.
SLYG
- 1D
- 0.93%
- 1M
- -4.59%
- YTD
- 3.73%
- 6M
- 3.71%
- 1Y
- 18.20%
- 3Y*
- 10.99%
- 5Y*
- 3.36%
- 10Y*
- 10.00%
VRTGX
- 1D
- -2.00%
- 1M
- -10.13%
- YTD
- -6.77%
- 6M
- -5.62%
- 1Y
- 18.63%
- 3Y*
- 10.77%
- 5Y*
- 0.82%
- 10Y*
- 9.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SLYG vs. VRTGX - Expense Ratio Comparison
SLYG has a 0.15% expense ratio, which is higher than VRTGX'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
SLYG vs. VRTGX — Risk / Return Rank
SLYG
VRTGX
SLYG vs. VRTGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 600 Small Cap Growth ETF (SLYG) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX). 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.
| SLYG | VRTGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.71 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.15 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.14 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.02 | +0.29 |
Martin ratioReturn relative to average drawdown | 5.43 | 3.52 | +1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SLYG | VRTGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.71 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.03 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.39 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.45 | -0.16 |
Correlation
The correlation between SLYG and VRTGX is 0.94, 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
SLYG vs. VRTGX - Dividend Comparison
SLYG's dividend yield for the trailing twelve months is around 0.79%, more than VRTGX's 0.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLYG SPDR S&P 600 Small Cap Growth ETF | 0.79% | 0.86% | 1.22% | 1.18% | 1.18% | 0.68% | 0.71% | 1.08% | 1.06% | 4.74% | 1.13% | 5.75% |
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.77% | 0.57% | 0.62% | 0.85% | 0.78% | 0.54% | 0.53% | 0.90% | 0.85% | 0.75% | 1.07% | 0.84% |
Drawdowns
SLYG vs. VRTGX - Drawdown Comparison
The maximum SLYG drawdown since its inception was -62.15%, which is greater than VRTGX's maximum drawdown of -41.97%. Use the drawdown chart below to compare losses from any high point for SLYG and VRTGX.
Loading graphics...
Drawdown Indicators
| SLYG | VRTGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.15% | -41.97% | -20.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -14.80% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -29.18% | -40.48% | +11.30% |
Max Drawdown (10Y)Largest decline over 10 years | -41.86% | -41.97% | +0.11% |
Current DrawdownCurrent decline from peak | -5.04% | -14.80% | +9.76% |
Average DrawdownAverage peak-to-trough decline | -14.64% | -10.53% | -4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 4.30% | -0.90% |
Volatility
SLYG vs. VRTGX - Volatility Comparison
The current volatility for SPDR S&P 600 Small Cap Growth ETF (SLYG) is 7.20%, while Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a volatility of 7.60%. This indicates that SLYG experiences smaller price fluctuations and is considered to be less risky than VRTGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SLYG | VRTGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 7.60% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 16.04% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.19% | 25.09% | -2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.57% | 24.47% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.71% | 24.41% | -1.70% |