VNQ vs. VRTTX
Compare and contrast key facts about Vanguard Real Estate ETF (VNQ) and Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX).
VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Real Estate 25/50 Index. It was launched on Sep 23, 2004. VRTTX is managed by Vanguard. It was launched on Nov 1, 2010.
Performance
VNQ vs. VRTTX - Performance Comparison
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Returns By Period
In the year-to-date period, VNQ achieves a 3.06% return, which is significantly higher than VRTTX's -3.13% return. Over the past 10 years, VNQ has underperformed VRTTX with an annualized return of 4.85%, while VRTTX has yielded a comparatively higher 13.67% annualized return.
VNQ
- 1D
- 1.36%
- 1M
- -3.58%
- YTD
- 3.06%
- 6M
- 0.66%
- 1Y
- 11.42%
- 3Y*
- 7.33%
- 5Y*
- 3.14%
- 10Y*
- 4.85%
VRTTX
- 1D
- 0.16%
- 1M
- -3.39%
- YTD
- -3.13%
- 6M
- -1.32%
- 1Y
- 31.62%
- 3Y*
- 17.90%
- 5Y*
- 10.62%
- 10Y*
- 13.67%
VNQ vs. VRTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VNQ Vanguard Real Estate ETF | 3.06% | 3.24% | 4.81% | 11.85% | -26.25% | 40.54% | -4.61% | 28.91% | -6.03% | 4.90% |
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | -3.13% | 16.70% | 23.72% | 25.92% | -19.27% | 25.48% | 20.81% | 31.03% | -5.29% | 21.02% |
Correlation
The correlation between VNQ and VRTTX is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
VNQ vs. VRTTX - Expense Ratio Comparison
VNQ has a 0.13% expense ratio, which is higher than VRTTX'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%.
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Return for Risk
VNQ vs. VRTTX — Risk / Return Rank
VNQ
VRTTX
VNQ vs. VRTTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate ETF (VNQ) and Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX). 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.
| VNQ | VRTTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.95 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.36 | 1.46 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.22 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.50 | -1.21 |
Martin ratioReturn relative to average drawdown | 1.11 | 7.07 | -5.96 |
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
| VNQ | VRTTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.95 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.61 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.74 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.78 | -0.52 |
Drawdowns
VNQ vs. VRTTX - Drawdown Comparison
The maximum VNQ drawdown since its inception was -73.07%, which is greater than VRTTX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for VNQ and VRTTX.
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Drawdown Indicators
| VNQ | VRTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.07% | -34.96% | -38.11% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -8.87% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -34.48% | -25.13% | -9.35% |
Max Drawdown (10Y)Largest decline over 10 years | -42.40% | -34.96% | -7.44% |
Current DrawdownCurrent decline from peak | -8.01% | -5.36% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -13.71% | -4.07% | -9.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.63% | +0.59% |
Volatility
VNQ vs. VRTTX - Volatility Comparison
The current volatility for Vanguard Real Estate ETF (VNQ) is 4.84%, while Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) has a volatility of 5.41%. This indicates that VNQ experiences smaller price fluctuations and is considered to be less risky than VRTTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VNQ | VRTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 5.41% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.38% | 9.77% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 18.58% | -2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 17.36% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.70% | 18.39% | +2.31% |
Dividends
VNQ vs. VRTTX - Dividend Comparison
VNQ's dividend yield for the trailing twelve months is around 3.86%, more than VRTTX's 1.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNQ Vanguard Real Estate ETF | 3.86% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 1.15% | 0.82% | 1.20% | 1.49% | 1.54% | 1.12% | 1.38% | 1.72% | 1.96% | 1.69% | 1.89% | 1.91% |