VRTGX vs. IWM
Compare and contrast key facts about Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and iShares Russell 2000 ETF (IWM).
VRTGX is managed by Vanguard. It was launched on May 25, 2011. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTGX or IWM.
Correlation
The correlation between VRTGX and IWM is 0.97, 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.
Performance
VRTGX vs. IWM - Performance Comparison
Key characteristics
VRTGX:
0.91
IWM:
0.88
VRTGX:
1.40
IWM:
1.36
VRTGX:
1.16
IWM:
1.16
VRTGX:
0.75
IWM:
0.99
VRTGX:
4.14
IWM:
3.91
VRTGX:
4.59%
IWM:
4.47%
VRTGX:
20.69%
IWM:
19.87%
VRTGX:
-41.93%
IWM:
-59.05%
VRTGX:
-9.29%
IWM:
-6.50%
Returns By Period
In the year-to-date period, VRTGX achieves a 2.65% return, which is significantly higher than IWM's 2.27% return. Both investments have delivered pretty close results over the past 10 years, with VRTGX having a 8.16% annualized return and IWM not far behind at 7.80%.
VRTGX
2.65%
0.97%
9.31%
13.22%
6.60%
8.16%
IWM
2.27%
0.86%
6.97%
11.83%
7.52%
7.80%
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VRTGX vs. IWM - Expense Ratio Comparison
VRTGX has a 0.08% expense ratio, which is lower than IWM's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VRTGX vs. IWM — Risk-Adjusted Performance Rank
VRTGX
IWM
VRTGX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and iShares Russell 2000 ETF (IWM). 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.
Dividends
VRTGX vs. IWM - Dividend Comparison
VRTGX's dividend yield for the trailing twelve months is around 0.60%, less than IWM's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.60% | 0.62% | 0.85% | 0.78% | 0.61% | 0.53% | 0.77% | 0.85% | 0.75% | 1.07% | 0.84% | 0.74% |
IWM iShares Russell 2000 ETF | 1.12% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
VRTGX vs. IWM - Drawdown Comparison
The maximum VRTGX drawdown since its inception was -41.93%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for VRTGX and IWM. For additional features, visit the drawdowns tool.
Volatility
VRTGX vs. IWM - Volatility Comparison
Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 4.95% compared to iShares Russell 2000 ETF (IWM) at 4.09%. This indicates that VRTGX's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.