VRTGX vs. SLYG

In the year-to-date period, VRTGX achieves a -5.99% return, which is significantly lower than SLYG's -4.96% return. Over the past 10 years, VRTGX has underperformed SLYG with an annualized return of 6.76%, while SLYG has yielded a comparatively higher 8.18% annualized return.

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VRTGX has a 0.08% expense ratio, which is lower than SLYG's 0.15% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and SPDR S&P 600 Small Cap Growth ETF (SLYG). 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.

The current VRTGX Sharpe Ratio is 0.15, which is higher than the SLYG Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of VRTGX and SLYG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRTGX's dividend yield for the trailing twelve months is around 0.63%, less than SLYG's 1.32% yield.

The maximum VRTGX drawdown since its inception was -41.93%, smaller than the maximum SLYG drawdown of -63.19%. Use the drawdown chart below to compare losses from any high point for VRTGX and SLYG.

Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 6.77% compared to SPDR S&P 600 Small Cap Growth ETF (SLYG) at 6.06%. This indicates that VRTGX's price experiences larger fluctuations and is considered to be riskier than SLYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.