VRTGX vs. SLYG
Compare and contrast key facts about Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and SPDR S&P 600 Small Cap Growth ETF (SLYG).
VRTGX is managed by Vanguard. It was launched on May 25, 2011. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTGX or SLYG.
Correlation
The correlation between VRTGX and SLYG 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.
Performance
VRTGX vs. SLYG - Performance Comparison
Key characteristics
VRTGX:
0.70
SLYG:
0.58
VRTGX:
1.11
SLYG:
0.95
VRTGX:
1.13
SLYG:
1.11
VRTGX:
0.59
SLYG:
0.84
VRTGX:
3.27
SLYG:
2.53
VRTGX:
4.57%
SLYG:
4.32%
VRTGX:
21.20%
SLYG:
18.95%
VRTGX:
-41.93%
SLYG:
-63.19%
VRTGX:
-10.28%
SLYG:
-8.42%
Returns By Period
In the year-to-date period, VRTGX achieves a 1.52% return, which is significantly lower than SLYG's 1.62% return. Over the past 10 years, VRTGX has underperformed SLYG with an annualized return of 8.07%, while SLYG has yielded a comparatively higher 9.24% annualized return.
VRTGX
1.52%
2.71%
11.03%
17.71%
6.38%
8.07%
SLYG
1.62%
2.56%
5.27%
13.16%
7.89%
9.24%
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VRTGX vs. SLYG - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VRTGX vs. SLYG — Risk-Adjusted Performance Rank
VRTGX
SLYG
VRTGX vs. SLYG - 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 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.
Dividends
VRTGX vs. SLYG - Dividend Comparison
VRTGX's dividend yield for the trailing twelve months is around 0.61%, less than SLYG's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.61% | 0.62% | 0.85% | 0.78% | 0.61% | 0.53% | 0.77% | 0.85% | 0.75% | 1.07% | 0.84% | 0.74% |
SLYG SPDR S&P 600 Small Cap Growth ETF | 1.20% | 1.22% | 1.18% | 1.18% | 0.68% | 0.71% | 1.08% | 1.06% | 4.74% | 1.13% | 5.75% | 4.42% |
Drawdowns
VRTGX vs. SLYG - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
VRTGX vs. SLYG - Volatility Comparison
Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 5.25% compared to SPDR S&P 600 Small Cap Growth ETF (SLYG) at 4.28%. 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.