VRTGX vs. VOO
Compare and contrast key facts about Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard S&P 500 ETF (VOO).
VRTGX is managed by Vanguard. It was launched on May 25, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTGX or VOO.
Correlation
The correlation between VRTGX and VOO is 0.83, 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. VOO - Performance Comparison
Key characteristics
VRTGX:
0.58
VOO:
1.76
VRTGX:
0.94
VOO:
2.37
VRTGX:
1.11
VOO:
1.32
VRTGX:
0.47
VOO:
2.66
VRTGX:
2.59
VOO:
11.10
VRTGX:
4.66%
VOO:
2.02%
VRTGX:
20.77%
VOO:
12.79%
VRTGX:
-41.93%
VOO:
-33.99%
VRTGX:
-13.09%
VOO:
-2.11%
Returns By Period
In the year-to-date period, VRTGX achieves a -1.65% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, VRTGX has underperformed VOO with an annualized return of 7.57%, while VOO has yielded a comparatively higher 13.03% annualized return.
VRTGX
-1.65%
-5.88%
1.25%
11.05%
5.83%
7.57%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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VRTGX vs. VOO - Expense Ratio Comparison
VRTGX has a 0.08% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
VRTGX vs. VOO — Risk-Adjusted Performance Rank
VRTGX
VOO
VRTGX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VRTGX's dividend yield for the trailing twelve months is around 0.63%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.63% | 0.62% | 0.85% | 0.78% | 0.61% | 0.53% | 0.77% | 0.85% | 0.75% | 1.07% | 0.84% | 0.74% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VRTGX vs. VOO - Drawdown Comparison
The maximum VRTGX drawdown since its inception was -41.93%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VRTGX and VOO. For additional features, visit the drawdowns tool.
Volatility
VRTGX vs. VOO - Volatility Comparison
Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 5.67% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that VRTGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.