VRTGX vs. VSPVX
Compare and contrast key facts about Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX).
VRTGX is managed by Vanguard. It was launched on May 25, 2011. VSPVX is managed by Vanguard. It was launched on Mar 3, 2015.
Performance
VRTGX vs. VSPVX - Performance Comparison
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VRTGX vs. VSPVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | -2.79% | 12.97% | 15.26% | 18.80% | -26.30% | 2.82% | 34.81% | 28.84% | -9.21% | 22.27% |
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 0.02% | 12.62% | 11.99% | 22.39% | -5.33% | 24.80% | 1.23% | 31.84% | -9.02% | 15.28% |
Returns By Period
In the year-to-date period, VRTGX achieves a -2.79% return, which is significantly lower than VSPVX's 0.02% return. Over the past 10 years, VRTGX has underperformed VSPVX with an annualized return of 9.83%, while VSPVX has yielded a comparatively higher 11.31% annualized return.
VRTGX
- 1D
- 4.27%
- 1M
- -7.24%
- YTD
- -2.79%
- 6M
- -1.59%
- 1Y
- 23.68%
- 3Y*
- 12.32%
- 5Y*
- 1.34%
- 10Y*
- 9.83%
VSPVX
- 1D
- 1.73%
- 1M
- -4.47%
- YTD
- 0.02%
- 6M
- 2.93%
- 1Y
- 12.95%
- 3Y*
- 13.66%
- 5Y*
- 10.32%
- 10Y*
- 11.31%
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VRTGX vs. VSPVX - Expense Ratio Comparison
Both VRTGX and VSPVX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VRTGX vs. VSPVX — Risk / Return Rank
VRTGX
VSPVX
VRTGX vs. VSPVX - Risk-Adjusted Trends 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 Value Index Fund Institutional Shares (VSPVX). 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.
| VRTGX | VSPVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.83 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.25 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.15 | +0.39 |
Martin ratioReturn relative to average drawdown | 5.21 | 5.43 | -0.22 |
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
| VRTGX | VSPVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.83 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.72 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.66 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.60 | -0.14 |
Correlation
The correlation between VRTGX and VSPVX is 0.75, 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.
Dividends
VRTGX vs. VSPVX - Dividend Comparison
VRTGX's dividend yield for the trailing twelve months is around 0.73%, less than VSPVX's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.73% | 0.57% | 0.62% | 0.85% | 0.78% | 0.54% | 0.53% | 0.90% | 0.85% | 0.75% | 1.07% | 0.84% |
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 1.82% | 1.35% | 2.12% | 1.70% | 2.21% | 1.88% | 2.46% | 2.12% | 2.73% | 2.18% | 2.30% | 2.47% |
Drawdowns
VRTGX vs. VSPVX - Drawdown Comparison
The maximum VRTGX drawdown since its inception was -41.97%, which is greater than VSPVX's maximum drawdown of -37.05%. Use the drawdown chart below to compare losses from any high point for VRTGX and VSPVX.
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Drawdown Indicators
| VRTGX | VSPVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.97% | -37.05% | -4.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.80% | -12.10% | -2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -40.48% | -18.00% | -22.48% |
Max Drawdown (10Y)Largest decline over 10 years | -41.97% | -37.05% | -4.92% |
Current DrawdownCurrent decline from peak | -11.16% | -4.58% | -6.58% |
Average DrawdownAverage peak-to-trough decline | -10.53% | -4.11% | -6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 2.56% | +1.80% |
Volatility
VRTGX vs. VSPVX - Volatility Comparison
Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 8.82% compared to Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) at 3.84%. This indicates that VRTGX's price experiences larger fluctuations and is considered to be riskier than VSPVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTGX | VSPVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 3.84% | +4.98% |
Volatility (6M)Calculated over the trailing 6-month period | 16.59% | 7.71% | +8.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.39% | 15.57% | +9.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 14.49% | +10.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.45% | 17.09% | +7.36% |