VRTGX vs. VSPVX

In the year-to-date period, VRTGX achieves a -5.99% return, which is significantly lower than VSPVX's -0.41% return. Over the past 10 years, VRTGX has underperformed VSPVX with an annualized return of 6.76%, while VSPVX has yielded a comparatively higher 9.69% annualized return.

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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%.

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.

The current VRTGX Sharpe Ratio is 0.15, which is lower than the VSPVX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of VRTGX and VSPVX, 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 VSPVX's 2.18% yield.

The maximum VRTGX drawdown since its inception was -41.93%, 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.

Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 6.77% compared to Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) at 4.44%. 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.