VRTGX vs. VTWG
Compare and contrast key facts about Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard Russell 2000 Growth ETF (VTWG).
VRTGX is managed by Vanguard. It was launched on May 25, 2011. VTWG is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTGX or VTWG.
Correlation
The correlation between VRTGX and VTWG is 0.98, 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. VTWG - Performance Comparison
Key characteristics
VRTGX:
0.70
VTWG:
0.70
VRTGX:
1.11
VTWG:
1.11
VRTGX:
1.13
VTWG:
1.13
VRTGX:
0.57
VTWG:
0.56
VRTGX:
3.12
VTWG:
3.09
VRTGX:
4.62%
VTWG:
4.64%
VRTGX:
20.47%
VTWG:
20.46%
VRTGX:
-41.93%
VTWG:
-42.07%
VRTGX:
-9.86%
VTWG:
-10.20%
Returns By Period
The year-to-date returns for both investments are quite close, with VRTGX having a 2.01% return and VTWG slightly higher at 2.07%. Both investments have delivered pretty close results over the past 10 years, with VRTGX having a 7.98% annualized return and VTWG not far behind at 7.91%.
VRTGX
2.01%
-2.68%
8.02%
17.22%
6.61%
7.98%
VTWG
2.07%
-2.68%
7.92%
17.10%
6.55%
7.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VRTGX vs. VTWG - Expense Ratio Comparison
VRTGX has a 0.08% expense ratio, which is lower than VTWG'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. VTWG — Risk-Adjusted Performance Rank
VRTGX
VTWG
VRTGX vs. VTWG - 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 Russell 2000 Growth ETF (VTWG). 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. VTWG - Dividend Comparison
VRTGX's dividend yield for the trailing twelve months is around 0.60%, more than VTWG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.60% | 0.62% | 0.85% | 0.78% | 0.61% | 0.53% | 0.77% | 0.85% | 0.75% | 1.07% | 0.84% | 0.74% |
VTWG Vanguard Russell 2000 Growth ETF | 0.54% | 0.55% | 0.79% | 0.71% | 0.54% | 0.48% | 0.72% | 0.72% | 0.64% | 0.96% | 0.72% | 0.62% |
Drawdowns
VRTGX vs. VTWG - Drawdown Comparison
The maximum VRTGX drawdown since its inception was -41.93%, roughly equal to the maximum VTWG drawdown of -42.07%. Use the drawdown chart below to compare losses from any high point for VRTGX and VTWG. For additional features, visit the drawdowns tool.
Volatility
VRTGX vs. VTWG - Volatility Comparison
Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard Russell 2000 Growth ETF (VTWG) have volatilities of 4.44% and 4.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.