VRTIX vs. SCHX
Compare and contrast key facts about Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX) and Schwab U.S. Large-Cap ETF (SCHX).
VRTIX is managed by Vanguard. It was launched on Dec 22, 2010. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTIX or SCHX.
Correlation
The correlation between VRTIX and SCHX is 0.85, 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
VRTIX vs. SCHX - Performance Comparison
Key characteristics
VRTIX:
1.00
SCHX:
2.27
VRTIX:
1.50
SCHX:
2.99
VRTIX:
1.18
SCHX:
1.42
VRTIX:
1.14
SCHX:
3.46
VRTIX:
4.96
SCHX:
14.25
VRTIX:
4.17%
SCHX:
2.08%
VRTIX:
20.67%
SCHX:
13.02%
VRTIX:
-41.69%
SCHX:
-34.33%
VRTIX:
-6.62%
SCHX:
-1.50%
Returns By Period
In the year-to-date period, VRTIX achieves a 2.08% return, which is significantly lower than SCHX's 2.29% return. Over the past 10 years, VRTIX has underperformed SCHX with an annualized return of 8.50%, while SCHX has yielded a comparatively higher 16.00% annualized return.
VRTIX
2.08%
2.09%
4.89%
19.99%
7.64%
8.50%
SCHX
2.29%
2.37%
10.32%
28.40%
16.10%
16.00%
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VRTIX vs. SCHX - Expense Ratio Comparison
VRTIX has a 0.08% expense ratio, which is higher than SCHX'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
VRTIX vs. SCHX — Risk-Adjusted Performance Rank
VRTIX
SCHX
VRTIX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX) and Schwab U.S. Large-Cap ETF (SCHX). 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
VRTIX vs. SCHX - Dividend Comparison
VRTIX's dividend yield for the trailing twelve months is around 1.20%, less than SCHX's 1.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTIX Vanguard Russell 2000 Index Fund Institutional Shares | 1.20% | 1.23% | 1.96% | 1.50% | 1.15% | 0.93% | 1.36% | 1.49% | 1.24% | 1.33% | 1.31% | 1.17% |
SCHX Schwab U.S. Large-Cap ETF | 1.74% | 1.78% | 3.39% | 3.30% | 2.54% | 4.26% | 5.47% | 3.46% | 1.70% | 4.85% | 3.17% | 2.60% |
Drawdowns
VRTIX vs. SCHX - Drawdown Comparison
The maximum VRTIX drawdown since its inception was -41.69%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for VRTIX and SCHX. For additional features, visit the drawdowns tool.
Volatility
VRTIX vs. SCHX - Volatility Comparison
Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX) has a higher volatility of 6.55% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.12%. This indicates that VRTIX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.