VRTPX vs. VFINX
Compare and contrast key facts about Vanguard Real Estate II Index Fund (VRTPX) and Vanguard 500 Index Fund Investor Shares (VFINX).
VRTPX is managed by Vanguard. It was launched on Sep 26, 2017. VFINX is managed by Vanguard.
Performance
VRTPX vs. VFINX - Performance Comparison
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VRTPX vs. VFINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTPX Vanguard Real Estate II Index Fund | -0.21% | 2.22% | 3.72% | 13.17% | -26.14% | 40.37% | -4.65% | 28.96% | -5.99% | 1.37% |
VFINX Vanguard 500 Index Fund Investor Shares | -7.09% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -4.55% | 7.60% |
Returns By Period
In the year-to-date period, VRTPX achieves a -0.21% return, which is significantly higher than VFINX's -7.09% return.
VRTPX
- 1D
- 0.38%
- 1M
- -7.71%
- YTD
- -0.21%
- 6M
- -2.58%
- 1Y
- 0.37%
- 3Y*
- 5.57%
- 5Y*
- 2.69%
- 10Y*
- —
VFINX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.09%
- 6M
- -4.65%
- 1Y
- 14.30%
- 3Y*
- 17.02%
- 5Y*
- 11.26%
- 10Y*
- 13.60%
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VRTPX vs. VFINX - Expense Ratio Comparison
VRTPX has a 0.08% expense ratio, which is lower than VFINX's 0.14% 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%.
Return for Risk
VRTPX vs. VFINX — Risk / Return Rank
VRTPX
VFINX
VRTPX vs. VFINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate II Index Fund (VRTPX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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.
| VRTPX | VFINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 0.83 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.22 | 1.29 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.20 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.05 | -0.95 |
Martin ratioReturn relative to average drawdown | 0.37 | 5.08 | -4.71 |
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
| VRTPX | VFINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 0.83 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.67 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.59 | -0.39 |
Correlation
The correlation between VRTPX and VFINX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VRTPX vs. VFINX - Dividend Comparison
VRTPX's dividend yield for the trailing twelve months is around 3.91%, more than VFINX's 1.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTPX Vanguard Real Estate II Index Fund | 3.91% | 2.79% | 3.80% | 3.93% | 4.52% | 2.58% | 3.92% | 3.50% | 4.77% | 1.32% | 0.00% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.11% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
Drawdowns
VRTPX vs. VFINX - Drawdown Comparison
The maximum VRTPX drawdown since its inception was -42.33%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VRTPX and VFINX.
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Drawdown Indicators
| VRTPX | VFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.33% | -55.25% | +12.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -12.12% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -34.35% | -24.59% | -9.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.83% | — |
Current DrawdownCurrent decline from peak | -11.56% | -8.92% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -8.31% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.50% | +0.65% |
Volatility
VRTPX vs. VFINX - Volatility Comparison
Vanguard Real Estate II Index Fund (VRTPX) and Vanguard 500 Index Fund Investor Shares (VFINX) have volatilities of 4.15% and 4.24%, 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.
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Volatility by Period
| VRTPX | VFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 4.24% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 9.08% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 18.13% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.89% | 16.86% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 18.03% | +3.89% |