VRTPX vs. VGSLX
VRTPX (Vanguard Real Estate II Index Fund) and VGSLX (Vanguard Real Estate Index Fund Admiral Shares) are both REIT funds from Vanguard. Over the past 5 years, VRTPX returned 2.05%/yr vs 2.20%/yr for VGSLX. With a 1.00 correlation, they move nearly in lockstep. VRTPX charges 0.08%/yr vs 0.12%/yr for VGSLX.
Performance
VRTPX vs. VGSLX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with VRTPX having a 8.00% return and VGSLX slightly lower at 7.97%.
VRTPX
- 1D
- 0.49%
- 1M
- -0.91%
- YTD
- 8.00%
- 6M
- 6.94%
- 1Y
- 10.19%
- 3Y*
- 8.88%
- 5Y*
- 2.05%
- 10Y*
- —
VGSLX
- 1D
- 0.46%
- 1M
- -0.95%
- YTD
- 7.97%
- 6M
- 6.88%
- 1Y
- 10.13%
- 3Y*
- 9.19%
- 5Y*
- 2.20%
- 10Y*
- 5.20%
VRTPX vs. VGSLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTPX Vanguard Real Estate II Index Fund | 8.00% | 2.22% | 3.72% | 13.17% | -26.14% | 40.37% | -4.65% | 28.96% | -5.99% | 1.37% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 7.97% | 3.18% | 3.67% | 13.13% | -26.20% | 40.39% | -4.75% | 28.90% | -5.99% | 1.33% |
Correlation
The correlation between VRTPX and VGSLX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2017 | 1.00 |
The correlation between VRTPX and VGSLX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
VRTPX vs. VGSLX — Risk / Return Rank
VRTPX
VGSLX
VRTPX vs. VGSLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate II Index Fund (VRTPX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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 | VGSLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.19 | +0.01 |
| Martin ratioReturn relative to average drawdown | 3.78 | 3.75 | +0.02 |
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 | VGSLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.75 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.12 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.25 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.32 | -0.07 |
Drawdowns
VRTPX vs. VGSLX - Drawdown Comparison
The maximum VRTPX drawdown since its inception was -42.33%, smaller than the maximum VGSLX drawdown of -73.05%. Use the drawdown chart below to compare losses from any high point for VRTPX and VGSLX.
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Drawdown Indicators
| VRTPX | VGSLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.33% | -73.05% | +30.72% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -8.33% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -18.19% | -17.41% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -34.35% | -34.41% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.34% | — |
Current DrawdownCurrent decline from peak | -4.29% | -3.58% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -11.40% | -12.58% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.63% | +0.01% |
Volatility
VRTPX vs. VGSLX - Volatility Comparison
Vanguard Real Estate II Index Fund (VRTPX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX) have volatilities of 3.79% and 3.79%, 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 | VGSLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 3.79% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 9.33% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.15% | 13.16% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.89% | 18.87% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 20.85% | +0.94% |
VRTPX vs. VGSLX - Expense Ratio Comparison
VRTPX has a 0.08% expense ratio, which is lower than VGSLX's 0.12% 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%.
Dividends
VRTPX vs. VGSLX - Dividend Comparison
VRTPX's dividend yield for the trailing twelve months is around 3.61%, less than VGSLX's 3.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.69% | 3.92% | 3.85% | 3.91% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% |
VRTPX Vanguard Real Estate II Index Fund | 3.61% | 2.79% | 3.80% | 3.93% | 4.52% | 2.58% | 3.92% | 3.50% | 4.77% | 1.32% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 1.00, VRTPX and VGSLX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VGSLX has higher volatility (3.79%) compared to VRTPX (3.79%). In terms of maximum drawdown, VRTPX dropped -42.33% vs VGSLX's -73.05%.
VRTPX currently has the higher Sharpe Ratio (0.76 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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