VRTPX vs. VRTTX
Compare and contrast key facts about Vanguard Real Estate II Index Fund (VRTPX) and Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX).
VRTPX is managed by Vanguard. It was launched on Sep 26, 2017. VRTTX is managed by Vanguard. It was launched on Nov 1, 2010.
Performance
VRTPX vs. VRTTX - Performance Comparison
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VRTPX vs. VRTTX - 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% |
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | -6.72% | 16.70% | 23.72% | 25.92% | -19.27% | 25.48% | 20.81% | 31.03% | -5.29% | 7.42% |
Returns By Period
In the year-to-date period, VRTPX achieves a -0.21% return, which is significantly higher than VRTTX's -6.72% return.
VRTPX
- 1D
- 0.38%
- 1M
- -7.71%
- YTD
- -0.21%
- 6M
- -2.58%
- 1Y
- 0.37%
- 3Y*
- 5.57%
- 5Y*
- 2.69%
- 10Y*
- —
VRTTX
- 1D
- -0.44%
- 1M
- -7.70%
- YTD
- -6.72%
- 6M
- -4.50%
- 1Y
- 14.62%
- 3Y*
- 16.53%
- 5Y*
- 10.07%
- 10Y*
- 13.20%
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VRTPX vs. VRTTX - Expense Ratio Comparison
Both VRTPX and VRTTX 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%.
Return for Risk
VRTPX vs. VRTTX — Risk / Return Rank
VRTPX
VRTTX
VRTPX vs. VRTTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate II Index Fund (VRTPX) and Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX). 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 | VRTTX | 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 | 1.19 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.04 | -0.94 |
Martin ratioReturn relative to average drawdown | 0.37 | 5.04 | -4.67 |
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 | VRTTX | 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 | 0.58 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.76 | -0.56 |
Correlation
The correlation between VRTPX and VRTTX is 0.62, 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. VRTTX - Dividend Comparison
VRTPX's dividend yield for the trailing twelve months is around 3.91%, more than VRTTX's 1.19% 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% |
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 1.19% | 0.82% | 1.20% | 1.49% | 1.54% | 1.12% | 1.38% | 1.72% | 1.96% | 1.69% | 1.89% | 1.91% |
Drawdowns
VRTPX vs. VRTTX - Drawdown Comparison
The maximum VRTPX drawdown since its inception was -42.33%, which is greater than VRTTX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for VRTPX and VRTTX.
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Drawdown Indicators
| VRTPX | VRTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.33% | -34.96% | -7.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -12.38% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -34.35% | -25.13% | -9.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.96% | — |
Current DrawdownCurrent decline from peak | -11.56% | -8.87% | -2.69% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -4.07% | -7.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.55% | +0.60% |
Volatility
VRTPX vs. VRTTX - Volatility Comparison
The current volatility for Vanguard Real Estate II Index Fund (VRTPX) is 4.15%, while Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) has a volatility of 4.38%. This indicates that VRTPX experiences smaller price fluctuations and is considered to be less risky than VRTTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTPX | VRTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 4.38% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 9.30% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 18.38% | -2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.89% | 17.33% | +1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 18.38% | +3.54% |