VRTPX vs. VRTTX

In the year-to-date period, VRTPX achieves a 1.04% return, which is significantly higher than VRTTX's -3.60% return.

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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%.

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.

The current VRTPX Sharpe Ratio is 0.66, which is higher than the VRTTX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of VRTPX and VRTTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRTPX's dividend yield for the trailing twelve months is around 3.98%, more than VRTTX's 1.30% yield.

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. For additional features, visit the drawdowns tool.