Correlation
The correlation between VRTPX and VTI 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.
VRTPX vs. VTI
Compare and contrast key facts about Vanguard Real Estate II Index Fund (VRTPX) and Vanguard Total Stock Market ETF (VTI).
VRTPX is managed by Vanguard. It was launched on Sep 26, 2017. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTPX or VTI.
Performance
VRTPX vs. VTI - Performance Comparison
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Key characteristics
VRTPX:
0.61
VTI:
0.55
VRTPX:
0.68
VTI:
0.82
VRTPX:
1.09
VTI:
1.12
VRTPX:
0.31
VTI:
0.51
VRTPX:
1.33
VTI:
1.90
VRTPX:
5.72%
VTI:
5.15%
VRTPX:
18.26%
VTI:
20.31%
VRTPX:
-42.33%
VTI:
-55.45%
VRTPX:
-14.85%
VTI:
-5.63%
Returns By Period
The year-to-date returns for both stocks are quite close, with VRTPX having a -1.27% return and VTI slightly lower at -1.30%.
VRTPX
-1.27%
0.10%
-7.70%
10.88%
0.48%
7.37%
N/A
VTI
-1.30%
5.32%
-3.22%
10.31%
14.90%
15.52%
11.97%
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VRTPX vs. VTI - Expense Ratio Comparison
VRTPX has a 0.08% expense ratio, which is higher than VTI'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
VRTPX vs. VTI — Risk-Adjusted Performance Rank
VRTPX
VTI
VRTPX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate II Index Fund (VRTPX) and Vanguard Total Stock Market ETF (VTI). 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.
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Dividends
VRTPX vs. VTI - Dividend Comparison
VRTPX's dividend yield for the trailing twelve months is around 4.08%, more than VTI's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTPX Vanguard Real Estate II Index Fund | 4.08% | 3.81% | 3.98% | 4.53% | 2.58% | 3.92% | 3.49% | 4.77% | 1.32% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.32% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
VRTPX vs. VTI - Drawdown Comparison
The maximum VRTPX drawdown since its inception was -42.33%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VRTPX and VTI.
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Volatility
VRTPX vs. VTI - Volatility Comparison
Vanguard Real Estate II Index Fund (VRTPX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.48% and 4.49%, 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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