VRTTX vs. VIGIX
VRTTX (Vanguard Russell 3000 Index Fund Institutional Shares) and VIGIX (Vanguard Growth Index Fund Institutional Shares) are both mutual funds - VRTTX is a Large Cap Blend Equities fund managed by Vanguard, while VIGIX is a Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index. Over the past 10 years, VRTTX returned 15.04%/yr vs 18.40%/yr for VIGIX. Their correlation of 0.94 suggests significant overlap in exposure. VRTTX charges 0.08%/yr vs 0.04%/yr for VIGIX.
Performance
VRTTX vs. VIGIX - Performance Comparison
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Returns By Period
In the year-to-date period, VRTTX achieves a 11.70% return, which is significantly higher than VIGIX's 10.83% return. Over the past 10 years, VRTTX has underperformed VIGIX with an annualized return of 15.04%, while VIGIX has yielded a comparatively higher 18.40% annualized return.
VRTTX
- 1D
- 0.22%
- 1M
- 5.68%
- YTD
- 11.70%
- 6M
- 11.59%
- 1Y
- 28.61%
- 3Y*
- 22.07%
- 5Y*
- 12.93%
- 10Y*
- 15.04%
VIGIX
- 1D
- -0.28%
- 1M
- 7.55%
- YTD
- 10.83%
- 6M
- 10.12%
- 1Y
- 29.46%
- 3Y*
- 26.47%
- 5Y*
- 15.72%
- 10Y*
- 18.40%
VRTTX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 11.70% | 16.70% | 23.72% | 25.92% | -19.27% | 25.48% | 20.81% | 31.03% | -5.29% | 21.02% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 10.83% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Correlation
The correlation between VRTTX and VIGIX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2010 | 0.94 |
The correlation between VRTTX and VIGIX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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Return for Risk
VRTTX vs. VIGIX — Risk / Return Rank
VRTTX
VIGIX
VRTTX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
| VRTTX | VIGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.33 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 1.85 | +1.49 |
| Martin ratioReturn relative to average drawdown | 15.35 | 6.49 | +8.86 |
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
| VRTTX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 1.92 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.71 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.86 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.47 | +0.36 |
Drawdowns
VRTTX vs. VIGIX - Drawdown Comparison
The maximum VRTTX drawdown since its inception was -34.96%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for VRTTX and VIGIX.
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Drawdown Indicators
| VRTTX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.96% | -56.95% | +21.99% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | -16.51% | +7.64% |
Max Drawdown (3Y)Largest decline over 3 years | -19.56% | -23.03% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -25.13% | -35.62% | +10.49% |
Max Drawdown (10Y)Largest decline over 10 years | -34.96% | -35.62% | +0.66% |
Current DrawdownCurrent decline from peak | 0.00% | -0.28% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -16.28% | +12.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 4.68% | -2.76% |
Volatility
VRTTX vs. VIGIX - Volatility Comparison
The current volatility for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) is 2.95%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 3.62%. This indicates that VRTTX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTTX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.95% | 3.62% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 12.10% | -2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.16% | 15.87% | -3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 22.35% | -4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 21.59% | -3.17% |
VRTTX vs. VIGIX - Expense Ratio Comparison
VRTTX has a 0.08% expense ratio, which is higher than VIGIX's 0.04% 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%.
Dividends
VRTTX vs. VIGIX - Dividend Comparison
VRTTX's dividend yield for the trailing twelve months is around 1.00%, more than VIGIX's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.37% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 1.00% | 0.82% | 1.20% | 1.49% | 1.54% | 1.12% | 1.38% | 1.72% | 1.96% | 1.69% | 1.89% | 1.91% |
Frequently Asked Questions
With a correlation of 0.91, VRTTX and VIGIX 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.
VIGIX has higher volatility (3.62%) compared to VRTTX (2.95%). In terms of maximum drawdown, VRTTX dropped -34.96% vs VIGIX's -56.95%.
VRTTX currently has the higher Sharpe Ratio (2.43 vs 1.92), 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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