VRTTX vs. VOO
Compare and contrast key facts about Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard S&P 500 ETF (VOO).
VRTTX is managed by Vanguard. It was launched on Nov 1, 2010. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTTX or VOO.
Correlation
The correlation between VRTTX and VOO is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VRTTX vs. VOO - Performance Comparison
Key characteristics
VRTTX:
2.01
VOO:
2.22
VRTTX:
2.68
VOO:
2.95
VRTTX:
1.37
VOO:
1.42
VRTTX:
3.01
VOO:
3.27
VRTTX:
12.79
VOO:
14.57
VRTTX:
2.01%
VOO:
1.90%
VRTTX:
12.87%
VOO:
12.47%
VRTTX:
-34.96%
VOO:
-33.99%
VRTTX:
-2.86%
VOO:
-1.77%
Returns By Period
In the year-to-date period, VRTTX achieves a 25.12% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, VRTTX has underperformed VOO with an annualized return of 12.48%, while VOO has yielded a comparatively higher 13.12% annualized return.
VRTTX
25.12%
-0.94%
10.52%
25.48%
14.12%
12.48%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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VRTTX vs. VOO - Expense Ratio Comparison
VRTTX has a 0.08% expense ratio, which is higher than VOO'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
VRTTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
VRTTX vs. VOO - Dividend Comparison
VRTTX's dividend yield for the trailing twelve months is around 0.86%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 0.86% | 1.49% | 1.54% | 1.18% | 1.38% | 1.66% | 1.96% | 1.69% | 1.89% | 1.91% | 1.73% | 1.62% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VRTTX vs. VOO - Drawdown Comparison
The maximum VRTTX drawdown since its inception was -34.96%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VRTTX and VOO. For additional features, visit the drawdowns tool.
Volatility
VRTTX vs. VOO - Volatility Comparison
Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) has a higher volatility of 4.01% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. This indicates that VRTTX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.