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.
Key characteristics
| VRTTX | VOO | |
|---|---|---|
| YTD Return | 17.95% | 19.30% |
| 1Y Return | 27.53% | 28.36% |
| 3Y Return (Ann) | 8.43% | 10.06% |
| 5Y Return (Ann) | 14.48% | 15.26% |
| 10Y Return (Ann) | 12.29% | 12.92% |
| Sharpe Ratio | 2.10 | 2.26 |
| Daily Std Dev | 13.10% | 12.63% |
| Max Drawdown | -34.96% | -33.99% |
| Current Drawdown | -0.37% | -0.28% |
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
In the year-to-date period, VRTTX achieves a 17.95% return, which is significantly lower than VOO's 19.30% return. Over the past 10 years, VRTTX has underperformed VOO with an annualized return of 12.29%, while VOO has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 1.25%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 1.25% | 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 | 1.28% | 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 4.19% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. 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.